Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 4min
The Problem With Permissionless Bitcoin
04:24 • 3min
The Politics of Taproot Upgrades
07:32 • 2min
The Future of the Semiconductor Industry
09:10 • 4min
The Imposed Rate Policy: A Black Hole
12:41 • 5min
The Permissionless Conference Is Coming Up
18:11 • 2min
Netflix's Profits and Losses
20:39 • 4min
Netflix's Bloodbath in 2022
24:27 • 4min
The Overreaction of the Market to New Technologies
28:34 • 3min
The Importance of Timing in Cryptocurrencies
31:19 • 2min
The Next Bit of Stress in the Banking Sector
33:02 • 3min
The Importance of Second Derivative Thinking
36:30 • 3min
The Future of Inflation
39:22 • 5min
The Negative Effects of Euphoria
44:03 • 2min
The Distorsions of Passive Versus Active DeFi
45:47 • 5min
The Legend of Jeff Bezos
50:34 • 2min
Five Minute Oil Change
52:23 • 5min
How Price Discovery Works in Private Equity
56:59 • 2min
The Importance of Incentives in Bitcoin
59:12 • 5min
The Risks of Investing in Bitcoin
01:03:47 • 5min
The Importance of Asset Liability Matching
01:08:31 • 4min
The Asset Liability Matching
01:12:32 • 3min
The Importance of Transparency in Bitcoin
01:15:56 • 2min


