meta_pixel
Tapesearch Logo
Log in
Animal Spirits Podcast

Talk Your Book: The Bitcoin Halving

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.82K Ratings

🗓️ 11 March 2024

⏱️ 38 minutes

🧾️ Download transcript

Summary

On today's show, Ben Carlson and Michael Batnick are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss: the new Bitcoin ETFs, how much news is priced into Bitcoin price, what the Bitcoin halving is, how crypto and macro economics fit together, institutional adoption of Bitcoin, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Today's Animal Spirits Talk Your Book is brought to you by Fidelity Digital Assets.com to check out all of their research and learn more about Bitcoin, crypto.

0:10.8

Very interesting. They got some nice research pieces up there, including understanding that

0:14.0

Bitcoin habening, and I learned how to pronounce that on today's show.

0:17.0

Having, habening. Dealers' Choice.

0:19.0

Fidelity Digital Assets.com.

0:21.0

Welcome to Animal Spirits, a show about markets, life and investing.

0:28.0

Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and

0:32.0

watching.

0:33.0

All opinions expressed by Michael and Ben

0:34.8

are solely their own opinion and do not reflect the opinion of

0:37.8

Red Holt's wealth management.

0:39.4

This podcast is for informational purposes only

0:41.8

and should not be relied upon for any investment decisions.

0:44.9

Clients of Riddholz Wealth Management may maintain positions in the securities discussed in this

0:49.1

podcast.

0:58.0

So it's been almost a month since the Bitcoin EDFs launched and they're just on fire. Not only the price which hit an all-time high, but yesterday Jim Bianco tweeted.

1:04.0

We're recording this on Friday, March 8th.

1:07.0

The 10th spot Bitcoin ETS had 709,820 trades yesterday on March 5th. This is more trades than

1:14.1

SPY and QQ combined. I was bullish on the launch. I this has exceeded my

1:21.7

expectations by a factor of I I don't know, pick a number.

1:25.0

The volume might be even more impressive than the assets that's growing because the volume is,

1:29.0

there's a crazy high monop turnover in these things things so that like how liquid it is now that's

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.