Chris Waller, Founder and CIO at Plural Investing, returns to discuss his investment insights on The Watches of Switzerland Group. He reveals what the market overlooks about WOSG's potential and breaks down its intriguing ties with Rolex. The conversation spans Rolex's retailer strategies, including the unique dynamics of their supply chain relationships, and the challenges posed by luxury trends among younger consumers. Waller also explores why Rolex doesn't sell online and the implications of their selective distribution methods.

Fed Governor Chris Waller discusses the positive impact of crypto on the dollar. Topics include the SEC commenting on ETH ETFs, US gov liquidating Silk Road Bitcoin, Goldman CIO's Bitcoin stance, and WSJ's Tether hitpiece. Nic and David Hoffman's upcoming Karate Combat fight at Consensus is announced.

Chris Waller from Plural Investing discusses TerraVest Industries Inc., highlighting its unique business model, propane tank industry, cost-saving strategies, and management efficiency. The podcast explores the underfollowed nature of TerraVest, its growth potential through acquisitions, and the importance of capital allocation and management in driving long-term success.