What podcasts say about Moez Kassam
Every statement, with the speaker, the exact quote and the moment it was said.
What Moez Kassam has said on podcasts
30 statements · 20 positive · 9 negative · 1 neutral
Bitcoin has a durable investor base that will sustain it.
“there is an inherent group of people who are going to keep this thing going”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 1:10
Bitcoin will remain a lasting financial asset.
“this is something that's here to stay for sure”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 1:30
Investors should avoid assets surrounded by excessive hype.
“anything that has too much hype around it, that's when you want to be walking away”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 2:48
Momentum assets can rise faster, longer, and higher than expected.
“things can go up a lot faster and a lot longer and a lot higher than you think”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 5:13
Bitcoin has inherent value and will persist.
“Now I believe Bitcoin has an inherent value and it's here to stay.”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 8:33
Late-stage Bitcoin treasury deals generally offer worse terms.
“the later you are and the louder the music the worse that the deals are”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 11:10
Strive preferred securities are expected to rise toward par value.
“the idea is it'll slowly gravitate towards 100”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 13:13
Anson underwrites approximately 20% IRR on short-term preferred investments.
“we'll look at it underwriting a 20% IRR”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 14:17
Leading AI companies are currently valued too richly for confident bets.
“the valuations are very rich to make those types of bets today”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 18:44
Excessive private-market AI structures could face significant stress.
“there could be a lot of stress on it”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 20:22
AI summaries of investment reports frequently omit information or are materially wrong.
“75% of the time, there's something that they've missed or 10, 15% of the time, they've got the whole thing wrong.”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 25:14
AI-driven investor behavior will improve Kassam’s job and returns.
“I think my job and our returns are going to actually get better”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 25:31
Anson generally avoids crowded Tesla and SpaceX investment situations.
“I'll avoid situations like Tesla and SpaceX for the most part”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 26:28
Samsung and SK Hynix earnings are expected to be exceptionally strong.
“the earnings for these companies looks insane over the next few years”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 30:44
Buying CoreWeave during extreme pessimism produced a subsequent sharp rise.
“we bought Corweave on the Thursday, and then it ripped eventually”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 32:45
Memory stocks may rise 10–15% as market conditions stabilize.
“as things stabilize, you'll get a 10, 15% jump in a matter of days or a matter of weeks”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 33:35
Single-name short selling is difficult in the current bull market.
“short selling is a hard game”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 35:43
Lionsgate is likely worth substantially more under a proper sale process.
“if you ran a proper process, it's probably worth a lot more than where it's trading at today”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 43:07
Selling Lionsgate would be the ideal outcome.
“That would be an ideal world, yes.”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 43:13
Moderna’s upcoming earnings should end its current momentum rally.
“the earnings, in my opinion, should mark the end or even before it”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 44:46
Prediction markets provide better information than polling data.
“it's better than polling data”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 47:26
Retail investors overestimate their informational advantage.
“people believe they have an advantage more than they do”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 52:09
Space-related investments may succeed over a long period.
“this is a theme that may work out over time”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 53:22
Tesla should be viewed primarily as a technology company, not a car company.
“You can't call it a car company, right? This is a technology company”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 54:11
SPAC valuations and activity are driven by investor sentiment.
“SPACs move with sentiment”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 54:43
Anson is cautiously re-entering the SPAC market.
“we're, we're, we're nimbling again on the SPAC market itself”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 55:52
Being based in Canada gives Anson an investment advantage.
“I think it's an advantage”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 56:26
Canada and the United States benefit from remaining independent countries.
“we both do better as independent sovereign countries”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 57:56
Canada and the United States should maintain friendly relations.
“we're better off being friends than foes, I believe”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 58:40
Canada and the United States benefit from cooperation based on shared interests.
“we have such common interests that we're better off being on the same side”
Open the episode · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez KassamListen at 59:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.