Jim and Evan welcome special guest Paul Isaac, CEO and Founder of Arbiter Partners, to discuss current opportunities and risks.
1:54 Paul’s #bitcoin trading strategy
7:40 Value in #Japan
12:30 Other periods of technological #disruption
14:45 Is #Exxon vulnerable to a market downturn?
17:14 Strategies for an expensive market
20:37 Paul’s favorite #stocks in the U.S.
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