James Lavish - TBA #004

Lisa Hough typifies the type of investor we like to learn from. She has a top-class background in commodities trading, which means her understanding for Bitcoin & energy are second to none, whilst she’s already worked for some of the biggest names in the Bitcoin industry. *Apologies for the audio quality on my end, I'm not sure why my mic had an issue, we'll make sure it doesn't happen again!* In this episode you will learn about: 0:06 Why is Bitcoin a critical part of an investment portfolio? 0:55 What is her % allocation to bitcoin? 1:11 Background as a commodities trader 4:31 How this helped her understand Bitcoin 6:37 Energy, Berkshire Hathaway & BTC mining 17:17 Leaving commodity trading for Bitcoin 20:10 Information gathering 26:19 Comparing risk 32:32 The future 37:37 Excess energy 39:57 How to approach energy companies 42:04 Audience question: Bitcoin Alive 2024 Find all our podcasts on our website: ⁠⁠The Bitcoin Adviser Podcasts⁠⁠ Relevant links: Lisa Hough on Twitter Resource: Bitcoin as an investment Website: Gridless BTC mining in Africa Get in touch with us: ⁠⁠www.thebitcoinadviser.com⁠⁠⁠⁠⁠ Join our referral program and earn 10% per client: ⁠⁠The Bitcoin Adviser Referrals⁠⁠⁠⁠⁠⁠ Keep up to date: ⁠The Bitcoin Adviser⁠⁠⁠⁠⁠ on Twitter Subscribe to ⁠The Daily⁠⁠⁠⁠⁠ for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team

Larry Lepard is an extremely experienced investor, having spent the early part of his career in the venture capital space, he pivoted to what he calls sound money investing over a decade ago. An expert in the gold market, he understands so well the importance of Bitcoin. He is the founder of Equity Management Associates. In this episode you will learn about: 0:31 Why is Bitcoin a critical part of an investment portfolio? 2:26 What is his % allocation to bitcoin? 5:38 Bitcoin allocation at 60yrs vs 30yrs old 8:58 His background 18:06 Playing someone else's game 26:21 How is the gold market manipulated & how is BTC different? 31:13 The truth is powerful 39:16 Audience question: crossfit 47:17 RFK Jr Find all our podcasts on our website: ⁠The Bitcoin Adviser Podcasts⁠ Relevant links: Larry Lepard on Twitter Website: ⁠Equity Management Associates Get in touch with us: ⁠www.thebitcoinadviser.com⁠⁠⁠⁠ Join our referral program and earn 10% per client: ⁠The Bitcoin Adviser Referrals⁠⁠⁠⁠⁠ Keep up to date: The Bitcoin Adviser⁠⁠⁠⁠ on Twitter ⁠Subscribe to ⁠The Daily⁠⁠⁠⁠ for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team

Mark Moss has been investing since he graduated high school, and what a story he tells, of both ups and downs. You can find him publishing high quality content on your favourite platforms. Plus he invests in the Bitcoin ecosystem with The Bitcoin Opportunity Fund and Trammel Ventures. In this episode you will learn about: 0:14 Why is Bitcoin a critical part of an investment portfolio? 3:01 What is his % allocation to bitcoin? 3:28 His unique view on savings vs investing 6:59 Biggest mistakes and his course corrections 12:44 Using debt to build businesses 17:25 His insights into the future of the BTC ecosystem 23:43 Mr Moss' Twitter account was hacked 24:29 His journey to public figure 26:52 Going through multiple bear markets & his current focus 29:05 Audience question: YouTube 33:34 Nostr 36:22 Why is Bitcoin important for freedom? 42:45 History reveals the future Find all our podcasts on our website: ⁠The Bitcoin Adviser Podcasts⁠ Relevant links: Mark Moss on Twitter Website: 1MarkMoss.com Website: Trammel Ventures Get in touch with us: www.thebitcoinadviser.com⁠⁠⁠ Join our referral program and earn 10% per client: The Bitcoin Adviser Referrals⁠⁠⁠⁠ Keep up to date: ⁠⁠The Bitcoin Adviser⁠⁠⁠ on Twitter Subscribe to ⁠The Daily⁠⁠⁠ for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team

James Lavish runs the Bitcoin Opportunity Fund, a hedge fund investing across the Bitcoin eco-system. He has 25 years experience as a professional investor, with deep insights as a result. For a super simple, yet very useful weekly finance read, check out his newsletter “The Informationist.” In this episode you will learn about: 0:25 Why is Bitcoin an important part of an investment portfolio? 4:45 What is hard money? 7:59 His Bitcoin origins 14:15 The Bitcoin Opportunity Fund 16:50 How they approach investing 20:29 Most exciting areas in Bitcoin at the moment 23:30 The debt crisis and JPY 36:01 How is BTC the solution 40:04 Audience question: ETFs are bullish 48:03 The future Find all our podcasts on our website: ⁠The Bitcoin Adviser Podcasts⁠ Relevant links: James Lavish on Twitter Website: ⁠Bitcoin Opportunity Fund Get in touch with us: www.thebitcoinadviser.com⁠⁠ Join our referral program and earn 10% per client: ⁠⁠The Bitcoin Adviser Referrals⁠⁠⁠ Keep up to date: ⁠The Bitcoin Adviser⁠⁠ on Twitter ⁠Subscribe to ⁠The Daily⁠⁠ for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team

James Check cut his teeth as an engineer, applying models to data in order to understand the unseen earth beneath the ground and build tunnels. He transitioned his skillset to market analysis and is now the lead on-chain analyst at Glassnode, who provide financial metrics, charts, data & insights for Bitcoin. In this episode you will learn about: 0:22 Why is Bitcoin an important part of a portfolio? 2:32 What is his % allocation to bitcoin? 4:18 BTC vs gold and other assets 7:59 Can you kill Bitcoin? 11:35 Is Bitcoin a 10x on gold? 18:04 The debt spiral 28:56 On-chain analytics 34:02 Audience question: address reuse 38:29 When should I buy BTC? 44:55 The near future for BTC 49:51 What gets him excited about working in Bitcoin Find all our podcasts on our website: ⁠The Bitcoin Adviser Podcasts⁠ Relevant links: James Check⁠ on Twitter Glassnode on Twitter Website: Glassnode analytics Get in touch with us: ⁠www.thebitcoinadviser.com⁠⁠ Join our referral program and earn 10% per client: ⁠The Bitcoin Adviser Referrals⁠⁠ Keep up to date: The Bitcoin Adviser⁠ on Twitter Subscribe to ⁠The Daily⁠ for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team

Greg Foss has been managing money for over 35 years in traditional finance. He's a mathematician at heart and self proclaimed freedom maximalist. He works with the online BTC learning platform LookingGlassEducation. In this episode you will learn about: 0:10 Why is Bitcoin an important part of an investment portfolio? 4:47 What is his % allocation to bitcoin? 10:27 Why is fiat currency 100% guaranteed to debase? 20:11 The 60/40 portfolio 28:14 Family & time 31:22 His ideal outcome for Bitcoin 38:28 His BTC price calculation 48:01 Bitcoin community isn’t pumping bags Find all our podcasts on our website: ⁠The Bitcoin Adviser Podcasts⁠ Relevant links: Greg Foss⁠ on Twitter Website: Looking Glass Education Get in touch with us: www.thebitcoinadviser.com⁠ Join our referral program and earn 10% per client: The Bitcoin Adviser Referrals⁠ Keep up to date: The Bitcoin Adviser⁠ on Twitter Subscribe to ⁠The Daily⁠ for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team

Jeff Booth is a decade down the Bitcoin rabbit hole. With over 35 years in the risk management chair managing traditional finance, he's never seen a better asset. He's the author of The Price of Tomorrow and co-founded the Bitcoin Venture Capital company EgoDeathCapital. In this episode you will learn about: 0:31 Why is Bitcoin an important part of an investment portfolio? 3:46 His framework for risk 15:34 Will the fiat world end in disaster? 33:27 Audience question: Why is EgoDeath Limited Partner performance measured in USD? 36:14 Self-Custody & inheritance 41:45 What is he excited about in the next 5yrs as a Bitcoiner? 45:20 Why he started VC company EgoDeathCapital Find all our podcasts on our website: The Bitcoin Adviser Podcasts Relevant links: Jeff Booth on Twitter EgoDeathCapital on Twitter Get in touch with us: www.thebitcoinadviser.com Join our referral program and earn 10% per client: The Bitcoin Adviser Referrals Keep up to date: The Bitcoin Adviser on Twitter Subscribe to The Daily for Bitcoin stories, insights & strategies. Please help us grow: Subscribe, rate & share Leave a comment, we'll get back to you Thank you for your time listening to the show. Best, Jake and The Bitcoin Adviser team