WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks
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Description
In this bonus WOYM episode of Non Consensus Investing, hosts Ram Ahluwalia and Justin discuss various investment-related topics, including Bitcoin halving, the dynamics and competition among Bitcoin miners, and the significance of special bitcoins like the Genesis block. They touch upon geopolitical events, their impact on the stock market, and discuss Apple's market position versus Samsung, attributing Apple's recent downturn to weak sales in China and consumers holding onto their phones longer. The episode also digs into China's economic condition, the effect of geopolitical risks on stock prices, and Warren Buffett's recent investment mistakes. Lastly, the conversation shifts to healthy routines, focusing on the importance of sleep, featuring insights from an interview with Molly Eastman of Sleep is a Skill, covering the effects of social jet lag and the benefits of a consistent sleep and wake cycle.
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