IN THIS EPISODE, YOU'LL LEARN:
What were some early lessons that Greg learned that shaped the way he sees the investing world
How does he think about the long-term debt cycle
How can Bitcoin potentially impact the fixed income market
How can convertible bonds become a catalyst for further Bitcoin adoption
What are his thoughts on the contango trade
His ... Show More
Jul 30
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment vo ... Show More
1h 22m
Jul 26
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham ... Show More
2h 1m
Jul 23
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm’s legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More
1h 15m
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 30m
Mar 2024
Ep. 594 Exploring Bitcoin's Path: Innovations, Investment, and Regulatory Insights with Alex Thorn from Galaxy
In this episode of Crypto 101 featuring Alex Thorn, head of firmwide research at Galaxy, offers an in-depth exploration of the current state and future trajectory of Bitcoin and the broader crypto landscape. Thorn discusses the resilience and growth of Bitcoin amidst market fluct ... Show More
51m 8s