In this podcast Saifedean and Lyn discuss Bitcoin and trends taking place in the macroeconomy. Lyn starts by giving her view on the investment case for Bitcoin, PlanB’s Stock to Flow model, and whether Bitcoin can be characterized as a Ponzi scheme. They then move on to discuss global macroeconomic conditions and why Bitcoin represents a more attractive investment in a world where fiat currency supply expansion is accelerating. They touch on long-term debt cycles, 1970s stagflation, CBDCs and whether we should expect high inflation during the 2020s.
Articles by Lyn that were referenced in the conversation include:
See PlanB’s website for information on the Stock to Flow model: https://100trillionusd.github.io/
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