Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 03:58 - Dave and Greg's thoughts on the bond market resolving its potential mispricing
- 12:27 - Thoughts on the current bull market in bonds despite high inflation
- 15:34 - How Dave views markets moving forward in the next ten years
- 42:01 - What are Dave's reservations about Bitcoin?
- 43:55 - Dave's thoughts on large investors and entities entering Bitcoin
- 57:56 - Thinking about Bitcoin as an expected value problem
- 01:06:31 - Bitcoin's immediate clearance attributes and how it impacts financial rails
- 01:07:30 - Dave's interest in Silver and Gold vs. Bitcoin
- 01:12:19 - Bitcoin Soft forks vs. Hard forks
- 1:30:16 - Marrying an investment
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Greg Foss's Twitter
- David Collum's Twitter
- Greg's Article On Bitcoin
- A book recommendation, The Bitcoin Standard
- A book recommendation, The Book of Satoshi
- A book recommendation, The Bullish Case for Bitcoin
- A Podcast Recommendation on Stable Coin Policy, Stephan Livera's Podcast
- A Podcast Recommendation on Stable Coin Policy, Chris Brummer's Podcast
- Check out our Investing Starter Packs about business and finance
- Browse through all our episodes (complete with transcripts) here
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