About this episode
Episode 6 of the Conor Chepenik Podcast featuring Sean Dudgeon.
Time codes
00:07 intro.
01:00 Is the risk-free rate actually risk free?
04:50 Gold Vs Bitcoin.
11:00 Humanity wrestling with security and scarcity at the base layer.
13:30 How nation-states are different than companies.
19:00 Cash is trash.
24:30 Property rights for everyone in the world.
25:10 Arbitrage favors the biggest balance sheet.
31:15 Bankruptcy is a healthy thing.
34:45 Reality matters.
40:10 Will stable coins serve as the next buyer of treasuries?
44:40 Fiat hysteria vs. Bitcoin builders. Choose wisely.
46:30 Inflation vs Deflation.
50:30 The more liquid a market the more optimal the price discovery.
54:55 The banality of evil.
59:15 What scares us the most about Bitcoin.
