Hedge funds v Reddit. Ray Dalio on Bitcoin. Tony’s journal entries. Portfolio update. Regression testing Tobias Carlisle. TK’s “war stories” of the ’99/’00 bubble. CCV 3PTL Sentiment. KRM coming out the naughty corner. SD cashflow. Index Mundi data dates.
Episode transcript available here.
KRM 2021–02-01_15-49–31
COG 2021–02-01_15-24–45
CCV 2021–02-01_15-44–39
APE 2021–02-01_15-29–09
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