0:00 - Thursday AMA (11/09/23)✔️ 0:25 - AMA Starts 0:32 - Market update 1:58 - Wen bottom? 4:12 - Risk levels? 5:47 - Wen bottom(p2)? 8:36 - Capital rotation? 9:36 - Being too deterministic? 15:22 - Cold showers vs Alts? 16:13 - BTC/M2? 16:22 - Credit event? 16:53 - ETF priced in? 17:52 - DCAing risk levels? 18:15 - BTC.D? 19:13 - Allocations? 19:35 - TV charts? 20:18 - PhD & investing? 20:26 - BTC.D(p2)? 21:04 - Secondary scare? 21:55 - DCAing risk levels(p2)? 22:48 - TOTAL3 BMSB? 23:05 - We, you, me & Alts? 26:58 - Recession? 28:19 - Mini bull run? 28:26 - $20k BTC? 28:50 - Wen top? 29:32 - 2007? 29:42 - BTC.D(p3)? 30:15 - Market cycle scenarios? 31:01 - Taking on more risk? 31:28 - DCAing risk levels(p3)? 32:47 - Wen/Wich Alts? 33:35 - BTC.D(p4)? 33:58 - Yellen vs The Fed? 34:07 - Wealth creation mode? 34:51 - Risk metric? 35:42 - TV charts(p2)? 36:06 - DCA vs Lump sum? 37:26 - Allocations(p2)? 38:00 - This rally? 39:10 - KRE/Banks? 40:10 - Wen/Wich Alts(p2)? 41:22 - Log🌈Reg? 42:39 - Recession(p2)? 42:57 - Allocations(p3)? 43:19 - ETH/BTC? 43:53 - 1/2 up, 1/2 down? 44:26 - BTC🔀Alts examples? 46:28 - Recession(p3)? 46:47 - OTHERS.D? 49:20 - Recession(p4)? 49:26 - Bob Lucas? 50:24 - Wen/Wich Alts(p3)? 50:40 - ITC Premium💫 51:14 - Allocations(p4)? 51:37 - Allocations(p5)? 51:4…
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Original video: https://m.youtube.com/watch?v=Ae6bwS-Pfdc&ab_channel=BenjaminCowen
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