Episode 35
E35: Generating Alpha, Crypto Crash, is Corporate Real Estate Next?
9 July 2024
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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