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Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. \n\nVanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/\n__\nFollow VanEck on Twitter https://twitter.com/vaneck_us\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nUse code FG10 to get 10% off Blockworks\u2019 Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london\n__\nTimestamps:\n(00:00) Introduction\n(00:57) The Small Cap Value Universe\n(06:58) Why Did The Value Factor Used To Work, And Why Isn't It Working Now?\n(11:27) How To Find Great Small Cap Value Stocks\n(14:45) Finding Asymmetric Opportunities\n(16:18) VanEck Ad\n(17:51) Ferroglobe PLC\n(20:50) ACV Auctions\n(24:52) I Despise Price / Sales Ratio\n(27:38) What Makes Some Investments Work, And Others Not Work?\n(31:17) Look At Managements' Incentives\n(40:54) Banking Stocks\n(43:06) Last Time Small Cap Value Stocks Were "All The Rage": Early 2000s\n(45:17) Has The Rise Of Passive Flows Distorted The Small Cap World?\n(51:13) Markets Are "Broadly Efficient": Some Value Stocks Are Cheap For A Reason\n(53:06) How to Avoid "Value Traps"\n(58:42) How To Generate Short Ideas\n(01:07:00) The Role of Macro\n(01:08:37) U.S. Economy Is "Pretty Strong," European Economy Is "In Shambles"\n(01:10:51) Calumet Specialty Products\n(01:13:33) Inflation Reduction Act (IRA)\n__\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.