BTC117: Bitcoin and the Start of the Informat...

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ...  Show more

In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ...  Show more

Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, and much much more! Preston is a leading voice in the Bitcoin space, ...  Show more

Don't be scared of crypto! Part 1 of Episode 2 explores one of the most era defining discoveries of the past century― cryptocurrency. This new way of storing value has entered mainstream adoption and so we've got to understand it to make the right decisions for our future. Uncove ...  Show more

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 ...