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Prosperous: Investing in Common Sense

Alexandre Fuchs and Gabriel Riesco

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Investing seems impossible to understand in lay person terms. The whole subject feels as the realm of acronyms and over-complicated buzzwords. Nonetheless we believe there are ways to break it all down to digestible pieces upon which anyone can feel they can make their own decisions. We discuss the world of investing and also crypto in a way you can understand and learn. Here we try to explain things in a simple way, rather than make us sound like geniuses. The information provided in this p ...
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Join us for a candid conversation recorded on a rainy day, touching on everything from Broadway plans to navigating complex financial markets. This episode delves into personal investment strategies, particularly within the crypto space, and examines the broader macro forces shaping the market landscape. A significant part of the conversation cente…
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Join us for a deep dive into the current market landscape. We explore the ongoing uncertainty surrounding US trade policy and tariffs, debating whether they are tools for negotiation or a long-term strategy. We analyze the potential scenarios for trade negotiations and note the lack of concrete progress seen so far. The conversation also covers the…
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This podcast episode discusses the increasing institutional investment in Bitcoin, noting that these large entities have different and much longer timelines for evaluating assets compared to retail investors. It highlights structures and mechanisms being developed to make Bitcoin more palatable for institutions, such as investments in companies hol…
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This features a podcast discussion covering market volatility and the impact of tariffs on international trade relationships. The conversation shifts to the increasing role of AI tools in professional tasks, particularly those involving document research and creation. A specific application of Visual Studio Code, modified for AI agent interaction, …
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This podcast excerpt from April 16, 2025, features a conversation between Alex and another person, likely discussing current market concerns, particularly the impact of tariffs imposed by the Trump administration. The discussion covers differing expert opinions on these tariffs, ranging from viewing them as a flawed execution to a deliberate strate…
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This podcast excerpt features a conversation discussing market volatility and the potential of blockchain technology. The speakers highlight Chainlink's role in connecting real-world data to blockchains, enabling broader asset tokenization. They then transition to the current macroeconomic environment, focusing on uncertainty caused by potential ta…
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Get a grip on the turbulent markets of March 2025! In this insightful episode, They explore the impact of the new administration's policies, particularly tariffs, on market skepticism. The discussion also covers contrasting forces like liquidity injection and the rise of AI technology. A key point of analysis is the unexpected downturn in the crypt…
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Tune in to this insightful discussion on the wild market swings and how to leverage them for your investment strategy . Topics: 1. The hosts delve into the crucial distinction between market sentiment and the underlying fundamentals of individual stocks emphasizing how volatility can be a valuable tool to test your investment convictions 2. Discove…
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This podcast excerpt features a discussion on leveraging AI, specifically Grok, for financial analysis, emphasizing the importance of prompt engineering to guide AI research effectively. The speakers highlight the value of using Grok's "deep research" function for accessing real-time information, particularly from Twitter (X), while acknowledging t…
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This podcast excerpt features a conversation about the intersection of traditional finance and the cryptocurrency market. Alex and Gabriel discuss the potential for blockchain technology to improve efficiency in global transactions, and the impact of fiat currency debasement on the crypto market. They explore the role of tokens in the crypto space,…
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Decoding Market Moves: AI, Tesla, Crypto, and Risk Management Strategies Description: In this episode, we dive deep into the dynamic world of market trends and investment strategies. Join us as we dissect recent movements in key sectors and explore opportunities for both seasoned and aspiring investors. SMCI & AI Stocks: We analyze the potential of…
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This podcast discussion centers on the commoditization of AI, specifically focusing on the increasing accessibility and capabilities of open-source models like DeepSeek, contrasting them with more centralized approaches. The conversation then shifts to a trade idea involving long-term bonds, analyzing market trends and inflation rates to support th…
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AI, Chips, and Crypto: Navigating the Tech Landscape Description: AI Discussion: This episode dives deep into the rapidly evolving worlds of artificial intelligence, semiconductor technology, and cryptocurrency. We begin with a discussion on Deepseek, a new open-source AI model from China, exploring its capabilities, its impact on the market, and t…
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Description: In this episode, we dive deep into the complex world of finance with a focus on the interplay between liquidity, inflation, and asset valuation. We explore how the Federal Reserve's actions, particularly its balance sheet and the federal funds rate, impact the markets. This episode provides a comprehensive overview of the current macro…
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What are we to make of Bitcoin in the middle of a brutal bear market. We discuss: - What has changed and what has not - Bitcoin as a network - Regulatory risks - What drives the current market price of Bitcoin We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or po…
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29. Has Bitcoin Failed as an Inflation Hedge? We discuss: - What has changed in Money Supply growth - Why this current inflation may be both temporary and worrisome - Is it too early to dismiss Bitcoin as a long term inflation hedge - What drives the current market price of Bitcoin We do not provide financial advise in any form. All information is …
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28. Bitcoin Maxi or other projects ok to look at? We discuss: - Can you use a value approach to analyzing other projects than Bitcoin? - Is it even worth it? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcast we think of as Value add: Strategies for Asses…
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We discuss: - Bitcoin role In the Ukranian conflict - DEFI and NFT´s disruptive nature We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcast we think of as Value add: FYI - For Your Innovation. Big Ideas 2022 with Cathie Wood and Chris Hayes https://podcasts…
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We discuss: - Bitcoin vs. Gold - Why would #Bitcoin be seen as a strategic Reserve asset - How to think Probabilistically as opposed to Deterministically - Why institutions can't ignore even 5% tail events We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcas…
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25. ¨Why We Are Going Out To Buy Pasta! ¨ We discuss: - Bitcoin in a time of centralized government action, even if morally justified - A time of disequilibrium usually comes with some pain - Could this solve some problems long term? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podc…
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24. ¨Ukraine War, Macro & Bitcoin¨ We discuss: - Multiple uses cases highlighted by the Ukrainian invasion - How to place financial assets and BTC in particular in perspective in times of grave uncertainty We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcas…
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23. "Is Diversification Even Valuable For Tech & Crypto?¨ We discuss: - Facebook/Meta's recent fall - How to think of Technology when evaluating investments - High Valuation vs. Disruption - What does diversification mean in Tech and Crypto? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Ev…
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22. DeFi: Infinite Potential vs. Regulatory Crosshairs? Creating a new financial system based on new software rails is full of potential for new applications, lower costs and mass adoption. Will a regulatory clash stop it? We discuss: - The principles of Decentralized Finance - Regulatory risk across the landscape - Possible scenarios that can play…
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21. How to deal with your emotions in a Bear Market We discuss how to think about your investment profile and the ensuing emotions when things get tough. We discuss: - Current Macro environment - Mind check your emotions as another way to look at your portfolio - Good market/Bad market check your expectations - Where to look for comfort - The way f…
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20. Bitcoin Adoption We discuss how the end state in 2022 of the Government Bond market and the influence of technology in most industries may help the long-term adoption of Bitcoin. We discuss: - Why the Fed had to buy a lot of junk in the Great Financial Crisis - Why quantitative easing is like Candy, hard to quit - How "Pay me in Bitcoin" may be…
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Episode 18. Exploring Smart Contracts Much is made of the ad ent of Smart Contract on the Blockchain and how they can revolutionize much of the transactional world. We take a step back and see how this technology could develop/. We discuss: - What is a Smart Contract? - How does it work? - Does it need a Legal/Regulatory framework to Operate? - App…
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Episode 18. Exploring the Bear cases for Bitcoin There is a difference between dismissing Crypto and Bitcoin specifically out of hand and exploring the reasons for which these innovations may fail. We explore a number We discuss: Basic objections - Energy Consumption - Lack of Intrinsic Value - Governmental Interference Deeper Objections - How hype…
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Episode 17. Do you think NFT´s are nonsense? You should listen to this. We talk about NFT´s, what they are now, where they can go in the future, how to understand their value and the potential disruption they could create in different industries. We discuss: - What´s an NFT at its most basic - Different chains and markets where they live (Ethereum,…
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Episode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know About We talk about the news Bitcoin all time high realized Cap and about We discuss: - What Realized Cap on BTC tells us and Volume Weighted Average Price - The carry trade on BTC and the futures market - Why Futures based ETFs are creating an arbitrage opportunity in the Futures …
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Episode 15. Understanding Our Current Macro Economy Environment And Bitcoin´s Role We talk about our current Macro environment. Where are we heading and why it ´s important to understand it. We provide our view of how things are changing and unfolding going into this new decade where Inflation will be playing a major role. We discuss: - Structural …
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We are often asked for a super basic, first principles explanation of Proof of Work. We make our best attempt to boil down PoW to its most basic points. We discuss: - What are the basics of Proof Of Work and how to think of it simply - What's a good analogy and how it can be thought at as a game - Some elegant aspects of PoW in the Bitcoin network …
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Episode 13. Hot Miners? Valuing Mining Stocks In this episode we discuss publicly-traded Cryptocurrency mining companies and their trading valuations. We talk about how to value these companies in a standardized industry based on similar metrics. We discuss: - $MARA, $RIOT, $HUT, $BITF primarily - How to think of their growth plans - How to think o…
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We are often asked for a super basic, first principles introductory primer to Bitcoin. We make our best attempt to boil down the role of Bitcoin to its most basic points. We discuss: - Placing Digital currencies into financial history - Why networks are important in all aspects of our lives - Why now? What was needed to make Bitcoin and crypto poss…
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Bitcoin All Time High. Where do we go from here? We discuss the recent all-time high for Bitcoin and the possible road forward with institutional adoption. We also discuss: - GBTC, Spot and Futures-based ETFs and their differences - Bitcoin Mining - Possible outcomes with Spot ETF approval We do not provide financial advise in any form. All informa…
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Big News on Bitcoin ETF? We discuss the timing of the futures based Bitcoin ETF and it´s possible impact on the market. We also discuss like - The diffrent types of ETF´s - How this impact on retail and institutional investment - How it can influence Bitcoin´s price as a possible catalyst in a bull run We do not provide financial advise in any form…
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Is Bitcoin the Best Savings Instrument available for the masses? We discuss how the concept of savings it´s becoming more of a thing of the past and how monetary policies have changed the narrative of money. We also discuss ideas like - BItcoin from the point of view of Savings. - Investement vs savings approaches - Long term term defensive approac…
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Where we’re at with Crypto Regulations? We discuss Gary Gensler interview with Preet Prerara and the SEC ‘s roles and possible outcomes with Crypto regulations. We also discuss Coinbase case and the lack of clarity in regulations from the other side point of view. We do not provide financial advise in any form. All information is our opinion and fo…
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In this podcast we discuss one of the large caps crypto’s: XRP (Ripple) and the capricious regulatory winds currently blowing in Government. We discuss what’s XRP (Ripple). Parallel systems like SWIFT and their differences. We also discuss questions and issues like: 1 Why is XRP relevant? 2 What problem is it solving 3 Regulations in crypto 4 The S…
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What is Ethereum? We talk about structural differences between Ethereum and Bitcoin: Philosophies, Blockhain differences, We also discuss questions and issues like: What are Tokens Different kinds of Blockhains Decentralization Security Proof of work vs proof stake We do not provide financial advise in any form. All information is our opinion and f…
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What is Bitcoin? We talk about the two actors in Bitcoin: Nodes and Miners and what t are the 2 rolls miners perform. We also discuss questions and issues like: What’s bitcoin used for? Bitcoin as a for of money Scarcity Transaction value Bitcoin as a hedge against inflation Bitcoin as a form of investment We do not provide financial advise in any …
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What problems is crypto solving? What are the differences between Crypto and the Traditional Finance world? We discuss what Crypto is trying to accomplish on a number of dimensions including: Fees Speed Security Custody Layer 2 and similar Products with a bit of a ETH vs, BTC sprinkled in there Our Public Twitter Follow List Which you can subscribe…
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In this episode we dive into what ‘s crypto and what’s Blockchain technology. We discuss some of the properties of this fairly new technology compared to the traditional finance system. Topics we cover: -What’s crypto? Cryptography and Blockchain Technology. -Blochain properties: security, transparency and transactions. -Blockchain and Money as a s…
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In today's podcast we cover a variety of topics including: Defining the Fiat system we were all born into. The mentality of investors vs traders. Investing in high valuation markets. Social investing with a brief mention of $AMC, $GME and such. Can and will products and services be priced in Bitcoin? Forgive the audio reverb. It was not intentional…
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We cover investment and market topics from a basic point of view of two neighbors having a Friday beer discussing in lay man's terms Topics today - What is Macro? Why does it mean, why should I care? - What's happened since COVID-19 hit? - More musings about where we are generally in the markets - Not much Bitcoin and crypto yet Go to our Facebook …
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