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ET Podcast #1 – Is That All There Is?

Summary:
I’ve appeared on 100+ podcasts and webcasts for other people, so for 2021 we’re going to join the fun! This kick-off webcast is free for everyone to access, as are our short-form Zeitgeist notes. We have a leaky paywall on our public long-form content (2 free reads per month). If you’d like to learn more about our subscription options, including unlimited access to more than 1,000 published notes, private content not available on the public-facing website, and engagement with an active community of truth-seeking investors and citizens, please go here. If you’d like to sign up for a free email to let you know what we’ve published in the prior week, please go here. We have about 100,000 email recipients, and your contact information will never be shared with anyone. In this

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I’ve appeared on 100+ podcasts and webcasts for other people, so for 2021 we’re going to join the fun! This kick-off webcast is free for everyone to access, as are our short-form Zeitgeist notes. We have a leaky paywall on our public long-form content (2 free reads per month).

If you’d like to learn more about our subscription options, including unlimited access to more than 1,000 published notes, private content not available on the public-facing website, and engagement with an active community of truth-seeking investors and citizens, please go here.

If you’d like to sign up for a free email to let you know what we’ve published in the prior week, please go here. We have about 100,000 email recipients, and your contact information will never be shared with anyone.


ET Podcast #1 – Is That All There Is?

In this kick-off Epsilon Theory webcast, I’m joined by renowned cryptocurrency miner and trader @notsofast for a wide-ranging conversation on Bitcoin and crypto.

To put it in crypto and Epsilon Theory lingo, we talk about talk about DeFi, the “Saylorization” of Bitcoin, and brainstorm about how to keep the animal control officers focused on the huckster raccoons rather than us too-clever-by-half coyotes.

To put it more simply, we’re talking about this:

Can Bitcoin preserve its revolutionary potential after a Wall Street bear hug?

I’m highly skeptical, but @notsofast has some ideas on how to make this work. The end result of this conversation is a challenge and a research project for both of us … and for you!


Video playback (mp4):


Audio-only playback (mp3):


Post Script: We’ll be posting some of @notsofast‘s notes on DeFi and altcoins on the ET Forum for review and discussion.


About Ben Hunt
Ben Hunt
He is the chief investment strategist at Salient, a $14 billion asset manager based in Houston and San Francisco, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators read Epsilon Theory for its fresh perspective into market dynamics.

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