Podcast and Chill #34
Beyond Bitcoin Maximalism; Assessing DeFi Risk; Berkshire Hathaway Masterclass
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Beyond Bitcoin Maximalism with Pete Rizzo
“We’ve swung very heavily towards putting bitcoin’s asset on this pedestal, that Bitcoin is this asset that does not compete with anything, but it has these Invincible qualities. And I think that what we might find is that we’ve over-optimised for that.” — Pete Rizzo
438 TIP. Berkshire Hathaway Masterclass w/ Chris Bloomstran
“Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a CAGR of 9.2% after fees (10.0% before fee) since his fund's inception on 2/28/1999 compared to 8.1% for the S&P500.”
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