BTC076: Finding Asymmetric Investments w/ Bill Miller IV (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

English - May 04, 2022 02:32 - 42 minutes - ★★★★★ - 3.1K ratings
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Previous Episode: Classic 13: Security Analysis

Next Episode: TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

IN THIS EPISODE, YOU’LL LEARN:

01:43 - Bill's overall thoughts on the current market conditions.

09:31 - How Bill and his father first found Bitcoin.

12:16 - Why Bill found Bitcoin to be an asymmetric investment.

18:54 - Margin and investing.

21:18 - Thoughts on Musk buying Twitter.

23:35 - Bitcoin vs Crypto.

28:49 - Concentrated investing and why it's important.

31:12 - Mean / Variance Portfolio Theorem.

40:54 - Finding big trends in markets.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Bill Miller IV Twitter.

Miller Value Partners.

Bill's book recommendation: The Psychology of Money by Morgan Housel.

New to the show? Check out our We Study Billionaires Starter Packs.

Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

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IN THIS EPISODE, YOU’LL LEARN:

01:43 - Bill's overall thoughts on the current market conditions.
09:31 - How Bill and his father first found Bitcoin.
12:16 - Why Bill found Bitcoin to be an asymmetric investment.
18:54 - Margin and investing.
21:18 - Thoughts on Musk buying Twitter.
23:35 - Bitcoin vs Crypto.
28:49 - Concentrated investing and why it's important.
31:12 - Mean / Variance Portfolio Theorem.
40:54 - Finding big trends in markets.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Bill Miller IV Twitter.

Miller Value Partners.

Bill's book recommendation: The Psychology of Money by Morgan Housel.
New to the show? Check out our We Study Billionaires Starter Packs.
Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

Twitter Mentions

@billfour