We’d like to thank Erik, the team at Invested.dk, and their fantastic investor community for a great interview last week on #inflation, #interestrates, $GLD, $SLV, #oil, and #Bitcoin. It’s always a pleasure to speak with them!
Overview: Nassim Nicholas Taleb is one of our intellectual heroes. His books, which include The Black Swan and Fooled by Randomness, constitute some of the best thinking and writing on risk in general, and financial risk in particular. He’s been publicly negative on Bitcoin, and while that is a respectable point of view, we disagree … Read more
Overview: On November 9th, 2020, we published the original version of this article on Bitcoin. In the less than 2 months since we wrote that piece, Bitcoin is up 115% from $15,480 to $33,217 as of this writing. Despite the significant increase in price, we see further value, and are updating the “Return Potential” … Read more
