This podcast episode discusses the increasing institutional investment in Bitcoin, noting that these large entities have different and much longer timelines for evaluating assets compared to retail investors. It highlights structures and mechanisms being developed to make Bitcoin more palatable for institutions, such as investments in companies holding Bitcoin and the concept of Bitcoin-linked bonds, suggesting a potential move tow...

This features a podcast discussion covering market volatility and the impact of tariffs on international trade relationships. The conversation shifts to the increasing role of AI tools in professional tasks, particularly those involving document research and creation. A specific application of Visual Studio Code, modified for AI agent interaction, is demonstrated as a powerful method for managing, analyzing, and collaborating on do...

This podcast excerpt from April 16, 2025, features a conversation between Alex and another person, likely discussing current market concerns, particularly the impact of tariffs imposed by the Trump administration. The discussion covers differing expert opinions on these tariffs, ranging from viewing them as a flawed execution to a deliberate strategy. They also examine the potential economic consequences for the US and China, consi...

This podcast excerpt features a conversation discussing market volatility and the potential of blockchain technology. The speakers highlight Chainlink's role in connecting real-world data to blockchains, enabling broader asset tokenization. They then transition to the current macroeconomic environment, focusing on uncertainty caused by potential tariff changes and the administration's focus on the bond market. Finally, th...

Get a grip on the turbulent markets of March 2025! In this insightful episode, They explore the impact of the new administration's policies, particularly tariffs, on market skepticism. 

The discussion also covers contrasting forces like liquidity injection and the rise of AI technology. A key point of analysis is the unexpected downturn in the crypto market despite positive news and increasing maturity, attributed partly to bro...

Tune in to this insightful discussion on the wild market swings and how to leverage them for your investment strategy . 

Topics:

1. The hosts delve into the crucial distinction between market sentiment and the underlying fundamentals of individual stocks emphasizing how volatility can be a valuable tool to test your investment convictions

2. Discover strategies for navigating these turbulent times, including when to potentially trim w...

This podcast excerpt features a discussion on leveraging AI, specifically Grok, for financial analysis, emphasizing the importance of prompt engineering to guide AI research effectively. 

The speakers highlight the value of using Grok's "deep research" function for accessing real-time information, particularly from Twitter (X), while acknowledging the need to filter out noise.

They then shift their focus to the crypto...

This podcast excerpt features a conversation about the intersection of traditional finance and the cryptocurrency market. Alex and Gabriel discuss the potential for blockchain technology to improve efficiency in global transactions, and the impact of fiat currency debasement on the crypto market. They explore the role of tokens in the crypto space, highlighting how they differ from traditional shares and enable novel ways to raise ...

Decoding Market Moves: AI, Tesla, Crypto, and Risk Management Strategies

Description:

In this episode, we dive deep into the dynamic world of market trends and investment strategies. Join us as we dissect recent movements in key sectors and explore opportunities for both seasoned and aspiring investors.

SMCI & AI Stocks: We analyze the potential of Super Micro Computer (SMCI) and the broader landscape of AI stocks, revisiting a pr...

This podcast discussion centers on the commoditization of AI, specifically focusing on the increasing accessibility and capabilities of open-source models like DeepSeek, contrasting them with more centralized approaches. The conversation then shifts to a trade idea involving long-term bonds, analyzing market trends and inflation rates to support the argument for this investment strategy. Finally, the discussion touches upon the geo...

AI, Chips, and Crypto: Navigating the Tech Landscape

Description:

AI Discussion:

This episode dives deep into the rapidly evolving worlds of artificial intelligence, semiconductor technology, and cryptocurrency. We begin with a discussion on Deepseek, a new open-source AI model from China, exploring its capabilities, its impact on the market, and the implications for companies like Nvidia and AMD1.... We analyze the potenti...

Description:

In this episode, we dive deep into the complex world of finance with a focus on the interplay between liquidity, inflation, and asset valuation. We explore how the Federal Reserve's actions, particularly its balance sheet and the federal funds rate, impact the markets. This episode provides a comprehensive overview of the current macroeconomic landscape, offering valuable insights for both retail investors and mark...

What are we to make of Bitcoin in the middle of a brutal bear market.

We  discuss:
- What has changed and what has not
- Bitcoin as a network
- Regulatory risks
- What drives the current market price of Bitcoin

We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podcast we add a video or podcast we think of as Value add:
The FTX Contag...

29. Has Bitcoin Failed as an Inflation Hedge?

We  discuss:
- What has changed in Money Supply growth
- Why this current inflation may be both temporary and worrisome
- Is it too early to dismiss Bitcoin as a long term inflation hedge
- What drives the current market price of Bitcoin

We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podca...

28. Bitcoin Maxi or other projects ok to look at?

We  discuss:
- Can you use a value approach to analyzing other projects than Bitcoin?
- Is it even worth it?

We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podcast we add a video or podcast we think of as Value add:
Strategies for Assessing Digital Asset Value
Real Vision with Jeff Dor...

We  discuss:
- Bitcoin role In the Ukranian conflict 
- DEFI and NFT´s disruptive nature 


We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podcast we add a video or podcast we think of as Value add:

FYI - For Your Innovation. 

Big Ideas 2022 with Cathie Wood and Chris Hayes

https://podcasts.apple.com/us/podcast/big-ideas-20...

We  discuss:
- Bitcoin vs. Gold
- Why would #Bitcoin be seen as a strategic Reserve asset
- How to think Probabilistically as opposed to Deterministically
- Why institutions can't ignore even 5% tail events


We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podcast we add a video or podcast we think of as Value add:

Bitcoin ...

25. ¨Why We Are Going Out To Buy Pasta! ¨

We  discuss:
- Bitcoin in a time of centralized government action, even if morally justified
- A time of disequilibrium  usually comes with some pain
- Could this solve some problems long term? 

We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podcast we add a video or podcast we think of as Value add:

24. ¨Ukraine War, Macro & Bitcoin¨

We  discuss:
- Multiple uses cases highlighted by the Ukrainian invasion
- How to place financial assets and BTC in particular in perspective in times of grave uncertainty

We do not provide financial advise in any form.  All information is our opinion and for entertainment use.

Every Podcast we add a video or podcast we think of as Value add:

The 

The Pomp ...