Radio Show: Bitcoin Futures Are Here - What Now? | #85

Published: Dec. 13, 2017, 6 p.m.

b'Episode 85 is a radio show format. Meb starts with a recap of his latest travels \\u2013 this time he was off to New York then Europe. Then, it\\u2019s onto Q&A. Some of the questions and topics you\\u2019ll hear are:\\n\\nTo what extent do economic indicators have any effect on Meb\\u2019s view of the markets?\\n\\nBitcoin has been on a meteoric rise recently in advance of the introduction of Bitcoin futures on Sunday 12/10. What are the potential ramifications of futures trading on it? New money coming in? Prices imploding?\\n\\nWhat about blockchain? How will it affect various industries?\\n\\nWes Gray and Toby Carlisle have argued that EV/EBIT is a better metric than PE for latching onto the value premium. Why not then use a cyclically adjusted EV/EBIT instead of CAPE?\\n\\nSomeone puts a gun to your head and tells you that you have $1M from an orphanage which you must invest in a single stock. What do you pick?\\n\\nIf enough people adopt a trend following approach, and the trend starts heading south, could it lead to a market meltdown like \\u201987?\\n\\nWhat are Meb\\u2019s thoughts on the best ways to invest when your assets are stuck in a 401k?\\n\\nAs usual with the radio show formats, there are plenty of rabbit holes including the Big Mac Index, why you shouldn\\u2019t go into a sauna in Zurich wearing clothes, Meb\\u2019s old econometric models, and why expectations for the traditional 60/40 appear unrealistic all around the globe.\\nAll this and more in Episode 85.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'