Start / The Intrinsic Value Podcast – The Investor’s Podcast Network / Mi150 long term debt cycles bitcoin w dylan leclair

The Intrinsic Value Podcast – The Investor’s Podcast Network

MI150: Long-Term Debt Cycles & Bitcoin w/ Dylan LeClair

51 min • 15 mars 2022

IN THIS EPISODE, YOU’LL LEARN:

05:34 - Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that.
20:01 - Why Dylan believes Bitcoin is a better solution for base money than gold.
29:15 - Why we haven’t seen more public companies adopting Bitcoin as of late.
41:40 - What Bitcoin on-chain analysis is and why it even matters.
51:11 - Dylan’s thoughts on the potential for a Bitcoin ETF.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Dylan’s Articles.
Follow Dylan on Twitter.
Related Episode: MI128: Why Buy Bitcoin w/ Andy Edstrom.
Related Episode: MI135: Bitcoin is for Millennials w/ Preston Pysh.
Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
Check out our Investing Starter Packs about business and finance.

SPONSORS

Support our free podcast by supporting our sponsors:

Read this episode’s transcript and full show notes on our website.

Connect with Dylan: Articles | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Senaste avsnitt

TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke

20 juli | 90 min

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

13 juli | 70 min

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

6 juli | 84 min

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

29 juni | 101 min

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

22 juni | 74 min

MI150: Long-Term Debt Cycles & Bitcoin w/ Dylan LeClair

Senaste avsnitt

TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley

(Trailer) The Intrinsic Value Podcast

MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley

MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley

MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley

MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley

MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley

MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley

MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley

MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley

MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

MI371: The Case for Alibaba w/ Daniel Mahncke

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke

MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc

MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley

MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley

MI Rewind: The Science of Hitting w/ Alexander Morris

MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley

MI Rewind: Is FAANG the New Value? w/ John Huber

MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley

MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood

MI365: The Memos of Howard Marks w/ Shawn O'Malley

MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi

MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley

MI Rewind: Bitcoin and Financial Independence w/ Jim Crider

MI363: Valuing Universal Music Group w/ Shawn O'Malley

MI Rewind: The Millionaire Fastlane w/ MJ DeMarco

Millennial Investing Podcast Trailer

MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley

MI Rewind: Why Buy Bitcoin w/ Andy Edstrom

MI361: Poor Charlie's Almanack w/ Shawn O'Malley

MI Rewind: Naval w/ Eric Jorgenson

MI360: The Outsiders w/ Shawn O'Malley

MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth

MI359: The Intelligent Investor w/ Shawn O'Malley

MI Rewind: Masterclass on NFTs and Business w/ Tom Bilyeu

MI358: The Essays of Warren Buffett w/ Shawn O'Malley

MI Rewind: Bitcoin Conference Recap w/ Blue Collar Bitcoin

MI357: The Sloth Investor w/ R P Stevens

MI Rewind: What is Money? w/ Jim Crider

MI356: Investing in Rare Collectibles w/ Rob Petrozzo

MI Rewind: The Bogle Effect w/ Eric Balchunas

MI355: The Real Estate Deal Maker w/ Henry Washington

MI Rewind: Invest Better Using Focus and Essentialism w/ Greg McKeown