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Could bitcoin make Michael Saylor the richest man alive? with NYU Stern adjunct professor Tad Smith

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Manage episode 462309767 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we sit down with Tad Smith, founder of Durable Money, partner at One Roundtable Partners, and former CEO of Sotheby’s and Madison Square Garden. Tad reflects on his journey from leading global companies to teaching strategy and finance at NYU Stern. We discuss his teaching methods, including the Amazon case study that captivated students, and how it applies to understanding bitcoin and MicroStrategy today. Tad shares insights on risk versus volatility, the challenges of valuing bitcoin and MicroStrategy, and the role of patterns in investment decisions. We also explore the concept of a U.S. strategic bitcoin reserve, the biggest risks to bitcoin, and why Tad believes bitcoin is reshaping capital allocation worldwide.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier

TIMESTAMPS:

0:00 - Intro

1:00 - From Sotheby’s to Madison Square Garden

3:00 - Teaching at NYU Stern: Lessons from students

5:30 - The Amazon case study that wowed students

9:00 - Patterns in history: Bitcoin's historical rhymes

12:30 - MicroStrategy’s bold bitcoin bet

17:00 - Volatility vs. risk: What investors get wrong

22:00 - Why is bitcoin so volatile?

33:00 - Should the U.S. create a strategic bitcoin reserve?

48:30 - The biggest risks to bitcoin

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Tad Smith on Twitter: https://x.com/tadtweets

  continue reading

90 episodes

Artwork
iconShare
 
Manage episode 462309767 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we sit down with Tad Smith, founder of Durable Money, partner at One Roundtable Partners, and former CEO of Sotheby’s and Madison Square Garden. Tad reflects on his journey from leading global companies to teaching strategy and finance at NYU Stern. We discuss his teaching methods, including the Amazon case study that captivated students, and how it applies to understanding bitcoin and MicroStrategy today. Tad shares insights on risk versus volatility, the challenges of valuing bitcoin and MicroStrategy, and the role of patterns in investment decisions. We also explore the concept of a U.S. strategic bitcoin reserve, the biggest risks to bitcoin, and why Tad believes bitcoin is reshaping capital allocation worldwide.

SUPPORT THE PODCAST:

→ Subscribe

→ Leave a review

→ Share the show with your friends and family

→ Send us an email [email protected]

→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Book a free call with a bitcoin expert: https://unchained.com/consultation?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description

→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier

TIMESTAMPS:

0:00 - Intro

1:00 - From Sotheby’s to Madison Square Garden

3:00 - Teaching at NYU Stern: Lessons from students

5:30 - The Amazon case study that wowed students

9:00 - Patterns in history: Bitcoin's historical rhymes

12:30 - MicroStrategy’s bold bitcoin bet

17:00 - Volatility vs. risk: What investors get wrong

22:00 - Why is bitcoin so volatile?

33:00 - Should the U.S. create a strategic bitcoin reserve?

48:30 - The biggest risks to bitcoin

WHERE TO FOLLOW US:

→ Unchained Twitter: https://twitter.com/unchainedcom

→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom

→ Unchained Newsletter: https://unchained.com/newsletter

→ Joe Burnett (Host) on Twitter: https://twitter.com/IIICapital

→ Jose Burgos (Director of Media Production) on Twitter: https://x.com/DeFBeD

→ Tad Smith on Twitter: https://x.com/tadtweets

  continue reading

90 episodes

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