IN THIS EPISODE, YOU’LL LEARN:
- Bill's overall thoughts on the current market conditions.
- How Bill and his father first found Bitcoin.
- Why Bill found Bitcoin to be an asymmetric investment.
- Thoughts on Musk buying Twitter.
- Bitcoin vs Crypto.
- Concentrated investing and why it's important.
- Mean / Variance Portfolio Theorem.
- Margin and investing.
- Finding big trends in markets.
BOOKS AND RESOURCES
- Bill Miller IV Twitter.
- Miller Value Partners.
- Bill's book recommendation: The Psychology of Money by Morgan Housel.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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