BTC076: Finding Asymmetric Investments w/ Bill Miller IV (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 4 May 2022

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

01:43 - Bill's overall thoughts on the current market conditions.
09:31 - How Bill and his father first found Bitcoin.
12:16 - Why Bill found Bitcoin to be an asymmetric investment.
18:54 - Margin and investing.
21:18 - Thoughts on Musk buying Twitter.
23:35 - Bitcoin vs Crypto.
28:49 - Concentrated investing and why it's important.
31:12 - Mean / Variance Portfolio Theorem.
40:54 - Finding big trends in markets.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Bill Miller IV Twitter.
Miller Value Partners.
Bill's book recommendation: The Psychology of Money by Morgan Housel.
New to the show? Check out our We Study Billionaires Starter Packs.
Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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Transcript

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0:00.0	You're listening to TI-P.
0:02.7	Hey everyone, welcome to this Wednesday's release of the podcast where we're talking about
0:06.8	Bitcoin.
0:07.8	Today's guest is a long time friend and fellow Bitcoiner Bill Miller IV.
0:12.2	We've had Bill Miller senior on the show numerous times in the past, but never his fellow
0:16.1	portfolio manager and son.
0:18.6	During our conversation Bill explains how him and his father first got into Bitcoin in
0:22.6	2013, haven't sold a single coin since.
0:26.4	Some of his thoughts on the broader markets handling inflation, Bitcoin versus crypto,
0:31.4	sage advice that he's learned through the years and much, much more.
0:34.6	So without further delay, here's my chat with Bill Miller.
0:40.9	You're listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:46.6	Now for your host, Preston Pish.
0:59.8	Hey everyone, welcome to the show.
1:01.2	Like I said in the introduction, I'm here with Bill Miller.
1:03.8	Bill, we've been talking for years now and it is about time we actually had a recorded
1:09.8	conversation.
1:10.8	So I'm excited to be doing this finally.
1:13.4	Me too, man.
1:14.4	Let me ask you about things you're having me on.
1:16.0	Yeah, man, it's about time.
1:17.9	So let's just start with the overall markets because there's so much happening right now
	...

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