In case you missed the circus that has been my new THINKING OUT LOUD show, here's a link to the second episode... which was only slightly more organized than the first debacle!
Give it a watch and let me know your ideas for future episodes! đź‘€
Discussion
Will give it a listen.
Love you’re doing it on nostr:nprofile1qqsv73dxhgfk8tt76gf6q788zrfyz9dwwgwfk3aar6l5gk82a76v9fg7tx3hz too!
Great stuff, will try to tune in the next episode. Are you hosting on a specific day and time?
Thanks.
Just random times and days so far.
Awesome pod, really enjoy you doing this “from scratch” live with us and showing us the process of making a livestream. Things don’t have to be perfect to provide value.
I still mine fiat in the healthcare arena so especially early in this podcast I may not make all of them live.
I have a general thesis on energy I wanted your take on next episode. The simplest take is that renewables (wind/solar) were a noble experiment but don’t work big scale for long term. Like you mentioned, it can be a great way to be more self sustainable for an individual. Maximizing efficiency or oil/LNG is the bridge to nuclear in my opinion.
Similar to bitcoin being a near perfect money, I see nuclear power as the answer for energy that people aren’t ready to accept and won’t accept willingly. People will fight it until they realize their power bill trends towards zero.
I think bitcoin is a long bet on all efficient energy moving into the future so if I wanted to invest long in efficient energy, bitcoin is the answer and I could stop there.
I also think nuclear energy is an investable thesis because it will be so much more efficient once it gets going and it’s currently so “hated” that people are going to be so late to the party on it once it starts.
Do you have any investing insight into nuclear? I personally have a small percentage of my otherwise BTC/MSTR dominated portfolio in NUKZ etf just to diversify into the “theme” while the political/economic picture clears a little bit to see who emerges with an edge.
You don’t have to comment on that portfolio but my question is: how do you balance your investments with what you personally believe should be a winner versus what the society/market makes a winner. One side of coin sees my view on nuclear as a significant edge/alpha to establsh conviction early and ride it out on a longer time horizon. The other side of me says, you can believe in the benefit to society all you want but investing in it as an individual doesn’t make the outcome more likely.
This post got much longer than anticipated and I hope you don’t read it all on next live but if you could address some aspect of it on next show I’ll be watching or rewatching. Zapping you anyway for making it this far.
Thanks Doc
Top! Thank You for taking Your time and efforts.
Would really like to join the stream next time! I'm in Japan so after 6pm ET time would be great, if possible!