Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 3min
Bitcoin
02:40 • 4min
Is There a Fundamental Assumption to Value Investing That's Unspoken?
06:32 • 3min
The Problem With Value Investing Today Is That All of the Measurements Are Defective
09:28 • 3min
Bitcoin
12:22 • 4min
The Incentive Structure in Academics Is Not the Objective
16:21 • 2min
Bitcoin Is Not a Currency
18:30 • 3min
Bitcoin Is Unworkable and We Have to Stop It
21:38 • 1min
The Canary in the Gold Mine Maybe of Inflation?
23:07 • 3min
Ubi
26:00 • 5min
How Do You See This Bitcoin Bull Market Playing Out?
31:02 • 5min
Is There a Market Like Bitcoin?
35:36 • 2min
The Supply Is Totally Irresponsible to Demand
37:50 • 5min
Bitcoin Vaccine - Is That Going to Be Enough?
43:00 • 3min
Bitcoin's Going to Be a Hurricane - What's Next?
45:42 • 3min
I Think There's Still Room for a New Bretton Woods Agreement
48:47 • 3min
Stock to Flow Is a Valid Model
51:30 • 2min
Is There a Pullback?
53:19 • 4min
Is Bitcoin Going to Be in Store of Value Piece?
57:33 • 4min
Bitcoin Mining Reward
01:01:12 • 3min
The Stock Market Is Not a Given, Right?
01:04:39 • 2min
Monopoly - I Love This Setup
01:06:44 • 4min
Taking a Commodity - I Never Taked a Position
01:10:46 • 2min
How to Get Back to Value Investing in the Financial Markets?
01:13:10 • 4min
Is Bitcoin Going to Outpace the Inflationary Rate?
01:17:19 • 5min
Bitcoin Capitalization
01:22:08 • 5min
The Secret Sauce of Bitcoin Is the Decentralization
01:27:22 • 3min
Are You a Person Who Challenges Traditional Thinking?
01:30:39 • 5min
The Fish Doesn't Know the Water Is Water
01:35:15 • 2min
Is Bitcoin a 'Bludgeon'?
01:37:03 • 3min
Bitcoin
01:40:00 • 5min
The Speed of Trust
01:45:12 • 6min