IN THIS EPISODE, YOU’LL LEARN:
00:00 – Intro
00:18 – Bill’s overall thoughts on the current market conditions
09:33 – How Bill and his father first found Bitcoin
12:33 – Why Bill found Bitcoin to be an asymmetric investment
15:32 – Not selling your winners | Margin and Investing
19:58 – Thoughts on Musk buying Twitter
22:10 – Bitcoin Vs Crypto
25:25 – Reinforcing network effect around energy
28:14 – Concentrated investing and why it’s important
30:14 – Mean / Variance Portfolio Theorem
33:41 – Dematerialization
38:40 – Finding big trends in markets
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/BTC076
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/finding-asymmetric-investments-bill-miller-iv/
?BOOKS MENTIONED:
– Reminiscences of a Stock Operator by Edwin Lefèvre – https://amzn.to/3ycDHyT
– The Psychology of Money by Morgan Housel – https://amzn.to/3s9RmCU
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! ?
??PAST EPISODES MENTIONED
– 247 TIP. Legendary Investor Bill Miller – https://youtu.be/AKuu5FtIP18
– 180 TIP. Legendary Investor Bill Miller on Stocks, Commodities, and Crypto – https://youtu.be/keCssd8mzeI
?OTHER RESOURCES
– Preston’s Twitter Account: https://twitter.com/prestonpysh
– Bill’s Twitter Account: https://twitter.com/billfour
– Miller Value Partners – https://millervalue.com/
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LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.