BTC055: What is the Cantillon Effect w/ Sahil...

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ...  Show more

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all. McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales across roughly 46,000 restaurants. About 95% of those restaurant ...  Show more

Phil Champagne, author of The Book of Satoshi and Bitcoin vs Altcoins joins the podcast to discuss consensus mechanisms and the difference between bitcoin and altcoins.

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What would capital markets look like on a Bitcoin Standard? Why would people invest if savings appreciate? Would hard money increase or decrease investment? We discuss all these questions in this recent saifedean.com seminar.

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In this podcast Saifedean and Lyn discuss Bitcoin and trends taking place in the macroeconomy. Lyn starts by giving her view on the investment case for Bitcoin, PlanB’s Stock to Flow model, and whether Bitcoin can be characterized as a Ponzi scheme. They then move on to discus ...