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Investing Unscripted
58. Travis Hoium on Asymmetric Investing
Jun 24, 2023
Travis Hoium, engineer and founder of the Asymmetric Investing newsletter, shares his journey, lessons learned, and his approach to finding asymmetric opportunities. He discusses the disruption in the automotive industry, extracting value from the internet, and the uncertainty of AI investments. The podcast also covers Tesla's inventory challenges and compares investing in AI and crypto.
01:01:56
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Quick takeaways
- Having conviction in investment decisions is crucial for achieving asymmetric returns.
- Blockchain technology holds potential for revolutionizing industries like payments infrastructure and stock settlement.
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Summary of podcast episode
In this podcast episode, the host and guest discuss various topics including the launch of a newsletter, the importance of conviction in investing, the potential of blockchain technology and AI, the current state of the crypto market, and the financial performance of Tesla.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode