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Stephan Livera Podcast

SLP122 PlanB - Responses to the S2F model

60 min • 4 november 2019

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:

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