132 min listen
Strategy, Capital, and Bitcoin with Mike Alfred (WiM113)
Strategy, Capital, and Bitcoin with Mike Alfred (WiM113)
ratings:
Length:
109 minutes
Released:
Jan 19, 2022
Format:
Podcast episode
Description
Mike Alfred joins for me a look into the book "The Dao of Capital" by Spitznagel and for a general conversation on strategy, time preference, and Bitcoin.Be sure to check out NYDIG, one of the most important companies in Bitcoin: https://nydig.com/GUESTMike's Twitter: https://twitter.com/mikealfredPODCASTPodcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsE?si=wgVuY16XR0io4NLNo0A11A&nd=1RSS Feed: https://feeds.simplecast.com/MLdpYXYITranscript:OUTLINE00:00:00 “What is Money?” Intro00:00:08 Bitcoin Twitter00:03:27 Spitznagel’s Early Trading Days00:10:33 Taking Small Losses Early and Quickly00:16:06 Staying Patient in an Elevated Time Preference Fiat Environment00:22:05 Investment Strategy and Poker00:27:46 Delaying Short Term Volatility00:30:03 The Illusion of Wealth Creation Through Inflation00:35:52 NYDIG00:37:00 The Art Economic Action00:39:44 Ancient War Strategies00:49:39 Misesian Philosophy & Austrian Thinking00:56:51 The Market’s Natural Interest Rate01:00:25 Bitcoin’s Monetary Neutrality01:03:40 Intertemporal Investing01:07:06 Spitznagel’s Investment Strategy01:15:21 How Changes in the Economy Could Affect His Strategy01:19:07 Bitcoin Barbell Strategy01:27:40 Spitznagel ETF?01:31:43 Structuring an Investment Strategy to Beat Bitcoin is a Bad Idea01:39:12 Conviction in Bitcoin Buy and Hold StrategySOCIALBreedlove Twitter: https://twitter.com/Breedlove22WiM? Twitter: https://twitter.com/WhatisMoneyShowLinkedIn: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22?lang=enAll My Current Work: https://linktr.ee/breedlove22WRITTEN WORKMedium: https://breedlove22.medium.com/Substack: https://breedlove22.substack.com/WAYS TO CONTRIBUTEBitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7Sats via Strike: https://strike.me/breedlove22Sats via Tippin.me: https://tippin.me/@Breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://venmo.com/code?user_id=1784359925317632528The "What is Money?" Show Patreon Page: https://www.patreon.com/user?u=32843101&fan_landing=trueRECOMMENDED BUSINESSESWorldclass Bitcoin Financial Services: https://nydig.com/Join Me At Bitcoin 2022 (10% off if paying with fiat, or discount code BREEDLOVE for Bitcoin): https://www.tixr.com/groups/bitcoinconference/events/bitcoin-2022-26217Automatic Recurring Bitcoin Buying: https://www.swanbitcoin.com/breedlove/Buy Bitcoin in a Tax-Advantaged Account: https://www.daim.io/robert-breedlove/Home Delivered Organic Grass-Fed Beef (Spend $159+ for 4 lbs. free): https://truorganicbeef.com/discount/BREEDLOVE22Buy Your Dream Home without Selling Your Bitcoin with Ledn: https://ledn.io/en/?utm_source=breedlove&utm_medium=email+&utm_campaign=substack
Released:
Jan 19, 2022
Format:
Podcast episode
Titles in the series (100)
The Saylor Series | Episode 8 | Bitcoin and Immortal Sovereignty: Michael Saylor joins me to discuss anthropology, energy, and technology from first principles as we build the intellectual foundation necessary to truly grasp the historic significance of Bitcoin. by The "What is Money?" Show