IN THIS EPISODE, YOU'LL LEARN:
Charles' thoughts on how to value Bitcoin
What are hash ribbons
What are some Macro factors he's paying attention to
What is the contango trade
Bitcoin's price floor and how it relates to energy costs
Top 3 investing lessons
Bitcoin Tail Risks
BOOKS AND RESOURCES
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Today
RWH073: Unstoppable w/ Sir Michael Moritz
In this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever. He spent nearly four decades at Sequoia Capital, which invested in early-stage companies like Nvidia, Google, YouTube, PayPal, Airbnb, LinkedIn & ... Show More
1h 28m
Oct 8
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Sep 2020
3. Bitcoin Difficulty Adjustment
<p>The Bitcoin Standard Podcast Seminar 3, September 10, 2020<br/><br/>In this seminar we discuss bitcoin's difficulty adjustment, what I view as the secret sauce that makes bitcoin work!</p><p> </p><p>Enjoyed this episode? You can take part in podcast seminars, access Saife ... Show More
1h 29m
Jan 2025
255. Is bitcoin a currency or a commodity?
<p>In this seminar with saifedean.com members, we discuss whether bitcoin can best be understood as a currency, commodity, or something else.<br/><br/>Enjoyed this episode? Join Saifedean's online learning platform to take part in weekly podcast seminars, access Saifedean’s ... Show More
1h 2m
