BTC076: Finding Asymmetric Investments w/ Bill Miller IV (Bitcoin Podcast)

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
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We Study Billionaires - The Investor’s Podcast

Guest
IN THIS EPISODE, YOU’LL LEARN:

  • 01:43 - Bill's overall thoughts on the current market conditions.
  • 09:31 - How Bill and his father first found Bitcoin.
  • 12:16 - Why Bill found Bitcoin to be an asymmetric investment.
  • 18:54 - Margin and investing.
  • 21:18 - Thoughts on Musk buying Twitter.
  • 23:35 - Bitcoin vs Crypto.
  • 28:49 - Concentrated investing and why it's important.
  • 31:12 - Mean / Variance Portfolio Theorem.
  • 40:54 - Finding big trends in markets.



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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