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Submit ReviewToday's Bitcoin Fundamentals features Jeff Walton discussing MicroStrategy's finance strategies, including valuation and leveraging Bitcoin. We examine price actions, trading methods, and the impact of traditional finance on BTC futures, offering insights into the intersection of enterprise software and financial engineering.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:41 - The role of MicroStrategy in modern financial strategies.
07:41 - Game theory principles applied to market structure and investor behavior.
16:18 - How Jeff Walton evaluates MicroStrategy's valuation.
16:18 - Insights into leveraging Bitcoin as collateral in finance.
16:18 - The potential of enterprise software in financial engineering.
32:58 - The differences between trading strategies and investment philosophies.
50:45 - The dynamics behind the price action of MicroStrategy's stock.
56:02 - Understanding short squeezes and their impact on valuation.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to improve our decision making and decrease costly mistakes, how we can utilize specific modes of communication to foster the learning process, why we should concern ourselves more with the truth and less on being right, how the markets have developed in the last decade pertaining to sideways markets, and a whole lot more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:04 - What soul in the game is and why it's so important to understand it if you want to truly excel at investing and other passions.
07:36 - Why meditation is such a powerful tool to help improve stress.
13:40 - How Vitaliy prioritizes areas of his life to ensure he's spending the right amount of time on high-priority areas.
19:13 - How stoicism has helped Vitaliy remove the volatility of negative emotion in the market and life.
20:13 - How investors can utilize the dichotomy of control to navigate volatile markets better.
20:13 - Simple negative visualizations to use on individual stocks and your portfolio to improve decision-making.
36:43 - Why toxic environments can influence us to live by other people's values.
40:30 - Why specific tasks should be delegated so you are focused only on creating value.
48:16 - Why our modes of communication can limit or expedite our abilities to improve and learn.
48:25 - The importance of discovering the truth for successful investing.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
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On today’s episode, Clay is joined by Dr. Robert Cialdini to discuss Charlie Munger’s favorite book – Influence: The Psychology of Persuasion.
Dr. Cialdini is a New York Times Best Selling Author of Influence and Pre-Suasion.
He is also CEO and President of Influence at Work where they focus on ethical training, corporate keynote program, and the Cialdini Method Certified Trainer program. He received his PhD from the University of North Carolina and post-doctoral from Columbia University. In acknowledgment of his outstanding research achievements and contributions in behavioral science, he is frequently regarded as the “Godfather of Influence.”
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:53 - The story of what led Charlie Munger to give a Berkshire A share to Dr. Cialdini.
03:57 - How Buffett and Munger use reciprocity to enrich the world and themselves.
10:36 - What Cialdini learned in his personal interactions with Munger.
18:55 - How the commitment & consistency bias can affect us as investors.
23:04 - How we can utilize the principles of Influence in an honest and ethical way.
26:28 - Why trust is at the foundation of all great business relationships.
40:23 - Why the principle of scarcity is so powerful even in a world full of abundance.
58:54 - How we can guard ourselves against the liking bias when assessing management.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Join us as Parker Lewis & Will Cole delve into Bitcoin's role as property or currency, discuss Bill Ackman's views and Saylor's latest buy. We explore Bitcoin payments, the impact of high rates, and the future of digital authentication. This episode is packed with insights on the evolving cryptocurrency landscape and its broader economic implications. Tune in for a deep dive into the forefront of digital assets.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
11:03 - Bill Ackman's prediction on Bitcoin's cycle and its implications on the economy.
26:26 - Michael Saylor's strategic acquisition of an additional 12,000 BTC for MicroStrategy.
27:12 - The debate on whether Bitcoin should be considered digital property or a currency.
38:50 - The potential of Bitcoin payments and the innovative approach of Zaprite.
38:50 - Integration of fiat payments in the Bitcoin ecosystem, including the use of stablecoins and traditional currencies.
51:28 - The feasibility and implications of receiving lightning payments through a Tor-enabled node.
51:28 - The challenge of authentication in the digital age, especially in the context of AI and the potential for misinformation.
01:02:32 - A discussion on global policy trends and competition in the digital asset space, highlighting the strategic importance of cryptocurrency.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 2, Guy shares insights on how to succeed over the long run by avoiding dumb investment behavior, building the right relationships, and recognizing our weaknesses. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:36 - What dumb investment behavior Guy Spier strives to avoid
05:12 - What type of companies he shuns
07:05 - Why good relationships are a key to financial & personal success
07:25 - Why we should be especially wary of leverage
15:46 - Why it’s vital to find “friends along the path” who support us emotionally
29:34 - Why it’s helpful to shine a light on our own weaknesses
41:18 - How he handles painful, contentious conversations
51:24 - How to engage with people whose beliefs & experiences differ from ours
1:07:05 - What role money does—or doesn’t—play in a rich & meaningful life
1:11:11 - What Guy learned from Warren Buffett’s exercise of writing your own obituary
1:31:39 - How reading great literature can make you wiser & happier
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Support our free podcast by supporting our sponsors:
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he’s learned from Warren Buffett, downhill ski racers, & his own mistakes. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:07 - Why it’s so intense for Guy Spier & William Green to collaborate
10:19 - How telling the truth changed Guy’s life
17:53 - Why the Global Financial Crisis terrified him
24:52 - Why it’s hard to invest rationally in the real world of chaos & confusion
29:25 - How Guy deals with his emotions when making investment decisions
35:03 - Why his default position is to hold his stocks indefinitely & resist meddling
38:48 - Why he didn’t sell his stake in Alibaba
42:01 - Why he’s pleased with & disappointed by his investment returns
46:32 - Why his mission is long-term compounding without catastrophe
55:06 - What Guy learned from investing in a company that went bankrupt
57:57 - What the fastest skiers can teach us about success & survival
1:00:02 - How excessive risk destroyed a fund manager he once knew
1:04:13 - What we can learn from Warren Buffett about financial resilience
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Support our free podcast by supporting our sponsors:
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Clay is joined by Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more.
Richard Duncan is the author of The Money Revolution: How To Finance The Next American Century.
Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.
Since 2013, Richard has published Macro Watch, a video newsletter that analyzes the forces driving the economy and the financial markets in the 21st Century.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:47 - How our modern-day economy is structured with the US dropping the gold standard in 1971.
10:29 - Why our economy requires perpetual credit expansion.
17:46 - How the credit environment has developed since 2020.
26:11 - What a recession is and what the implications of a recession are.
29:47 - Why Richard foresees a recession in 2024.
31:55 - The primary drivers of credit growth.
43:26 - Why we’ll likely see interest rate cuts in 2024.
53:03 - The drawbacks of our modern-day economy.
60:00 - Indicators that investors need to monitor in today’s economy.
64:03 - Where the US is at in the AI race.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Support our free podcast by supporting our sponsors:
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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In this episode, Bitcoin OG Pierre Rochard unpacks the Energy Information Survey's halt, its implications, and the mining community's legal victory. We delve into Pierre's thoughts on Senator Warren's initiative, the collective response, and future steps. The discussion also covers Texas' support, the impact of the upcoming halving event, and Pierre's insights on the Bitcoin 'speculative attack'.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:15 - The background and implications of the DOE's halted energy survey on Bitcoin mining.
04:04 - Pierre Rochard's perspective on Senator Elizabeth Warren's initiative to track power consumption by miners.
15:14 - The collective response of the Bitcoin mining community to regulatory challenges.
15:14 - Details of the legal victory that temporarily stopped the DOE's data collection efforts.
15:14 - How this legal battle might set a precedent for future regulatory attempts on Bitcoin mining.
33:09 - The role of Texas in supporting the cryptocurrency industry against regulatory pressures.
39:43 - Pierre's concept of the "speculative attack" and its relevance to Bitcoin's future.
56:50 - Insights into the upcoming Bitcoin halving event and its potential impact on the mining community.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Support our free podcast by supporting our sponsors:
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Kyle Grieve and co-host Clay Finck dive deep into how human psychology impacts your investment decisions, why even the best investors fall victim to their own biases, strategies to mitigate common mistakes, how to deal with market timing, leverage, and speculation, why you should focus your time on improving patience, simplifying things, and understanding value, how you can recognize the biases of the market by understanding market cycles, why you should prioritize temperament over intellect, the importance of long-term results over quick gains, and a whole lot more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:39 - Why greed makes us feel smart.
03:03 - How fear causes us to make poor decisions.
05:25 - The case study of Stanley Druckenmiller and how greed can affect even the smartest among us.
10:14 - How we can succeed in investing without having to predict macroeconomic trends.
11:38 - How we can track our emotions to make better decisions.
14:48 - The follies of trying to time the market.
14:48 - The downside of timing the market.
15:27 - Why we shouldn’t rely on luck to consistently generate returns.
17:21 - Why Warren Buffett would make any changes to his investing even if he knew what the FED was going to do in the next twelve months.
23:09 - Why leverage should be avoided in the stock market.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Clay Finck and Kyle Grieve share why they are so passionate about investing in stocks and why they utilize the stock market to help them achieve financial independence.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:41 - How real-life examples of compounding have influenced Clay & Kyle
11:33 - How the stock market has compounded in the US since the 1950s.
20:50 - Why Clay and Kyle set the financial goal of becoming financially independent.
28:42 - Why Kyle chose to utilize the stock market as his tool to achieving financial independence.
36:44 - How an investor knows when they are ready to start investing in individual companies.
41:24 - How to quickly disqualify an investment.
43:44 - The best metric to filter on business quality.
72:27 - The edge that individual investors can have in picking stocks.
81:03 - Our favorite investing books.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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