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.
SPONSORS
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- River
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