logo
episode-header-image
Nov 2022
1h 4m

BTC104: The US FED & Treasury Need Bitco...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

  • 01:14 - What got Luke into writing profound articles around Bitcoin.
  • 02:48 - Luke's opinions on various long-term cycles.
  • 06:30 - The comparison to the 1930's and 40's.
  • 06:30 - Thoughts on wealth inequality.
  • 17:15 - Historical Inflation Tipping Points.
  • 23:52 - Currency wars and where we are in that dynamic.
  • 29:04 - The quandary of Government treasuries potentially running out of buyers for their bonds.
  • 29:04 - How the growth in stable coins actually demonstrates to world leaders why they need Bitcoin.
  • 29:04 - The Bitcoin Milkshake theory.
  • 33:32 - How stable coin operators become buyers for government bonds.
  • 35:28 - The Green Swan Event.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


SPONSORS

Support our free podcast by supporting our sponsors:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
TIP736: How the Best Investors Execute w/ Clay Finck
In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, revealing why investment success depends far more on execution than stock picking. Through analysis of nearly 1,000 investments, he ... Show More
1h 12m
Jul 9
BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)
Preston Pysh welcomes back NVK, renowned Bitcoin expert and founder of Coinkite, for an in-depth conversation on the future of Bitcoin, the evolving dynamics of its core development, and the promising rise of decentralized platforms like Nostr. IN THIS EPISODE YOU’LL LEARN: 00:00 ... Show More
1h 3m
Jul 6
TIP735: Compounding with Character w/ Guy Spier
In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy. I ... Show More
2h 11m
Recommended Episodes
Oct 2021
MI Rewind: Bitcoin, COVID-19, and Macroeconomics for Beginners w/ Pomp (Part 2)
IN THIS EPISODE, YOU’LL LEARN: 3:39 - What the best way is to deal with Bitcoin's volatility. 15:49 - What will happen if the government decides to step into the whole bitcoin scene? 19:56 - For beginners, how should they start investing in Bitcoin, how is the process going to be ... Show More
40m 54s
Nov 2021
MI120: Bitcoin and Financial Independence w/ Jim Crider
IN THIS EPISODE, YOU’LL LEARN:   02:33 - What the benefits are of having a financial planner. 21:16 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present. 27:15 - What financial independence really means. 48:02 - W ... Show More
55m 41s
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are some ca ... Show More
1h 3m
Nov 2022
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing (QE) ... Show More
1h 8m
May 2021
Expert Investor: David Halpert - Opportunities in Indonesia & India
This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David's personal story with investing, but ... Show More
46m 36s
Apr 2022
MI Rewind: Investing in Commodities with David Morgan
IN THIS EPISODE YOU’LL LEARN: 03:37 - What are commodities, and how do you invest in them? 06:33 - How you can invest in commodities through ETFs. 16:59 - When is the "right time to buy"? 25:16 - Why David invests in silver. 28:00 - Why do investors avoid investing in precious me ... Show More
57 m
Apr 2021
Why are the experts buying Costco & Home Depot?
Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today's episode, Bryce and Alec talk about two letters they've read recently. They've chosen one big investor (David Einhorn) and one small (Ensemble Fun ... Show More
45m 38s
Jul 2021
Two massive Australian mergers | Roblox & Tencent updates
We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previous g ... Show More
44m 30s
Oct 2022
REI142: Real Estate Syndications w/ Dan Handford
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:46 - Why you might want to consider attending conferences.06:36 - Why networking is important.09:11 - What a real estate syndication is.12:05 - How syndication investments impact your taxes.19:56 - What a 1031 exchange is.31:10 - How ... Show More
52m 33s
Feb 2022
MI144: Investing in the Metaverse and Technology Trends w/ Beth Kindig
IN THIS EPISODE, YOU’LL LEARN: 06:04 - Beth’s approach to investing in the Metaverse. 10:17 - How large the Metaverse market could potentially become over the coming years. 10:17 - The companies that Beth is most excited about in relation to the Metaverse and other technology tre ... Show More
56m 3s
Listen to millions of songs and podcasts on Anghami