> Preston talks with Bill Miller IV about finding asymmetric investments like Bitcoin.
> 
> - IN THIS EPISODE, YOU'LL LEARN:
> - 00:00 - Intro
> - 00:18 - Bill's overall thoughts on the current market conditions
> - 09:33 - How Bill and his father first found Bitcoin
> - 12:33 - Why Bill found Bitcoin to be an asymmetric investment
> - 15:32 - Not selling your winners | Margin and Investing
> - 19:58 - Thoughts on Musk buying Twitter
> - 22:10 - Bitcoin Vs Crypto
> - 25:25 - Reinforcing network effect around energy
> - 28:14 - Concentrated investing and why it's important
> - 30:14 - Mean / Variance Portfolio Theorem
> - 33:41 - Dematerialization
> - 38:40 - Finding big trends in markets


> 📖BOOKS MENTIONED:
> - Reminiscences of a Stock Operator by Edwin Lefèvre - https://amzn.to/3ycDHyT
> - The Psychology of Money by Morgan Housel - https://amzn.to/3s9RmCU

> 💡OTHER RESOURCES
> - Preston's Twitter Account: https://twitter.com/prestonpysh
> - Bill's Twitter Account: https://twitter.com/billfour
> - Miller Value Partners - https://millervalue.com/