Tags
The Pomp PodcastPlan BAnthony Pompliano
Link
https://www.youtube.com/watch?v=ryLZiE0N4lQ
Date Consumed
April 10, 2021
Action
Count (Month)
10
Created
Apr 10, 2021 2:41 PM
Last Edited
May 11, 2021 5:00 PM
Stock to flow and Bitcoin price are cointegrated (i.e. causally correlated as opposed to spuriously correlated)
S2F is the only fundamental model PlanB has found which is cointegrated with Bitcoin price
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PlanB@100trillionUSD
About PlanB@100trillionUSD PlanB@100trillionUSD is a former Dutch institutional investor with 25 years of experiences in financial markets. He has a legal and quantitative finance background and has always been fascinated by modeling risk & return. In March 2019 he created the Bitcoin Stock-to-Flow (S2F) model where he uses scarcity to quantify Bitcoin value.
t.co
Major risks (substantial recency bias in perceived risks)
- Price manipulation in futures market
- US introducing draconian regulations