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

[We Study Billionaires - The Investor’s Podcast]

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.



BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• 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.

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• TurboTax
• Fidelity
• Meyka
• NDTCO
• Fundrise
• iFlex Stretch Studios
• Public
• NerdWallet
• American Express
• Shopify
• NetSuite

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