IN THIS EPISODE, YOU’LL LEARN:
04:38 - Sahil's thoughts on curating content online.
10:45 - Why Sahil has gotten interested in Macro and sound money.
17:13 - What is the Cantillon Effect and why is it important?
17:13 - Sahil's thoughts on how a person can use this macro concept for investing.
30:10 - Portfolio construction in today's environment.
30:1 ... Show More
Nov 19
BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)
Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges.
They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottle ... Show More
1h 2m