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Episode 4 - Bitcoin Portfolio Theory
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Episode 4 - Bitcoin Portfolio Theory
[00:30] Welcome Back to The Hurdle Rate
[01:30] Catching up on economic news from the last week
[24:15] Jeff’s Monte Carlo simulations
[43:13] Matt and Strive’s engagement with Intuit
[53:30] Strategy’s mNAV
[01:03:41] Closing thoughts
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