About this episode
1. Intro
2. (4:50) Valuing any equity / Nominal bias
3. (21:20) Structure of the financial markets (Passively Managed Index Funds)
4. (46:45) Net Asset Multiple Theory calculations - contemplating the range of outcomes based on analogous NAV & Game Theory on Bitcoin corporate adoption. Could any company catch $MSTR & impact on enterprise values?
Full Youtube link: https://youtu.be/I16llak_IS4?si=pZEyZHzFHEyzMe_N
X/Twitter Profiles: "RyQuant" & "PunterJeff"
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