DiscoverStephan Livera PodcastSLP122 PlanB - Responses to the S2F model
SLP122 PlanB - Responses to the S2F model

SLP122 PlanB - Responses to the S2F model

Update: 2019-11-042
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Description

PlanB (Pseudonymous Bitcoin Quant) rejoins me in this episode to talk about the response to his seminal work, Modeling Bitcoin’s Value with Scarcity. There have been some responses to his Stock to Flow (S2F) modelling work, so we talk:



  • The response to his articles and translations

  • What cointegration is and why it matters

  • Responses to PlanB’s modelling work

  • Cash and carry trade

  • Where to from here


PlanB Links:



Sponsor links:



Stephan Livera links:


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SLP122 PlanB - Responses to the S2F model

SLP122 PlanB - Responses to the S2F model

Stephan Livera