Search Results for: bitcoin

Current favorite podcasts: ScriptNotes, Iced Coffee Hour, My First Million, Bitcoin Layer, and more

Below are some podcasts that I’m really enjoying at the moment… Here’s a page with my older podcast recommendations And here’s a running list of podcast notes I’ve taken. The most recent is an Ezra Klein interview of Leah Garces about factory farming and meat production — The Bitcoin Layer – a new-ish addition, I’m … Continue reading Current favorite podcasts: ScriptNotes, Iced Coffee Hour, My First Million, Bitcoin Layer, and more

Cullen Roche’s macro masterclass on The Bitcoin Layer – podcast notes

 Cullen Roche – CIO of Discipline Funds -Merrill Lynch asset management -2008 financial crisis transformed his view of world – how macro can dominate everything, while micro doesn’t really matter –Japan had been going through a similar transformation for 20 years – learned a lot from it -Japan’s financial system modeled after Fed, US … Continue reading Cullen Roche’s macro masterclass on The Bitcoin Layer – podcast notes

Bitcoin is a “simple” asset – David Andolfatto

Oldie but goodie — Andolfatto is SVP of the Fed Reserve Bank of Louis: I think that Bitcoin could be the world’s next great safe asset. At least, it certainly seems to have all the properties that are desired in a safe asset. Importantly, it is a “simple” asset. It’s simple in the sense that … Continue reading Bitcoin is a “simple” asset – David Andolfatto

Podcast notes – Brent Johnson on the Dollar Milkshake – Bitcoin Layer with Nik Bhatia

Brent Johnson – DLJ, then Credit Suisse, then wealth management Started Santiago Capital – manage money for individuals His website: SantiagoCapital.com Coined the term Dollar Milkshake Theory -framework for global sovereign debt currency crisis -name comes a scene in There Will Be Blood -US dollar and capital markets have advantages rest of world (ROW) doesn’t … Continue reading Podcast notes – Brent Johnson on the Dollar Milkshake – Bitcoin Layer with Nik Bhatia

My Personal Bible – some recent additions (Wences’s bitcoin PDF, Rafa Nadal’s memoir)

Here’s an updated version of my personal bible which is a collection of excerpts and highlights and quotes from my favorite writings. Recently I added two sources, one is Wences Casares’s bitcoin PDF (original post), some snippets: If Bitcoin succeeds it may be a global non-political standard of value and settlement. The world already has … Continue reading My Personal Bible – some recent additions (Wences’s bitcoin PDF, Rafa Nadal’s memoir)