In this episode we examine the phenomenal performance of Nasdaq vs s&p500 and debate whether it will continue to outperform it given the incoming administration's fiscal and monetary policy plans. We discuss value capture by tech disruptors vs traditional companies that benefit from tech, the new administrations spending plans, automation and of course, Bitcoin. Follow us on twitter: https://twitter.com/shimonlazarov https://twitter.com/MrEbitda --- Send in a voice message: https://anchor.fm/hardcorefinance/message