Thank you, Stephen. As always, clearly stated and provocative. Please remind me, what episode and time spot of the Physics of Bitcoin do you and Giovanni discuss the Kelly Criterion? I’d like to go back and rewatch, maybe send the clip and this piece to my RIA.
This is very thoughtful, great approach to BTC allocation
Thank you, Stephen. As always, clearly stated and provocative. Please remind me, what episode and time spot of the Physics of Bitcoin do you and Giovanni discuss the Kelly Criterion? I’d like to go back and rewatch, maybe send the clip and this piece to my RIA.
Cheers,
Steve
My most recent discussion of Kelly was on Mr M show https://youtu.be/S53_pz4LxoY?si=xRO-qnn4c2m8SMdP with the Kelly criterion at the end 34 minutes in, Thanks, Stephen
Perfect. Thank you