Podcasts about unchained capital

Hampus Sjoberg, creator of Blixt Wallet joins me to talk about lightning technology and crafting a non-custodial experience while dealing with the trade offs of custodial lightning.  LNURL - what is it and where is it useful? Comparison with bolt12 Blixt wallet and its tradeoffs Lightning Box for offline payments Bitcoin soft forks - why they should be considered Links: Twitter: @hampus_S Site: Blixt Wallet  nostr: npub1v4v57fu60zvc9d2uq23cey4fnwvxlzga9q2vta2n6xalu03rs57s0 Prior episodes: SLP449 James O'Beirne OP_Vault – A New Way to HODL? SLP463 Bitcoin Transaction Pinning, ANYPREVOUT & eltoo with Greg Sanders (Instagibbs) SLP461 What Bitcoin Specialises In with Matt Corallo Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com 

William chats with renowned hedge fund manager Guy Spier. Since launching the Aquamarine Fund in 1997, Guy has beaten the S&P 500 by 200 percentage points & the MSCI World index by 364 percentage points. He's also the author of “The Education of a Value Investor.” In this conversation, Guy speaks candidly about the challenges he's facing, including his fear that Russia's war in Ukraine could escalate, creating a systemic risk for investors. He explains how he's positioning his portfolio to survive & prosper in these perilous times, & he shares practical advice on how to maintain equanimity amid all this uncertainty.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro03:56 - How living in a calm & predictable environment helps Guy Spier to invest better.12:04 - How he resisted the temptation to buy overvalued tech stocks during the recent bubble.26:11 - Why we must beware of the psychological effects of rapidly rising or falling stock prices.30:04 - Why Guy refuses to invest in any business that can't fund all of its growth internally.44:18 - How going to Berkshire Hathaway's annual meeting helps to reinforce rational behavior.53:57 - What Warren Buffett told Guy Spier & Mohnish Pabrai about the perils of debt.1:13:04 - Why Guy regards the war in Ukraine as a potentially systemic threat to investors. 1:11:56 - Where he's investing in order to survive & prosper in these times of heightened risk and why he's invested heavily in China, despite the political & economic dangers.1:13:55 - Why he's avoiding weaker countries, including Indonesia & the Philippines.1:15:01 - How he wrestles with the tricky question of whether to trim or hold his winners. 1:18:17 - Why he'll never short another stock.1:19:31 - How he constructs a portfolio that helps him to maintain his emotional equilibrium.1:43:35 - Why he diverged from Mohnish on the risks & rewards of investing in Turkey.1:59:08 - What Guy & Mohnish have learned from the stunning success of their friend Li Lu.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESListen to William Green's 2022 interview with Guy Spier on How to Build Enduring Wealth (RWH009) or watch the video.Listen to William's 2022 interview with Guy on High-Performance Habits (RWH010) or watch the video.Listen to William's interview with Ray Dalio on the “Richer, Wiser, Happier” podcast or watch the video.Guy Spier's book, “The Education of a Value Investor” – Read reviews of the book.Guy Spier interviews William Green about his book, “Richer, Wiser, Happier.”Subscribe to Guy Spier's Free Newsletter.Guy Spier's podcast and website.William Green's book, “Richer, Wiser, Happier” – read the reviews of this book.William Green's Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Have Commonwealth Private's Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Let an expert do your taxes from start to finish so you can relax with TurboTax.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

James Lavish (Author of the Informationist and Managing Partner of Bitcoin Opportunity Fund) rejoins me on the show to talk about the latest: Shocking US government debt stats Silicon Valley Bank bailout and what it portends Using Bitcoin to stay operational in banking crisis Bitcoin Opportunity Fund Links: Twitter: @jameslavish Newsletter:  https://jameslavish.substack.com/ BOF: The Bitcoin Opportunity Fund Thread: https://twitter.com/jameslavish/status/1636104435171737602 Sponsor links: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com  Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Ben Carlson, journalist and former editor at The Atlantic joins me on the show to chat about: How the media operates and the model has shifted over time Getting to the truth in this new age How stories get covered up Future of media Uncovering interesting videos Links: Twitter: @bfcarlson Site: bfcarlson.com Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more!Kristof is the President and CIO of Harbor Capital and is responsible for Harbor's $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan.IN THIS EPISODE, YOU'LL LEARN:0:00 - Intro01:53 - How Kristof would summarize Q1 of 2023.14:48 - How working with a wide array of managers helps inform his worldview.26:52 - What makes a great money manager.39:13 - Factor frameworks and innovation around behavior analytics. 63:34 - Why Active ETFs are having a huge surge in popularity, after years of indices ruling the investing world.65:46 - The life lessons Kristof learned from spending over 2 hours with Bill Gross (aka the Bond King) just a short time after his infamous exit at PIMCO.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESHarbor Capital Website.Harbor Capital Linkedin.Trey Lockerbie's Twitter.Kristof Gleich's Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Have Commonwealth Private‘s Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Let an expert do your taxes from start to finish so you can relax with TurboTax.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Preston Pysh sits down with Steven McClurg, who's the CIO at Valkyrie, and just an all-around brilliant macro thinker, to talk about the multiple bank failures, what it meant for the broader economy, Bitcoin, and more.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro03:03 - What are the three things the FED is currently considering?26:15 - Why Silvergate, Signature, and Silicon Valley Bank are different than many other banks?31:29 - What rules from the Global Financial Crisis are currently impacting regional banks?52:26 - Is there a concerted effort by Wall Street and the government to remove onramps to Bitcoin exchanges?54:36 - Steven's thoughts on Custodia's bank application with the FED being denied.57:00 - What's going to happen with the GBTC suit with the SEC with respect to the ETF application?01:05:29 - What impact has paper bitcoin had on the market to date and Steven's expectation into the future?Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESSteven McClurg's Twitter.Steven McClurg's Company Valkyrie.Peter McCormack's interview with the GBTC CEO.Related episode: Listen to BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross, or watch the video.Related episode: Listen to BTC088: FED Policy, Bitcoin Etfs, & Euro Dollar Impacts w/ Steven McClurg, or watch the video.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Have Commonwealth Private's Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Let an expert do your taxes from start to finish so you can relax with TurboTax.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On today's episode, Clay Finck reviews Gautam Baid's book, The Joys of Compounding. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.IN THIS EPISODE YOU'LL LEARN:0:00 - Intro05:54 - Why we should commit to lifelong learning.14:49 - How mental models can help us make more rational and effective decisions.16:53 - How understanding first principles can help us better understand the world around us.18:06 - What the Feynman Technique is and how you can use it to learn anything well.30:49 - What Warren Buffett and Bill Gates consider their most critical factor to their success.31:51 - Why the best investors are those with a behavioral edge.38:13 - Why the world's most successful people choose the right role models to learn from.42:16 - Why successful investing requires extreme humility.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out The Joys of Compounding.Check out our recent episode covering Mark Leonard's Letter's and Constellation Software. Watch the video here.Don't miss our review of Joel Tillinghast's book – Big Money Thinks Small. Watch the video here.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Have Commonwealth Private's Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Let an expert do your taxes from start to finish so you can relax with TurboTax.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Calvin Kim (BitMEX & HRF grantee) joins me to talk about utreexo: utreexo and the UTXO set comparison with other ideas e.g. assumevalid and assumeUTXO utreexo proofs Types of utreexo nodes - Bridge + Compact State nodes How it might look in practice Running your own electrum server Privacy benefits Links: Twitter: @kcalvinalvinn utreexo Github: https://github.com/utreexo/utreexo Overview at MIT DCI https://dci.mit.edu/utreexo Blog post: Out of Order Block Validation with Utreexo Accumulators Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com

Erick Brimen of Prospera joins me to talk about: Creating $100-200T more wealth globally The market for living together Historical examples Governance, Government, & The State ZEDE law and uncertainty Working with Galoy Money Accepting Bitcoin & AmityAge on the island Links: Site: https://prospera.hn/news Twitter: @erickbrimen Other episodes: SLP417 Titus Gebel – Free Cities & Parallel Structures For Liberty SLP161 Titus Gebel – Bitcoin Citadels as Free Private Cities SLP340 Peter Young – El Salvador On The Ground & Free Private Cities Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Greg Sanders of Blockstream joins me to talk about Transaction Pinning, ANYPREVOUT and eltoo. We discuss a range of questions: What is Transaction Pinning? How does mempoolfullrbf help? Transaction Pinning vectors and possible fixes v3 transaction relay Overview of ANYPREVOUT Improvements with eltoo LN Penalty contrasted with LN Symmetry Scaling Bitcoin longer term Relevant episodes: SLP200 Christian Decker – ANYPREVOUT, MPP, Mitigating LN Attacks SLP298 Rusty Russell – Lightning Offers / BOLT12: The next big thing in Lightning? Links: Twitter: @theinstagibbs Github: Gregory Sanders Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Craig Raw of Sparrow Wallet rejoins me to chat: Bitcoin multi signature security Passphrases contrasted with multi-sig NFC support What's the difference between seed, passphrase, PIN & app password? Stages of HODLing BSMS BIP329 Import and export of transactions BIP47 support Links: Twitter: @craigraw Site: SparrowWallet.com nostr: #npub1hea99yd4xt5tjx8jmjvpfz2g5v7nurdqw7ydwst0ww6vw520prnq6fg9v2 BIP329 Relevant episodes: SLP459 Q1 and Bitcoin Security with NVK SLP455 Anant – Single Sig or Multi Sig? Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Matt Corallo of Spiral Bitcoin rejoins me to chat about the purpose of Bitcoin and developments in the space: Bitcoin contrasted with stablecoins Bitcoin's specialty Future problems vs today problems Canadian Trucker Bitcoin Donations and adversarial environments Cultural aspects What does it take to have Bitcoin Soft forks again? LDK Links: Twitter: @TheBlueMatt Spiral: Spiral.xyz LDK: Lightningdevkit.org Async payment post Prior episodes: SLP257 Matt Corallo – Bitcoin Soft Fork Activation, Taproot, and Playing Chicken Other relevant episodes: SLP449 James O'Beirne OP_Vault – A New Way to HODL? SLP200 Christian Decker – ANYPREVOUT, MPP, Mitigating LN Attacks SLP456 Casey Rodarmor What are Ordinals? SLP349 Chris Stewart Bitcoin DLCs & Stablechannels SLP298 Rusty Russell – Lightning Offers / BOLT12: The next big thing in Lightning? Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

William chats with Ray Dalio, one of the most successful investors of all time. Ray, whose net worth is estimated at $19.1 billion, founded the world's largest hedge fund firm, Bridgewater Associates, which manages about $150 billion. He's also the author of the #1 NYT bestseller “Principles: Life & Work,” which has sold over 4 million copies. Here, Ray shares invaluable lessons on how to develop your own principles for success, overcome your biggest obstacles, construct a resilient portfolio, invest wisely in China, think rationally about Bitcoin, & build a happy life that suits your personality. This is a true masterclass on investing & life.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro02:42 - How Ray Dalio's habit of writing down his principles changed his life.08:40 - Why it's critical to understand yourself & find paths that suit your nature.11:32 - What Ray discovered about his strengths, weaknesses, values, & motivations.12:25 - How he succeeds by collaborating with people who are strong where he's weak.12:50 - What business leaders like Elon Musk, Bill Gates, & Reed Hastings have in common.16:08 - How to convert your experiences into principles that will guide your decisions.17:29 - What Ray learned about risk & survival after a disastrous investment mistake.21:44 - How he taught himself to embrace pain, harnessing it to become a better investor.26:59 - How meditation empowers him to make decisions in a calm & centered way.31:32 - How to apply his five-step process for getting what you want out of life.32:16 - How to improve your life by identifying the “one big thing” that stands in your way.45:08 - How to combat your ego & your blind-spots.47:23 - Why he's comfortable investing billions in China, despite the uncertainties.45:31 - How he balances risk & reward by seeking to own 15 “good, uncorrelated bets.”52:00 - How regular investors can construct a well-diversified, resilient portfolio.57:16 - What we should learn from the bubble & bust of high-tech stocks & crypto.1:01:39 - Why he's deeply skeptical about Bitcoin.1:05:43 - How economies are driven by credit cycles, & where the U.S. stands in this cycle.1:18:13 - How to prepare for the future by knowing where you are in the three phases of life.1:23:57 - Why Ray is becoming more spiritual in the third & final phase of his life.1:33:18 - Why he's happy to cede control of his investment firm to a new generation of leaders.1:38:10 - Why Ray sees ocean exploration, not space exploration, as the greatest adventure of all. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESListen to William Green's 2022 interview with Ray Dalio, The Changing World Order - TIP410, or watch the video.Principles: Your Guided Journal by Ray Dalio.Principles: Life and Work by Ray Dalio.Ray Dalio's animated video on How the Economic Machine Works.Ray Dalio's animated video on Principles for Success.Ray Dalio's animated video on Principles for Dealing with the Changing World Order.Follow Ray Dalio on LinkedIn.Take the free PrinciplesYou personality assessment test.William Green's book, “Richer, Wiser, Happier” – read the reviews of this book.Follow William Green on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Send, spend, and receive money around the world easily with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mark Goodwin is the Editorial Director for Print at Bitcoin Magazine. He joins me to chat about the dynamics of Bitcoin and the Dollar: Warring factions in the govt Monetary dominance Protocol risks created by stablecoins? Bitcoin still surviving and thriving Links: Store: https://store.bitcoinmagazine.com/ Twitter: @markgoodw_in Article: Bitcoinmagazine.com Article: https://bitcoinmagazine.com/business/stablecoin-monster-cbdc-red-herring Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Joe Burnett invites Trey Sellers, Head of Client Solutions at Unchained Capital, for a discussion on all things Bitcoin. Joe and Trey talk about Charlie Munger and Ray Dalio's recent comments on Bitcoin, FIRE (Financial Independence Retire Early), self-custody, NOSTR, and more! Foundation builds Bitcoin-centric tools that empower you to reclaim your digital sovereignty, starting with Passport, the new standard for Bitcoin hardware wallets. Passport combines best-in-class user experience with air-gapped security, and pairs perfectly with our companion mobile app, Envoy. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code "BLOCKWARE" at check out for $10 off. Follow us on Twitter: Joe: https://twitter.com/IIICapital Trey: https://twitter.com/ts_hodl Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Charlie Munger, SEC, and Crypto 07:12 FIRE and Bitcoin 13:37 Self custody and BTC loans w/ Unchained Capital 19:35 Institutional Custody of BTC 28:06 Ray Dailo's BTC comments 34:14 Lightning, NOSTR, BTC as a Medium of Exchange 43:19 Bitcoin Mining and Unchained Capital 49:04 What does the future hold for Unchained? 51:11 Hyper-Bitcoinization

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs."IN THIS EPISODE YOU'LL LEARN:00:00 - Intro01:46 - What Michael learned from achieving his dreams early in his thirties.19:59 - What he's learned from subsequent wins and losses.36:16 - How it led him to found Tiger 21 and how he leverages surveys from the group to better understand the economy and preserving wealth.55:14 - Michael's personal views on recession risks, education, meditation.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESVisit Tiger 21 Website.Think Bigger Book.Check out Michael Sonnenfeldt's Website.Check out Trey Lockerbie's Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORS Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Send, spend, and receive money around the world easily with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dhruv Bansal is a physicist, entrepreneur, and the co-founder of Unchained Capital. In our conversation we explored the idea of scaling Bitcoin in layers, the importance of distributed markets on Bitcoin, Lightning, and beyond, and we touched Nostr, Tor, Ordinals and frameworks for understanding Bitcoin. → The Bitcoin Stack Presentation: https://www.youtube.com/watch?v=qlV5_udJkC0 → Unchained Capital: https://unchained.com/ Sponsors → Voltage: https://stacksats.how/voltage → Stakwork: https://stacksats.how/stakwork This show is a Lightning podcast. That means instead of asking for likes or shares, I ask for sats. The best way to show your support is to download Fountain from the App Store, load your wallet with some sats, and send them over the Lightning Network to kerooke@fountain.fm. → Fountain: https://www.fountain.fm/ → More Episodes: https://www.stacksats.how/podcast → Lightning Address: ⚡kerooke@fountain.fm Links → Stack Sats: https://www.stacksats.how/ → Twitter: https://twitter.com/kerooke → Books: https://www.kevinrooke.com/book-recommendations → Bitcoin News: https://stacker.news/r/kr Timestamps 00:00 - Intro 02:20 - Dhruv Bansal Intro 08:41 - What Can Be Built on Bitcoin? 21:23 - Selling Bitcoin vs. Selling Altcoins 36:35 - The Importance of Building in Layers on Bitcoin 45:52 - How Important Is Decentralization on the Lightning Network? 58:22 - Second Order Effects of Lightning Network Changes 1:01:52 - Energy, Bitcoin, & P2P Connections 1:06:43 - The Pendulum of Centralization & Decentralization 1:13:23 - Can Lightning Fix Tor? 1:26:15 - The Role of Companies on Layered Protocol Systems 1:31:50 - Making Changes to Bitcoin 1:47:37 - The Lightning Round

Preston Pysh talks with Luke Broyles about Bitcoin's impact from a monetary historical perspective. Luke has been creating a lot of great content around why Bitcoin is so important, how we're at the start of the information era, and why scarce digital monetary units are so vital at such a point in time.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro05:32 - An overview of monetary history.12:54 - Hyperinflation examples and boom bust empires.11:17 - Why we might be at the end of an era.47:32 - The global game theory.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESLuke Broyles' Twitter Account.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Send, spend, and receive money around the world easily with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

NVK (of Coinkite.com) rejoins me to chat about the latest in bitcoin security: New device Q1 with QR New Coldcard firmware Combining security techniques Bitcoin Gardening, not Ossification OP_VAULT Nostr Links: Q1: https://coldcard.com/docs/coldcard-q1 NVK's Nostr npub: npub1az9xj85cmxv8e9j9y80lvqp97crsqdu2fpu3srwthd99qfu9qsgstam8y8 Previous Episodes: SLP418 NVK Tapsigner: Bitcoin Hardware for the Masses? SLP344 NVK – Coldcard Mk4, Tapsigner, Satscard – Bitcoin Hardware Innovation SLP290 NVK Bitcoin Security & Backups Primer SLP252 NVK Bitcoin Hardware Wallets vs Air Gapped Computers Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

On today's episode, Clay breaks down four wide moat stocks to be considered for 2023. If you've been following along with the show for quite some time, you know that Warren Buffett loves companies with wide moats. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace.However, even some of the widest moat and highest quality companies can be a poor investment if you pay too high of a price, so I also brought that into consideration when selecting these four companies. If you enjoy learning about individual stocks and what makes a great company, you won't want to miss this great episode.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro02:58 - What it means for a company to have a wide economic moat.03:53 - Why a wide moat is critical to assess and succeed as an investor.05:03 - Why technology companies offer some of the most attractive opportunities for value investors.09:42 - Why Clay believes that Alphabet and Amazon offer good value in today's market.26:54 - Why Amazon is a “forever hold” for legendary investors like Nick Sleep and Bill Miller.38:58 - What super investors have taken positions in Alphabet and Amazon.43:20 - What makes S&P Global and Sherwin Williams both companies with very strong moats.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESAdam Seessel's book: Where the Money Is.Listen to John Huber chatting about Amazon on Millennial Investing, or watch the video.Security Analysis Newsletter.Check out our takeaways from Warren Buffett's Shareholder Letters. Watch the video here.Don't miss Clay's review of The Education of a Value Investor by Guy Spier. Watch the video here.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Send, spend, and receive money around the world easily with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter St Onge rejoins me on the show to talk about AI and what it means from an economic perspective. Many believe that all the jobs will disappear or there will be massive economic chaos. We discuss: AI and what jobs it will take What new jobs will be created? What about UBI? Implications for choosing a career ChatGPT and political bias Existential risks Trillion dollar coins Links: Twitter: @profstonge Substack: HyperBitcoinization | stonge.substack.com YouTube: @Profitsofchaos | Youtube.com Prior episode: SLP272 Peter St. Onge - Bitcoin Energy Double Standards & Why Robots Are Not Taking All Our Jobs Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Bill Hill from Pouch (Bitcoin Island Philippines) and Malcolm Weed from Neutronpay join me to talk about Bitcoin as international money and the scene in Asia. Bill and Malcolm share some insights into Bitcoin and lightning on the ground, and remittance corridors. We also talk about their upcoming events, Lightningcon in Da Nang and Bitcoin Island Retreat coming up at the end of March. We chat: Merchant adoption Bitcoin remittances Bitcoin and lightning companies collaborating Knowledge about the lightning network Bitcoin communities locally Links: Twitter: @BitcoinIslandPH Site: https://pouch.ph/retreat2023 Site: https://lightningcon.org/ BitcoinBeachVN: @BitcoinBeachVN Site: Neutronpay.com Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

What are some less costly alternatives for a managed multi-sig bitcoin inheritance plan? Why poor man's multi-sig? A multi-sig setup is good for inheritance purposes, because multiple keys are needed to access your funds. This way, there's no pressure on one single keyholder to have high-level security. In a multi-sig, if one person loses their key, an attacker or hacker can't do much without the other keys. Of course, the keyholders should keep the keys secure. But if one leaves his 12 key words laying around, it's not as risky as it would be if he was the sole keyholder. Also, the keyholders should be geographically distributed – don't give them to people all living in the same house. A drawback of using multi-sig is that it can be expensive, especially if your stack isn't that big. Having 3 to 5 hardware wallets can cost several hundreds of dollars. It might not be cost-justified by the current level of your holdings. Many of the good plans are through popular services (such as Unchained Capital, Casa, and Nunchuk). However, those are possible single points of failure. If a hacker knows that some of your keys are with these companies, they may find a way to access them. It's easier for a hacker to hit one of these companies instead of hitting a computer in a random house. These companies are also an easy target for subpoenas. Maybe you going through a divorce or a child custody battle, or maybe you have IRS or creditor issues. They may figure out that you are using a big company and figure out where to serve papers in hopes of getting your account information. Separate seed from passphrase What are some poor man options to avoid the expense of multiple hardware devices, as well as the small risk of using a centralized key-holding company? One option is to separate your seed from your passphrase. If you have a wallet with 12 or 24 words, you can additionally add a passphrase (which is an equivalent of a 13th or 25th word). Now you need both the 12 or 24 words and the passphrase to access the wallet. While you are alive, you can just transact normally with your wallet and passphrase. But the plan is to give the seed phrase (the 12 or 24 words) to your executor and backup executors, while giving the passphrase to your heirs or someone else. After your death, those two parties need to team up to access your wallet. While you are alive, they cannot access your wallet unless they combine the seed and passphrase. This is similar to multi-sig, where neither keyholder has to exercise extreme caution. But you should choose people who will keep these safe. BUT what if your executors and heirs are the same people? In that case, you may want to hire a professional executor as a professional keyholder. Giving your adult children the seed and the passphrase makes it very easy for them to conspire together while you are alive. Separate clone wallet from PIN Another option is to separate your clone wallet from your PIN. You can load your seed phrase into a dedicated hardware wallet that is not directly connected to the internet. In order to turn on your device, you have to enter a PIN. During your life, you transact with your wallet and PIN as usual. Here, the bitcoin inheritance plan is to give a clone wallet to your executor and backup executors without the PIN. Then you give the PIN to your heirs or someone else, creating your own 2 of 2 multi-sig. Again, neither keyholder needs to exercise extreme caution, since there is not much anyone can do with only one piece of the puzzle. A huge drawback is that without the PIN, your executor cannot keep the clone wallet up to date (software updates, etc.). Depending how much time lapses before you die, he could end up with a very outdated device. To address this, you may have to do some periodic updates for the executor. Probate (can apply to Bitcoin) There's no perfect plan; these are some options for folks who can't cost-justify using a multi-sig, but like the idea of splitting up access for security reasons. My book, “How Probate Works,” applies to your bitcoin inheritance planning because it explains the kinds of tasks your executor has to do when you pass. I'll be doing more talks to groups on this topic and we plan to post them shortly. In the meantime, keep your bitcoin questions coming! Request your free consultation  

Casey Rodarmor joins me to chat about Ordinals and Inscriptions. Now we get into the pros and cons of this, and whether it is bad for Bitcoin. We chat: What Ordinals and Inscriptions are The ‘bull' case for Ordinals and Inscriptions Do they spam the bitcoin blockchain? Witness data on the input side, not output side Is it harder to validate? Can it even be stopped? Marginal consumption of block space Links: Twitter: @rodarmor Site: Ordinals.com Podcast: https://hellpodcast.money/ BitMEX post: https://blog.bitmex.com/dapps-or-only-bitcoin-transactions-the-2014-debate/ Andrew Poelstra's commentary: https://lists.linuxfoundation.org/pipermail/bitcoin-dev/2023-January/021372.html Sponsors: Swan Bitcoin Cory's blog post for Swan: Bitcoiners, it's winning time Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com BTCPrague.com

Anant of BitHyve (Hexa, Keeper) rejoins me on the show to chat about the question of securing your Bitcoin in single signature or multi signature. We also talk through best practices. Topics covered: Single sig or multi sig Costs of multi sig Detailed walkthrough of multi sig set up Practical tips to keep it simple Keeper and features Miniscript and Musig2 Bitcoin4india Links: Twitter: @anant_tap Twitter: @bitcoinKeeper_ Site: Bitcoinkeeper.app Relevant prior episodes SLP429 – Anant Tapadia Bitcoin In India, Keeper, b4i conference SLP290 NVK Bitcoin Security & Backups Primer SLP215 Michael Flaxman – 10x Your Bitcoin Security With Multisig Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

E167: Bitcoin and Our Future with Special Guest Connor Dent   E167 Introduction Hello Basecampers, I hope you are all doing well. When I sketched out season five, I basically made a 4 quadrant grid...

Parker Lewis is the Head of Business Development at Unchained Capital. We discuss the cascade of consequences when government inflates the currency and how Bitcoin solves these problems.GUEST: Parker's Written Work: https://bitcoiner.ghost.io/bitcoin-is-not-a-hedge/Parker's Twitter: https://twitter.com/parkeralewis/PODCAST: Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/25LPvm8...RSS Feed: https://feeds.simplecast.com/MLdpYXYIOutline: 00:00:00 “What is Money?” Intro Music 00:00:08 “What is Money?” Intro Message 00:01:40 Do More with Your Digital Assets with Ledn 00:02:24 Introducing Parker Lewis 00:04:00 Why Bitcoin is Not a Hedge But a Solution To Inflation 00:11:56 Advantages of Trustless System vs Black Box System 00:14:36 How Government Destroyed a Hedge Against Uncertainty 00:22:48 Take Control of Your Healthcare with CrowdHealth 00:23:50 A Bitcoin Wallet with Privacy Built-In: Wasabi Wallet 00:24:25 A Chance To Win Discounted Tickets to The Bitcoin 2023 Conference and 10M SATS 00:25:22 Hold Bitcoin in the Most Secure Custody Model with Casa 00:26:10 Risks Associated With Printing Money 00:31:38 Forcing People Into Taking Risks 00:34:23 Hidden Cascade of Consequences 00:36:02 Understanding The Most Certain and Hyper-Intuitive Money 00:41:36 A Weird Time in History And Peace of Mind 00:46:35 Where To Find Parker's Work 00:47:14 "What is Money?" OutroSOCIAL: Breedlove Twitter: https://twitter.com/Breedlove22WiM? Twitter: https://twitter.com/WhatisMoneyShowLinkedIn: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22?l...All My Current Work: https://linktr.ee/breedlove22WRITTEN WORK: Medium: https://breedlove22.medium.com/Substack: https://breedlove22.substack.com/WAYS TO CONTRIBUTE: Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7 Sats via Strike: https://strike.me/breedlove22Sats via Tippin.me: https://tippin.me/@Breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBree...Dollars via Venmo: https://venmo.com/code?user_id=178435...The "What is Money?" Show Patreon Page: https://www.patreon.com/user?u=328431...RECOMMENDED BUSINESSES: Ledn lets you do more with your digital assets: https://www.ledn.io/CrowdHealth offers an innovative health insurance model based on Bitcoin and community: https://www.joincrowdhealth.com/breedloveWasabi Wallet is a Bitcoin wallet with privacy built-in by default: https://wasabiwallet.io/Join Me At Bitcoin 2023 in Miami, and use discount code BREEDLOVE for a chance to win 10M sats: https://b.tc/conferenceCasa is the most secure way to custody your Bitcoin (use discount code BREEDLOVE): https://keys.casa/Buy High Quality Bitcoin Apparel Here (use discount code BREEDLOVE): https://thebitcoinclothingcompany.com/?sca_ref=2744763.jDn5JzDZxSTry Feel Free Tonics, a Great Alternative to Alcohol and Caffeine (use discount code BREEDLOVE): https://botanictonics.comThe Only Snack Bar I Will Eat—The Carnivore Bar: https://the-carnivore-bar.myshopify.com/?sca_ref=3135331.u66L01muXY

Clay reviews Guy Spier's book, The Education of a Value Investor. Guy Spier is a renowned hedge fund manager who has beaten the S&P 500 by almost 250 percentage points since launching the Aquamarine Fund in 1997. He has also been a guest on We Study Billionaires several times, including episode #14 released all the way back in 2014.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro02:27 - Guy's story and background, and the critical mistakes he learned from the journey.06:39 - How studying Tony Robbins and Warren Buffett changed his life.19:48 - How writing handwritten letters helped Guy forge and develop extremely valuable and fulfilling relationships.23:20 - What led Guy to purchase a charity lunch with Warren Buffett.43:54 - What he learned from experiencing the great financial crisis as a fund manager.51:45 - Why Guy values fulfillment and a life well-lived over money.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into the recent We Study Billionaires episode covering The Dhandho Investor by Mohnish Pabrai or watch the video.Learn how to value a company by tuning into our review of The Little Book of Valuation by Aswath Damodaran or watch the video.Related Episode: Listen to Guy Spier, The Education of a Value Investor–TIP014 or watch the video.Related Episode: Listen to Investing and Life Masterclass w/ Guy Spier–TIP414 or watch the video.Related Episode: Listen to How to Build Enduring Wealth w/ Guy Spier–RWH009 or watch the video.Guy Spier's book: The Education of a Value Investor.William Green's book: Richer, Wiser, Happier.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Let an expert do your taxes from start to finish so you can relax with TurboTax.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Get insider access to the people and ideas at the edge of innovation with the chart-topping podcast from venture capital firm Andreessen Horowitz, The a16z Podcast.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dante Cook of Swan Business joins me on the show to chat about: Athletes and Bitcoin Proof of Work Shipping Containers and Bitcoin The need for entrepreneurs The old system fighting the new Bitcoin for businesses Links: Twitter: @Dante_Cook1 Email: Dante@swan.com LinkedIn: https://www.linkedin.com/in/dantecook/ Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his list for 2023. Eddy's 'Buy List' has beaten the S&P 500 by 102% over the last 17 years.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro02:08 - How the 2022 list performed during one of the worst stock market years on record.06:12 - Which five stocks Eddy swapped out for 2023 and why.20:58 - Which stock performance surprised Eddy the most.39:07 - An overview of the 2023 list and which stocks the TIP finance tool considers to be the most undervalued.47:39 - Eddy's thoughts on the markets. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESThe Buy List for 2023.Crossing Wall Street Blog.Eddy Elfenbein's Twitter.ETF (Ticker: CWS) information.Trey Lockerbie's Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Let an expert do your taxes from start to finish so you can relax with TurboTax.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Get insider access to the people and ideas at the edge of innovation with the chart-topping podcast from venture capital firm Andreessen Horowitz, The a16z Podcast.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Luke Gromen of Forest For The Trees rejoins me on the show to talk about his macro views: Soft landing vs hard landing Government debt levels US Interest rates and “chicken-pivot” Commodities and dedollarisation Outlook for Bitcoin Links: Twitter: @LukeGromen Site: https://fftt-llc.com/ Prior episode: SLP247 Luke Gromen – Does Bitcoin Recreate The Hunger Games? Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Lyn Alden and Alyse Killeen talk about all the emerging businesses and ideas currently happening in the Bitcoin Lightning Network and where they see the space moving in the coming 12 to 24 months.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro01:12 - What are most important things that Lyn and Alyse are tracking going into 2023?03:59 - What is the current state of the Bitcoin Lightning Network?15:36 - How do they see stable coins versus CBDCs progressing in the coming year?15:36 - Thoughts on Taro and whether it's a distraction to Bitcoin.38:52 - Lyn's thoughts on inflation in places like Egypt and Argentina.43:55 - Lyn's thoughts on the dollar and Global M2.01:05:51 - What's one of the most exciting things happening in the VC space?01:05:51 - How do Lyn and Alyse think about intrinsic value in the VC space?01:19:30 - Lyn's thoughts on the changes to how CPI is calculated.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESLyn's Macro Research Site.Lyn's Twitter.Alyse's Twitter.Alyse's Fund Stillmark Capital.Lyn's Fund Ego Death Capital.Related Episode: Listen to TIP491: Macro and the Energy Market w/ Lyn Alden, or watch the video.Related Episode: Listen to BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden, or watch the video.Related Episode: Listen to BTC031: Investment in Bitcoin Tech w/ Alyse Killeen, or watch the video.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Let an expert do your taxes from start to finish so you can relax with TurboTax.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Get insider access to the people and ideas at the edge of innovation with the chart-topping podcast from venture capital firm Andreessen Horowitz, The a16z Podcast.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Antoine Poinsot of Revault/WizardSardine and Salvatore Ingala of Ledger join me to explain: What is Bitcoin Miniscript? How does it help enable new uses of bitcoin? Inheritance, timelocking and business use Security Complexity Liana and Ledger Software and hardware Next steps from here Links: Twitter: @darosior Twitter: @salvatoshi Blog: https://blog.ledger.com/miniscript-is-coming/ WizardSardine: A team of bitcoiners with a passion for security Liana: Announcing Liana BIP for wallet policies: [New BIP] Wallet Policies #1389 Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera Miniscript resources: github.com/LedgerHQ/app-bitcoin-new: the Ledger Nano application for bitcoin bitcoin.sipa.be/miniscript: the miniscript website and playground miniscript.fun: a graphical playground for miniscript bitcoinops.org/en/topics/miniscript: more links and additional information on miniscript en.bitcoin.it/wiki/Script: Script reference

Brad Mills (Bitcoin HODLer and VC investor) joins me to dissect cRyPtO scams from the last cycle. What lessons are there to be learned about the dynamics? Listen in to hear some post mortem commentary, as well as some views on what's coming. We discuss: cRyPtO ponzi dynamics How the cycles line up Fake decentralisation Liquid staking Yield chasing Bitcoin fundamentals Links: Twitter: @bradmillscan Site: Bradmills.ca Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Josibake (bitcoin core developer) joins me on the show to talk about Bitcoin Developer Education and why it's much improved nowadays! We discuss a range of topics: Why is it important? What are the main bottlenecks? What career opportunities are there? Chaincode labs seminars Qala Bitcoin Dev Philosophy book Onboarding to bitcoin core What he'd like to see in Bitcoin Links: Twitter: @josibake Chaincode Labs Seminars Onboarding to Bitcoin Core Bitcoin Development Philosophy Prior episodes: SLP124 Jon Atack – Bitcoin Core Contribution SLP216 Gloria Zhao Learning Bitcoin Core Contribution & Hosting PR Review Club SLP359 Abubakar Nur Khalil – Bitcoin in Africa, Qala, B Trust, Recursive Capital SLP229 John Newbery – Brink: Bitcoin Development SLP406 Adi Shankara Bitcoin Needs Technologists & Summer of Bitcoin Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

James O'Beirne (Bitcoin Core developer) rejoins me on the show to chat about OP_Vault. We discuss: The history of the Vault idea Precomputed vaults vs General covenants What does a good vault look like? How OP_Vault works Who it's for What next with OP_Vault Links: Paper: Vaults and Covenants Twitter: @jamesob Mailing list discussion: [bitcoin-dev] OP_VAULT: a new vault proposal Twitter Thread: https://twitter.com/jamesob/status/1612482957406801922 Prior episodes: SLP339 Jeremy Rubin – What is Check Template Verify? SLP404 Gloria Zhao – What Do Bitcoin Core Maintainers Do? SLP83 Conner Fromknecht – Bitcoin Lightning Watchtowers in depth SLP66 James O'Beirne – The truth about ‘power' in Bitcoin Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

IN THIS EPISODE, YOU'LL LEARN:10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War.14:22 - How he handles the pain & discomfort of difficult periods in the stock market.31:52 - Why he thinks Tesla's stock is overvalued & what he thinks it's really worth.35:20 - Why it's critical for investors to be skeptics who never let down their guard.43:56 - What insights he drew from studying Benjamin Graham & writing a book about him.51:44 - How Fred applies a consistent three-step process to every business he analyzes.54:34 - How to win as an investor by waiting for intrinsic value & the stock price to “true up.”01:02:25 - Why he regards a legendary free soloist climber as the world's greatest risk manager.01:11:43 - How flying planes has helped Fred to refine his understanding of the margin of safety.01:16:02 - Why he's given three younger colleagues the authority to veto his stock picks.01:24:26 - Why he “seals the exits” before buying a stock, assuming that he'll own it forever.01:34:29 - Why fund managers should sacrifice their own interests for the sake of their clients. 01:37:56 - What advice he'd give to people who are looking to hire an investment adviser.01:42:09 - Why he believes that relationships & purpose are the two most important things in life.01:45:48 - What he's done to build good health, so that he's still going strong at age 76.01:47:24 - How his religious faith has made him a better investor & a better steward of assets.01:50:10 - What he's learned about how to endure sorrow & tragedy.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESFred Martin's investment firm, Disciplined Growth Investors.Fred Martin's mutual fund, the Disciplined Growth Investors Fund. Benjamin Graham and the Power of Growth Stocks, co-authored by Fred MartinThe Psychology of Money: An Investment Manager's Guide to Beating the Market by Jim WareFree Solo, an Oscar-winning documentary about legendary climber Alex Honnold.William Green's book, “Richer, Wiser, Happier” – read the reviews of this book.William Green's Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Texas Slim and Jacob Wolki join me on the show to chat about what people are getting wrong with their nutrition nowadays, and how the beef initiative is helping. We chat: Nutrition today and what's gone wrong The Beef Initiative Regenerative Agriculture and the difference in product Using Bitcoin w/IBEX, OpenNode, BTCPay Inaugural Australian Beef Initiative Summit Feb 12th Links: Event link: Australian Beef Initiative- Sunday 12th Twitter: @JakeWolki Twitter: @modernTman Jake's Site: Wolkifarm.com.au Slim's Site: Beefinitiative.com Sponsors: Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

IN THIS EPISODE, YOU'LL LEARN:03:54 - How today's inflation compares to 1970 with Jeremy Grantham.07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.13:17 - How energy impacts inflation with Josh Young.31:55 - Why investors should consider microcaps with Ian Cassell.38:40 - The vindication of the dollar milkshake theory with Brent Johnson.47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTrey Lockerbie's Twitter.Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.Related Episode: Market Indicators, Cbdc's and Real Estate w/ Joe Brown - TIP507.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:01:54 - So what is Nostr?03:50 - It seems like the protocol is optimized around simplicity, is that it?06:30 - What does this look like 5 years from now?10:38 - What other application might pop out of this?16:19 - What are all these clients interfacing with the protocol?26:11 - What concerns do you have about open speech on sexual, racial, or explicit things?28:06 - How do you remove centralized servers with something like this?33:45 - Can traditional social media companies benefit from using Nostr?38:24 - What would someone's incentive be to run their own relay?45:46 - How does this all tie into Bitcoin?Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESMore information about Nostr.William Casarin's Nostr Account Pub Key: npub1xtscya34g58tk0z605fvr788k263gsu6cy9x0mhnm87echrgufzsevkk5s.William's Damus App webpage.William's Twitter.Astral.Ninja (for creating a Nostr Account).Verifying your Nostr Account: NostrVerified.com.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:05:27 - How everyday people can actually have an advantage investing in stocks over those on Wall Street.13:15 - Lynch's stock investing philosophies and methods.26:41 - How he categorizes the stocks he invests in, in order to manage expectations.34:58 - What to look for when searching for a great company to invest in.37:48 - Why you should avoid companies that fall prey to what he calls diworsification.53:21 - The most common mistakes new investors make.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into the recent We Study Billionaires' episode covering Buffett's Purchase of TSM & Meta "Doomsday" Analysis.Learn about the How Jeff Bezos Built Amazon.Peter Lynch's books: One Up on Wall Street, Beating the Street, & Learn to Earn.Related Episode: Stig and Preston discuss One Up On Wall Street By Peter Lynch.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Get personalized, expert advice that helps you see things clearly with ATB.Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.If you're a sales professional, get every real-time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:01:19 - How to live a life with integrity.01:38 - How to live a life with honesty.18:06 - How to live a life that is true to your personality.23:39 - What it means to be “poor rich.”38:20 - Why what we envy from rich people is independence.01:03:38 - How to live a life of subtraction and not of complexity.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESWilliam Green's book, Richer, Wiser, Happier – read reviews of this book.Our conversation with William Green about Richer, Wiser, Happier.Our conversation with William Green about The Great Minds of Investing. Check out William Green's show, Richer, Wiser, Happier.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.In a world of probabilities, trade the possibilities with Pepperstone.Start building a portfolio of alternative farm and timberland assets with AcreTrader.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Send, spend, and receive money around the world easily with Wise.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.Give your family and friends Omaha Steaks, a gift that will be remembered with every unforgettable bite. Use promo code WSB at checkout to get that EXTRA $30 OFF your order.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:01:45 - Oakmark's framework for navigating the current market.12:09 - Bill's updated thoughts on Meta and Bank of America.22:18 - How the Warner Discovery merger has caused a lot of confusion in the market that may now have resulted in a severely undervalued stock.36:07 - How Lithia motors are quietly capitalizing on the used car market and its newer DTC platform.39:10 - How Lithia compares to competitors such as Carvana who's stock has nearly crashed completely.And much, much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESOakmark Website.Oakmark Commentary.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.In a world of probabilities, trade the possibilities with Pepperstone.Start building a portfolio of alternative farm and timberland assets with AcreTrader.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Send, spend, and receive money around the world easily with Wise.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.Give your family and friends Omaha Steaks, a gift that will be remembered with every unforgettable bite. Use promo code WSB at checkout to get that EXTRA $30 OFF your order.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

K3tan of Ministry of Nodes rejoins me on the show to chat about his recent survey and review the year in Bitcoin. We discuss: Practical tips on using Bitcoin Which Bitcoin projects/software/hardware came out on top and why Self sovereignty and adoption Lightning Fedimint, Cashu What to expect for the next year Links: Twitter: @_k3tan Twitter: https://twitter.com/_k3tan/status/1600068204185153536 Site: https://ministryofnodes.com.au/ Prior episodes: SLP315 k3tan – Networking For Bitcoiners SLP411 K3tan Why Raspberry Pi Bitcoin Nodes Are Bad Sponsors: BTCPrague.com (code LIVERA) Swan Bitcoin Mempool.space Unchained Capital (code LIVERA) CoinKite.com(code LIVERA) Buildonl2.com Stephan Livera links: Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

IN THIS EPISODE, YOU'LL LEARN:01:53 - What is Nostr and why is it so important to Bitcoin and free speech?05:31 - Japan adjusting their YCC peg to a higher yield and what that means.26:27 - What impact does Japan's move have on other economies?28:47 - How does James see 2023 playing out?29:38 - Will the potential disinflation in the US help lower prices in Europe?32:42 - What's causing the inflation in the EU and is it solvable?34:56 - Paper Bitcoin and the impacts moving forward after the FTX situation.39:56 - China and it's COVID policy as it relates to global demand and inflation.45:38 - Is the US getting ready to go through disinflation?54:48 - What are some things happening in the Bitcoin space that excites James the most?Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESMore information about Nostr.Jame Lavish's Newsletter.Jame's Twitter.Related Episode: The Debt Spiral Defined w/ James Lavish - BTC093.Related Episode: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish - BTC084.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.In a world of probabilities, trade the possibilities with Pepperstone.Start building a portfolio of alternative farm and timberland assets with AcreTrader.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Send, spend, and receive money around the world easily with Wise.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.Give your family and friends Omaha Steaks, a gift that will be remembered with every unforgettable bite. Use promo code WSB at checkout to get that EXTRA $30 OFF your order.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN:03:36 - TSM's business model and competitive advantages.07:13 - All about the critical role semiconductors play in our overall economy.17:15 - Potential risks of investing in TSM.18:11 - The geopolitical tensions that are brewing with the US restricting China's access to the global semiconductor market.31:00 - What drives the stock's return in the long run.31:42 - The highlights from the Graham and Dodd Annual Breakfast.37:01 - Why Intel and Meta's stock might be undervalued.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into the recent We Study Billionaire's episode covering How Jeff Bezos Built Amazon.Learn about the Story of Airbnb.Jordan Schneider's Article: Choking Off China's AI Access.ValueStockGeek's writeup on Intel.Aswath Damodaran's analysis on Meta.Write-up on the Graham and Dodd Annual Breakfast.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today – 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.In a world of probabilities, trade the possibilities with Pepperstone.Start building a portfolio of alternative farm and timberland assets with AcreTrader.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.Send, spend, and receive money around the world easily with Wise.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.Give your family and friends Omaha Steaks, a gift that will be remembered with every unforgettable bite. Use promo code WSB at checkout to get that EXTRA $30 OFF your order.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE YOU'LL LEARN:01:08 - Why the interest rate is putting a price on time.14:50 - Why John Law is the most extraordinary person in the history of finance.19:00 - The history of the first experiment of easy money by a central bank.35:36 - Why “2% return” has caused the issues we currently see and have caused multiple other booms and busts throughout time.39:42 - What the natural level of interest rates are.43:46 - Why irresponsible monetary policy has an impact on creative destruction and, in turn, productivity and wage growth.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESEdward Chancellor's book, The Price of Time – Read reviews of this book.Check the authenticity of any quote on Quote Investigator.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.A gourmet gift from Omaha Steaks is a gift from the heart – a gift your family and friends will surely remember with every unforgettable bite. Use promo code WSB at checkout to get $30 OFF your order.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.More wealth, more purpose, or making more of a difference? Commonwealth Private helps you create more of yours - with exceptional service and experts who meticulously tailor opportunities for you.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.In a world of probabilities, trade the possibilities with Pepperstone.Ship with FedEx and be ready for this holiday season with picture proof of delivery.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.