Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.========================BitcoinIRA: Save up to 37% in capital gains...
Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.
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- 0:00 - Intro
- 1:03 - Why he sold all his bitcoin & crypto
- 6:52 - The Hyperliquid thesis & the broken social contract
- 20:01 - What would make him buy bitcoin again?
- 21:58 - Strategy + STRC & how to gain an edge in the markets
- 33:40 - What comes after the memory stock boom?
- 37:58 - Biotech, defense, & rare earth minerals
- 39:29 - Robostrategy, private markets & NAV premiums
- 44:08 - Why index fund returns may be lower going forward
- 1:01:37 - Contrarian investing & spotting a bubble
- 1:08:06 - Stablecoins & the warning for investors
- 1:13:28 - The 1000x Podcast
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