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Industry Focus

Where the Money Is 11.12.13

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 12 November 2013

⏱️ 21 minutes

🧾️ Download transcript

Summary

Is it time to cut your dividend-laggards? Fool analyst David Hanson is joined by Morgan Housel to discuss the future of Bitcoin, Fannie Mae and Freddie Mac, and the mechanics of the Twitter IPO.

Transcript

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0:00.0

Big dividend pairs are lagging and IPOs are popping. You're in the right place folks because this is where the money is.

0:07.0

Welcome to the show folks, I'm David Hanson. Matt Kopinup are still out.

0:13.2

So I'm joined by full one analyst, Morgan Hasel.

0:15.8

Thanks for being here.

0:16.4

Matt is out running his 50 mile race is like an insane person,

0:19.7

but he'll be back tomorrow.

0:20.6

He's a big runner.

0:21.8

And Matt's, he's doing races all the time 50 miles a hundred miles

0:24.8

he's insane things that aren't my league. The Winkle Voss twins are on the road to

0:30.6

formally having the Bitcoin EDF.

0:33.8

I'm assuming you're putting your entire 401k

0:36.3

into the Bitcoin EDF when it comes out.

0:37.8

Is that correct?

0:38.8

I am not going to do that.

0:40.4

I'll be avoiding this, but I will say this about Bitcoin. I'm still in the

0:44.4

camp that thinks that it'll I don't understand it and when I think about the

0:49.6

mechanics of it it just kind of shake my head and so maybe I'm just naive about it or maybe

0:54.8

this is this is another bubble I'm kind of divided there what I for me the

0:59.7

smartest take that anyone has said about Bitcoin was an article in the economist about six months ago where they said look the it sort of set the stage for this idea of a new digital currency.

1:14.0

And the example they used was Napster.

1:16.4

So Napster failed.

1:17.6

And it was Napster was a bubble and no one uses anymore

...

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