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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