Shows
Prosperous: Investing in Common SenseRisking for Wealth and Crypto StrategyJoin us for a candid conversation recorded on a rainy day, touching on everything from Broadway plans to navigating complex financial markets. This episode delves into personal investment strategies, particularly within the crypto space, and examines the broader macro forces shaping the market landscape.A significant part of the conversation centers on the macroeconomic view, specifically the role of the Fed and money printing. It's argued that asset prices becoming more expensive is less about the economy doing well and more about the injection of liquidity, akin to inflation. The anticipation...2025-05-1826 minProsperous: Investing in Common SenseShifting Investment Strategies and Market Uncertainty Amidst Trade TensionsJoin us for a deep dive into the current market landscape. We explore the ongoing uncertainty surrounding US trade policy and tariffs, debating whether they are tools for negotiation or a long-term strategy. We analyze the potential scenarios for trade negotiations and note the lack of concrete progress seen so far. The conversation also covers the business costs associated with this disruption. Shifting focus, we discuss evolving investment strategies in a market that puzzles even experienced hedge fund managers. We touch upon trading market pr...2025-05-0739 minProsperous: Investing in Common SenseThe Last Boss: Institutional Money, Bitcoin, and Global Equilibrium ShiftsThis podcast episode discusses the increasing institutional investment in Bitcoin, noting that these large entities have different and much longer timelines for evaluating assets compared to retail investors. It highlights structures and mechanisms being developed to make Bitcoin more palatable for institutions, such as investments in companies holding Bitcoin and the concept of Bitcoin-linked bonds, suggesting a potential move towards legitimizing Bitcoin as an asset class and a potential driver for price movement. The conversation also touches on Bitcoin's unique characteristics as a network-driven asset with a fixed supply, its historical performance, and...2025-04-3031 minProsperous: Investing in Common SenseNavigating Global Uncertainty and AI: Decoding Volatility and Revolutionizing WorkflowsThis features a podcast discussion covering market volatility and the impact of tariffs on international trade relationships. The conversation shifts to the increasing role of AI tools in professional tasks, particularly those involving document research and creation. A specific application of Visual Studio Code, modified for AI agent interaction, is demonstrated as a powerful method for managing, analyzing, and collaborating on documents with an AI assistant, contrasting it with less granular control offered by other AI platforms. The speakers acknowledge the ongoing uncertainty in both the financial markets and the rapidly evolving...2025-04-2350 minProsperous: Investing in Common SenseTariffs, Trade Wars, and The Future of Bitcoin: Deep DiveThis podcast excerpt from April 16, 2025, features a conversation between Alex and another person, likely discussing current market concerns, particularly the impact of tariffs imposed by the Trump administration. The discussion covers differing expert opinions on these tariffs, ranging from viewing them as a flawed execution to a deliberate strategy. They also examine the potential economic consequences for the US and China, considering trade dynamics and possible counter-measures. Furthermore, the speakers touch upon monetary policy, the Federal Reserve's future, and the potential for future market movements, with a final segment addressing the long-term prospects...2025-04-1736 minProsperous: Investing in Common SenseRiding the Crypto Waves & Market Moves: Chainlink Insights, Tariff Talk, and the Ripple Rally!This podcast excerpt features a conversation discussing market volatility and the potential of blockchain technology. The speakers highlight Chainlink's role in connecting real-world data to blockchains, enabling broader asset tokenization. They then transition to the current macroeconomic environment, focusing on uncertainty caused by potential tariff changes and the administration's focus on the bond market. Finally, the discussion shifts to Ripple and XRP, explaining their aim to improve international money transfers and the significance of the SEC dropping its appeal in their ongoing legal battle.List os...2025-03-1936 minProsperous: Investing in Common SenseAre We Heading Towards a Recession? Crypto, Tariffs, and Economic OutlookGet a grip on the turbulent markets of March 2025! In this insightful episode, They explore the impact of the new administration's policies, particularly tariffs, on market skepticism. The discussion also covers contrasting forces like liquidity injection and the rise of AI technology. A key point of analysis is the unexpected downturn in the crypto market despite positive news and increasing maturity, attributed partly to broader macroeconomic pressures. The speakers touch upon market manipulation in crypto and the potential for further mainstream adoption. Finally, they reflect on the emotional aspects of trading and effective strategies for navigating market v...2025-03-1341 minProsperous: Investing in Common SenseNavigating the Market Mania: Volatility, Value, and the Future of BitcoinTune in to this insightful discussion on the wild market swings and how to leverage them for your investment strategy . Topics:1. The hosts delve into the crucial distinction between market sentiment and the underlying fundamentals of individual stocks emphasizing how volatility can be a valuable tool to test your investment convictions2. Discover strategies for navigating these turbulent times, including when to potentially trim winning positions and when macro-driven dips might present buying opportunities3. The conversation explores different investment philosophies, from the "portfolio of the dead" to actively trading around c...2025-03-0545 minProsperous: Investing in Common SenseGrok AI, Bitcoin, and Options Strategies: A Podcast DiscussionThis podcast excerpt features a discussion on leveraging AI, specifically Grok, for financial analysis, emphasizing the importance of prompt engineering to guide AI research effectively. The speakers highlight the value of using Grok's "deep research" function for accessing real-time information, particularly from Twitter (X), while acknowledging the need to filter out noise. They then shift their focus to the cryptocurrency market, with an analysis of MicroStrategy's Bitcoin strategy and its associated risks. The speakers explore potential scenarios and express a preference for using options strategies like call spreads to ma...2025-02-2733 minProsperous: Investing in Common SenseTradFi Meets Crypto: Bridging Traditional Finance and BlockchainThis podcast excerpt features a conversation about the intersection of traditional finance and the cryptocurrency market. Alex and Gabriel discuss the potential for blockchain technology to improve efficiency in global transactions, and the impact of fiat currency debasement on the crypto market. They explore the role of tokens in the crypto space, highlighting how they differ from traditional shares and enable novel ways to raise capital and incentivize participation in new technologies. Key topics include:- The bullish outlook on crypto due to the bridging of traditional finance and blockchain, as well as t...2025-02-1943 minProsperous: Investing in Common SenseDecoding Market Moves: AI, Tesla, Crypto, and Risk Management StrategiesDecoding Market Moves: AI, Tesla, Crypto, and Risk Management StrategiesDescription:In this episode, we dive deep into the dynamic world of market trends and investment strategies. Join us as we dissect recent movements in key sectors and explore opportunities for both seasoned and aspiring investors.SMCI & AI Stocks: We analyze the potential of Super Micro Computer (SMCI) and the broader landscape of AI stocks, revisiting a previous call and examining the factors driving their performance. We evaluate the impact of earnings calls...2025-02-1258 minProsperous: Investing in Common SenseAI, Bonds, and Geopolitics: Navigating a Complex Market LandscapeThis podcast discussion centers on the commoditization of AI, specifically focusing on the increasing accessibility and capabilities of open-source models like DeepSeek, contrasting them with more centralized approaches. The conversation then shifts to a trade idea involving long-term bonds, analyzing market trends and inflation rates to support the argument for this investment strategy. Finally, the discussion touches upon the geopolitical complexities of the Gaza situation, exploring potential economic solutions and their implications.Key topics :- The commoditization of AI and its impact on businesses.2025-02-0543 minProsperous: Investing in Common SenseAI: DeepSeek, Nvidia, AMD, and Crypto Market Analysis.AI, Chips, and Crypto: Navigating the Tech LandscapeDescription:AI Discussion: This episode dives deep into the rapidly evolving worlds of artificial intelligence, semiconductor technology, and cryptocurrency. We begin with a discussion on Deepseek, a new open-source AI model from China, exploring its capabilities, its impact on the market, and the implications for companies like Nvidia and AMD1.... We analyze the potential market disruption caused by Deepseek's cost-effectiveness, and how this impacts the valuation of companies involved in AI....2025-01-2957 minProsperous: Investing in Common SenseDecoding the Markets: Liquidity, Inflation and the FutureDescription:In this episode, we dive deep into the complex world of finance with a focus on the interplay between liquidity, inflation, and asset valuation. We explore how the Federal Reserve's actions, particularly its balance sheet and the federal funds rate, impact the markets. This episode provides a comprehensive overview of the current macroeconomic landscape, offering valuable insights for both retail investors and market insiders. It emphasizes the importance of understanding the complex dynamics between monetary policy and market behavior.Key topics discussed include:The Federal...2025-01-2247 minProsperous: Investing in Common Sense30. Welcome Back. What are we to make of Bitcoin in a Bear MarketWhat are we to make of Bitcoin in the middle of a brutal bear market.We discuss:- What has changed and what has not- Bitcoin as a network- Regulatory risks- What drives the current market price of BitcoinWe do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:The FTX Contagion with Jesse PowellWhat Bitcoin didhttps://ww...2022-11-2243 minProsperous: Investing in Common Sense29. Has Bitcoin Failed as an Inflation Hedge?29. Has Bitcoin Failed as an Inflation Hedge?We discuss:- What has changed in Money Supply growth- Why this current inflation may be both temporary and worrisome- Is it too early to dismiss Bitcoin as a long term inflation hedge- What drives the current market price of BitcoinWe do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:The End of Germany & Ja...2022-07-1529 minProsperous: Investing in Common Sense28. Bitcoin Maxi or other projects ok to look at?28. Bitcoin Maxi or other projects ok to look at?We discuss:- Can you use a value approach to analyzing other projects than Bitcoin?- Is it even worth it?We do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:Strategies for Assessing Digital Asset ValueReal Vision with Jeff Dorman, CIO of Arcahttps://www.youtube.com/watch?v=vVaz_s3qWww2022-04-0155 minProsperous: Investing in Common Sense27. Bitcoin Use Cases in Ukrainian Conflict. Certainty in an Uncertain World?We discuss:- Bitcoin role In the Ukranian conflict - DEFI and NFT´s disruptive nature We do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:FYI - For Your Innovation. Big Ideas 2022 with Cathie Wood and Chris Hayeshttps://podcasts.apple.com/us/podcast/big-ideas-2022-with-cathie-wood-and-chris-hayes/id1271691895?i=1000554481591Questions? Comments?Find us on Twitter at:https://twitte...2022-03-2530 minProsperous: Investing in Common Sense26. Is Bitcoin a strategic Asset worthy of US Reserve status?We discuss:- Bitcoin vs. Gold- Why would #Bitcoin be seen as a strategic Reserve asset- How to think Probabilistically as opposed to Deterministically- Why institutions can't ignore even 5% tail eventsWe do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:Bitcoin Is Free Speech In The Digital Age: Jason Lowery: Full Interviewhttps://www.youtube.com/watch?v=m8...2022-03-1827 minProsperous: Investing in Common Sense25. Why we are going out to buy pasta!25. ¨Why We Are Going Out To Buy Pasta! ¨We discuss:- Bitcoin in a time of centralized government action, even if morally justified- A time of disequilibrium usually comes with some pain- Could this solve some problems long term? We do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:The The Pomp Podcast: #845 We Should Not Normalize Economic War On Innocent...2022-03-0440 minProsperous: Investing in Common Sense24. ¨Ukraine War, Macro & Bitcoin¨24. ¨Ukraine War, Macro & Bitcoin¨We discuss:- Multiple uses cases highlighted by the Ukrainian invasion- How to place financial assets and BTC in particular in perspective in times of grave uncertaintyWe do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:The The Pomp Podcast: #840 How Bitcoin On-Chain Is Looking After Russia/Ukraine War Begins2022-02-2734 minProsperous: Investing in Common Sense23. "Is Diversification Even Valuable For Tech & Crypto?¨23. "Is Diversification Even Valuable For Tech & Crypto?¨We discuss:- Facebook/Meta's recent fall- How to think of Technology when evaluating investments- High Valuation vs. Disruption- What does diversification mean in Tech and Crypto?We do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add a video or podcast we think of as Value add:All-In with Chamath, Jason, Sacks & Friedberg:E66: $FB's major pullback, Rogan/Spotify mess, Xi/P...2022-02-1144 minProsperous: Investing in Common Sense22. DeFi: Infinite Potential vs. Regulatory Crosshairs? 22. DeFi: Infinite Potential vs. Regulatory Crosshairs?Creating a new financial system based on new software rails is full of potential for new applications, lower costs and mass adoption. Will a regulatory clash stop it?We discuss:- The principles of Decentralized Finance - Regulatory risk across the landscape- Possible scenarios that can play out- How to think of DeFi tokens and tools in the current environmentWe do not provide financial advise in any form. All information is our opinion and for entertainment use....2022-01-2849 minProsperous: Investing in Common Sense21. Emotions In A Bear Market! Is this time is different?21. How to deal with your emotions in a Bear MarketWe discuss how to think about your investment profile and the ensuing emotions when things get tough.We discuss:- Current Macro environment - Mind check your emotions as another way to look at your portfolio- Good market/Bad market check your expectations- Where to look for comfort- The way forward- Some things to tryWe do not provide financial advise in any form. All information is our opinion and for entertainment use...2022-01-2151 minProsperous: Investing in Common Sense20. Bitcoin Adoption20. Bitcoin AdoptionWe discuss how the end state in 2022 of the Government Bond market and the influence of technology in most industries may help the long-term adoption of Bitcoin.We discuss:- Why the Fed had to buy a lot of junk in the Great Financial Crisis- Why quantitative easing is like Candy, hard to quit- How "Pay me in Bitcoin" may become a thing- Regulatory protection in Finance may be obsoleteWe do not provide financial advise in any form. All information is our op...2022-01-1448 minProsperous: Investing in Common Sense19: Smart Contracts: Code & Law?Episode 18. Exploring Smart ContractsMuch is made of the ad ent of Smart Contract on the Blockchain and how they can revolutionize much of the transactional world. We take a step back and see how this technology could develop/. We discuss:- What is a Smart Contract?- How does it work?- Does it need a Legal/Regulatory framework to Operate?- Applicability - Where is it likely to start?- Why you still may need lawyers and not just coders to implement SCWe...2022-01-0344 minProsperous: Investing in Common Sense18. Exploring the Bear cases for Bitcoin. What can go wrong?Episode 18. Exploring the Bear cases for BitcoinThere is a difference between dismissing Crypto and Bitcoin specifically out of hand and exploring the reasons for which these innovations may fail. We explore a number We discuss:Basic objections- Energy Consumption- Lack of Intrinsic Value- Governmental InterferenceDeeper Objections- How hyperbitcoinization limits Crisis response- Minimal possible agreed role of Governing institutions- Corporate and Institutional vacillation between use case and regulatory complianceWe do not provide financial ad...2021-12-2048 minProsperous: Investing in Common SenseEpisode 17. Do you think NFT´s are nonsense? You should listen to this!Episode 17. Do you think NFT´s are nonsense? You should listen to this. We talk about NFT´s, what they are now, where they can go in the future, how to understand their value and the potential disruption they could create in different industries. We discuss:- What´s an NFT at its most basic- Different chains and markets where they live (Ethereum, Tezos and Solana)- Why again you need to ignore the noise to understand the signal- Where can you find value?- NFTs as proof of au...2021-12-0343 minProsperous: Investing in Common SenseEpisode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know AboutEpisode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know About We talk about the news Bitcoin all time high realized Cap and aboutWe discuss:- What Realized Cap on BTC tells us and Volume Weighted Average Price- The carry trade on BTC and the futures market- Why Futures based ETFs are creating an arbitrage opportunity in the Futures market- How to think of volatility markets?- How equity-linked notes open up new investor markets for BTC as the El Salvador Bitcoin Bond may sh...2021-11-2635 minProsperous: Investing in Common SenseEpisode 15. Current Macro Economy and Bitcoin´s RoleEpisode 15. Understanding Our Current Macro Economy Environment And Bitcoin´s RoleWe talk about our current Macro environment. Where are we heading and why it ´s important to understand it. We provide our view of how things are changing and unfolding going into this new decade where Inflation will be playing a major role. We discuss:- Structural debt - Monetary policy: Interest rates and money printing- Equity valuations - Central bank independence - Bitcoin´s role We do not provide financial advise in any form. ...2021-11-1947 minProsperous: Investing in Common SenseEpisode 14: What is Proof of Work? Why you should know about itWe are often asked for a super basic, first principles explanation of Proof of Work. We make our best attempt to boil down PoW to its most basic points. We discuss:- What are the basics of Proof Of Work and how to think of it simply- What's a good analogy and how it can be thought at as a game- Some elegant aspects of PoW in the Bitcoin network design- Data on ESG concerns and how to think about Bitcoin's energy use long-term- Why energy in the...2021-11-1237 minProsperous: Investing in Common SenseEpisode 13. Hot Miners? Valuing Mining StocksEpisode 13. Hot Miners? Valuing Mining Stocks In this episode we discuss publicly-traded Cryptocurrency mining companies and their trading valuations. We talk about how to value these companies in a standardized industry based on similar metrics. We discuss:- $MARA, $RIOT, $HUT, $BITF primarily- How to think of their growth plans- How to think of their productivity, current and future,- The impact and size of the mining supply coming onto the market - Economics of miningThe SPREADSHEET is linked here = https://docs.goog...2021-11-0550 minProsperous: Investing in Common SenseEpisode 12: If you had 5 minutes to explain all of Bitcoin......We are often asked for a super basic, first principles introductory primer to Bitcoin. We make our best attempt to boil down the role of Bitcoin to its most basic points. We discuss:- Placing Digital currencies into financial history- Why networks are important in all aspects of our lives- Why now? What was needed to make Bitcoin and crypto possible- What is a Store of Value?- Why is decentralization important?- Can we and should we have financial instruments which are entirely Peer to...2021-10-3031 minProsperous: Investing in Common SenseEpisode 11 Bitcoin all time high. Where do we go from here?Bitcoin All Time High. Where do we go from here?We discuss the recent all-time high for Bitcoin and the possible road forward with institutional adoption.We also discuss:- GBTC, Spot and Futures-based ETFs and their differences- Bitcoin Mining- Possible outcomes with Spot ETF approval We do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add to our public follow list an account we think of as Value add:N...2021-10-2230 minProsperous: Investing in Common SenseEpisode 10. Big News on Bitcoin ETF? Big News on Bitcoin ETF?We discuss the timing of the futures based Bitcoin ETF and it´s possible impact on the market. We also discuss like- The diffrent types of ETF´s- How this impact on retail and institutional investment- How it can influence Bitcoin´s price as a possible catalyst in a bull runWe do not provide financial advise in any form. All information is our opinion and for entertainment use.Every Podcast we add to our public follow list a...2021-10-1520 minProsperous: Investing in Common SenseEpisode 9: Is Bitcoin the Best Savings Instrument available for the masses? Is Bitcoin the Best Savings Instrument available for the masses?We discuss how the concept of savings it´s becoming more of a thing of the past and how monetary policies have changed the narrative of money. We also discuss ideas like - BItcoin from the point of view of Savings. - Investement vs savings approaches - Long term term defensive approaches against infaltionWe do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add...2021-10-0822 minProsperous: Investing in Common SenseEpisode 8: New developments on Crypto regulation oultlook (SEC and Coinbase Bone of contention)Where we’re at with Crypto Regulations? We discuss Gary Gensler interview with Preet Prerara and the SEC ‘s roles and possible outcomes with Crypto regulations. We also discuss Coinbase case and the lack of clarity in regulations from the other side point of view. We do not provide financial advise in any form. All information is our opinion and for entertainment use. Our Public Twitter Follow List Which you can subscribe to if you use Twitter at: https://twitter.com/i/lists/1425629969036812291?s=20Every Podcast we add to our public follow...2021-10-0138 minProsperous: Investing in Common SenseEpisode 7: XRP and the next regulatory move in crypto.In this podcast we discuss one of the large caps crypto’s: XRP (Ripple) and the capricious regulatory winds currently blowing in Government. We discuss what’s XRP (Ripple). Parallel systems like SWIFT and their differences. We also discuss questions and issues like: 1 Why is XRP relevant? 2 What problem is it solving 3 Regulations in crypto 4 The SEC lawsuit again XRP 5 Analysis of the current situation with relations with crypto We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add to our public fol...2021-09-1842 minProsperous: Investing in Common SenseIs Ethereum the next rocket ship? What is Ethereum?What is Ethereum? We talk about structural differences between Ethereum and Bitcoin: Philosophies, Blockhain differences, We also discuss questions and issues like:What are Tokens Different kinds of BlockhainsDecentralizationSecurity Proof of work vs proof stake We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add to our public follow list an account we think of as Value add. 2021-09-1539 minProsperous: Investing in Common SenseEpisode 5: Let´s start talking about BitcoinWhat is Bitcoin? We talk about the two actors in Bitcoin: Nodes and Miners and what t are the 2 rolls miners perform. We also discuss questions and issues like:What’s bitcoin used for? Bitcoin as a for of money Scarcity Transaction value Bitcoin as a hedge against inflation Bitcoin as a form of investment We do not provide financial advise in any form. All information is our opinion and for entertainment use. Our...2021-08-3054 min