QAV S04E04 — The Naughty Corner

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.