Prepare for launch.

Betting on Value & Technology | Mark Yusko | Hot Wallet #1

Please do your own research before making any financial decisions. This is NOT Trading Advice. Never invest more than you're willing to lose. The Risk of total loss is real.

Follow Scott on Twitter: http://www.twitter.com/scottrades
Buy a Shirt or Yusko Socks: http://www.hotwallet.shop

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Mark Yusko on Twitter: http://www.twitter.com/MarkYusko
Morgan Creek Capital: https://www.morgancreekcap.com/
Around The World with Yusko: https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA

Video of Mark showing his socks courtesy of Blockworks' On The Margin podcast.

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Chapters

0:00 Intro
2:18 Yusko Socks
5:01 Bitcoin's Logo Evolution
6:36 The Community of Decentralization
7:40 Mark's Background and Getting into Finance
12:12 The Role of a CIO
19:31 The Difference between Trading & Investing
23:28 Occasionally Wrong but Never in Doubt
24:55 Current Market Environment, How We Got Here
32:45 What's Next in Markets?
33:32 Predicting Surprises
36:27 Take The Under on Rate Hikes
37:41 Times of Uncertainty
37:59 Chinese Stocks and The Rule of 90%
38:29 Oil and Pockets of Value
39:26 Value in Crypto
39:37 Bitcoin is Cheap
40.19 The Value of The Bitcoin Network
40:58 Gold is the Only Money in the World
41:18 Currency & Money are Different
42:40 Previous Attempts at Digital Currency
43:00 From Analogue to Electronic to Digital
44:11 Flying Money
44:50 Mark's Recurring Nightmare
45:11 The Public Ledger vs 3rd Party Ledger
45:50 Ledger Backed by Code
46:34 Bitcoin is a Technological Evolution
47:46 14 Years Between Tech Leaps
47:58 Seattle and the Microsoft 11
48:39 Innovation Around The Internet
49:17 The A-HA Moment for Tech Investing
49:29 The Mobilenet
49:51 Breaking The Monopoly
50:43 2024 & The Trustnet
53:24 Mark Discovering Bitcoin
54:30 Client Pushback on Bitcoin
55:39 Buying BTC in 2016
55:50 The 4 Chapters of Mark's Life
56:11 The Innovation wave is Profound
56:30 Owning Bitcoin will be a Fiduciary Duty
56:55 Bitcoin is the Perfect Store of Value
57:50 Metcalf's Law & Exponential Growth
1:00:20 Paper Currencies are not a Store of Value & The Fall of Empires
1:01:46 Digital Assets in Our Lives
1:06:42 Investing Lessons from Mark
1:11:00 Extro