Dollar Auction Show

Shimon and Alex are back after a while to discuss the following topics:* Authoritarianism in Canada* War in Europe* Bank robberies with covid masks* How to make a lot of money - have a belief that is different than everyone else, but also correct* Is the nasdaq still a good place to allocate capital to given the recent volatility* Time horizons for the nasdaq - 6 months vs 10 years* Do politicians have the power to affect economic outcomes over the long term?* The probable outcome of the 40 year bond bull run* Negative real rates* Why do people hold negative yielding bonds?* The T.I.N.A (there is no other alternative) approach to allocating capital* How does consumer behavior and fed policy affect inflation?* Is the laffer curve breaking given the latest technological trends* Is the price of food and other commodities stuck at a high level or will it go down* Why is now different than the 70s stagflation?* Is the bank of japan responsible for the latest MMT trends in the western economies?* The effect of the war in Ukraine on the macro economic landscape* Our portfolios have taken a huge hit since we last spoke* Robots that can fold the laundry...* Holding an index vs picking stocksApple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcwww.hardcorefinance.comFollow us on Twitterhttps://twitter.com/MrEbitdahttps://twitter.com/ShimonLazarovSupport the show (https://www.hardcorefinance.com/donate)Support the show

In this episode of Hardcore Finance, Alex and Shimon speak with Rob Frasca. Rob is a serial entrepreneur who has built and brought three venture-backed startups to successful exits. He is the co-founder and managing partner of COSIMO Ventures, a venture capital firm that specializes in investing in promising blockchain technologies and cryptocurrencies. Frasca frequently speaks on cryptocurrencies and he and his team invest in disruptive technologies that promise to reshape the way global markets operate in an increasingly digital world. He believes blockchain technology represents the single-largest value creation event of our lifetimes. Through COSIMO X, the firm’s public tokenized fund, Frasca hopes to deliver immense value to investors seeking access to these emerging blockchain opportunities.In the episode, we discuss the following:* Global monetary policy and its implications on cryptocurrency prices* Value created vs value captured in various crypto projects* Why blockchain technology is the biggest value creation in a long time* The ascent of China and central bank digital currencies* Will the federal reserve raise interest rates next year, how many times and at what magnitude?* The effect technology has on deflation that can potentially offset inflation driven by monetary expansionReferences:Niall Ferguson - The square and the TowerFollow Rob on Twitter:https://twitter.com/robfrascaApple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitterhttps://twitter.com/MrEbitdahttps://twitter.com/ShimonLazarovSupport the show (https://www.hardcorefinance.com/donate)Support the show

Shimon and Alex welcome David Blatt to the show. David is CEO of CapStack Partners, focused on helping clients find real estate investment & capital solutions. He is also the Founder & CEO of Banxel, the first lender2lender marketplace to syndicate, buy & sell real estate loans. With a background in distressed real estate, Mr. Blatt has successfully structured & closed countless complex deals. He is also a frequent public speaker & writer on innovation & capital market trends in real estate. Follow David on Social:https://www.linkedin.com/in/davidblatt-capstackceohttps://twitter.com/capstackceoApple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

Bitcoin just hit all time highs and then the market dropped. What does this mean? What's really going on? How does the macro landscape affect the markets? And the latest from the Biden Administration.Shimon and Alex seek out the truth.Apple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

In today's episode of the hardcore finance show, Alex and Shimon discuss the recent weekly events. We talk about china banning bitcoin (again), capital controls, evergrande and their real estate woes, the recent price drop in the markets, the infrastructure bill and its implication on inflation and treasury interest rates, and what does all of this mean about the future. Will the higher rates drive higher real growth, or will they collapse asset prices?Join us for a fascinating discussion!Apple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

What a week it has been. El Salvador is adopting Bitcoin, crypto markets are REKT, The IMF is rooting against the underprivileged, and Coinbase is airing out their dirty SEC laundry. Shimon and Alex discuss a whirl wind of a week!Apple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

Shimon and Alex welcome back Gil Eyal and Eliaz Tobias of Crowdsense. Crowdsense is one of the best tools in the market for finding signal in noise and can quickly analyze thousands of data points to help investors trade. This is acutely applicable to Crypto as Bitcoin, Ethereum, Cardano, Polkadot and even GameFi tokens like Star Atlas and Axie Infinity are driven by retail sentiment.We discuss whether social media sentiment can predict price movements of cryptocurrencies, the social influencers effect on cryptocurrency adoption, different algorithms that crowdsense users and many more topics. https://www.crowdsense.ai/starfund.iohttps://twitter.com/gileyalhttps://twitter.com/CrowdsenseaiApple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

Shimon and Alex open up the brand new Hardcore Finance Studio. We then re-examine the markets and why people should invest in Bitcoin - as a special request from our fans.Apple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

In this solo episode, Shimon discusses why governments could let Bitcoin survive and thrive. Some of the questions discussed are:- How could getting rid of the state monopoly of money creation help the state collect more tax revenue?- When would this relevant? - What is our Bitcoin price target before governments start to care? - What is the optimal tax %? - Why do low interest rates hurt productivity and tax collection? Tune in to find out!Apple Podcast: https://tinyurl.com/36u8fmbrSpotify Podcast: https://tinyurl.com/4zv6syfcHardcorefinance.comFollow us on Twitter@MrEBITDA@ShimonLazarovSupport the show

In this solo episode, Shimon explores a thesis under which governments choose to not stop bitcoinI wanted to start from a desired end result (bitcoin becomes world money) and examine a scenario under which it could happen.The main thesis of bitcoin supporters is that governments cannot stop it. I don’t agree. If the governments could put people on the moon, stop the nazi regime that at some point ruled a huge chunk of the world, and destroy the USSR - a government that had lots of nukes and sent the first man into space and back, they can stop bitcoin.Another thesis is that governments are not efficient, lazy, lack political will, don’t have the resources to commit, and that’s why they won’t stop it. This is a more believable argument, but it assumes that bitcoin is not significant enough, in which case it’s not very interesting. If bitcoin fulfills its promise and becomes world money, and becomes a threat to government revenues, a cost/benefit analysis would justify committing the resources required to stop it.This episode explores a scenario under which governments will choose to not stop bitcoin. The only way under which this could happen (given bitcoin being significant enough) is if it increases the government's tax revenue.At first glance it sounds ridiculous, but this is exactly why I wanted to record this episode. Buckle up.Follow us on twitter!@MrEBITDA@ShimonLazarovSubscribe to our podcast on Apple Podcasts: https://tinyurl.com/36u8fmbrSubscribe on Spotify: https://tinyurl.com/4zv6syfcOur youtube channel: https://www.youtube.com/channel/UCrg492YbLDRnx5yXVFj_XFASupport Hardcore Finance: https://www.hardcorefinance.com/donateSupport the show