• E35: Generating Alpha, Crypto Crash, is Corporate Real Estate Next?

  • Jul 9 2024
  • Duración: 39 m
  • Podcast

E35: Generating Alpha, Crypto Crash, is Corporate Real Estate Next?

  • Resumen

  • Krzysztof's back from Europe, but he brought COVID with him -- is his pink Care Bears hat an essential part of the recuperative process?

    Luke commends Krzysztof's bet against corporate real estate and regional banks (puts on $KRE!), and shares some data that supports the doom thesis.

    Is thorough research essential in identifying investment opportunities, or is it sufficient to take deep abdominal breaths and visualise winning? (Hint - if you have a fool as a counterparty, you're on the right side of the trade)

    We also make a new bet: $EOSE vs $AXON in two years’ time. Krzysztof backs EOS for its high potential gains, while Luke supports Axon's steady growth and innovations in making the world a safer place. We need *your help* in deciding the stakes! Please send us your suggestions on X or leave a comment on YouTube!

    To close the episode, Krzysztof dives into the state of Bitcoin and crypto, advocating a thoughtful approach to investing in this volatile market and the need to define crypto accurately, avoiding lumping legitimate projects with casino gambling. How should investors without $BTC start their journey today?


    Segments:

    [00:00:00] Introduction

    [00:05:22] Betting Against Corporate Real-Estate

    [00:12:24] Why There Is Alpha

    [00:16:47] EOS vs AXON Bet

    [00:26:08] What’s Happening with Bitcoin?

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