Adapt and Evolve

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[00:03:08] - [First question] - John’s background and the experiences that shaped his worldview and sparked his curiosity

[00:07:34] - Aspiring to grow with a lack of inertia 

[00:10:31] - Why he invests primarily in technology and technology dependant businesses [00:15:22] - What it’s felt like being a tech investor from 2011 leading up to today

[00:19:26] - How he defines good and bad business

[00:21:24] - Why good businesses don’t often have technology disruption risks

[00:22:26] - An (Institutional) Investor’s Take on Cryptoassets; key points from his paper

[00:35:28] - What else is interesting in the crypto space and potentially strong business models that exist outside of Bitcoin 

[00:48:46] - How capital has changed over time and what makes capital efficiency or formation superior

[00:51:51] - Value creation and why a shift in value can affect your returns

[01:01:12] - Whether or not crypto and the founding protocols will fade out of the public eye

[01:11:52] - A consensus on store of value in crypto and how it could change

[01:18:03] - Why he is so heavily allocated to Bitcoin compared to other tokens

[01:25:19] - General take on the nature of buying and selling capital and European markets

[01:35:28] - The interconnectedness of the globe and the future of globalism

[01:39:46] - Why he doesn’t ask people where they’re from and how he prefers to get to know people that can sometimes be unorthodox

[01:41:59] - Market index investing and why it may not be the best strategy going forward

[01:47:36] - The kindest thing anyone has ever done for him