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Is This Going to Be a Trial?
I think this will be a plea. The question is, you know, how long it's going to take to negotiate with him,. Given the stakes and given his the effect on him, he's going to serve time. It's going to be very difficult for him and his family to go through. I'm not in the business of spreading FUD, but there are other big players in this industry that have some mud on their faces.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:37 - What's the mastermind's thoughts on FTX and SBF?
10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?
14:37 - What's the group's thoughts on Binance?
15:04 - Why is a risk assessment of counterparts risk so important?
15:04 - Thoughts on liquidity and how to use it to understand volatility limits.
22:30 - An overview of Fixed Income Markets and High Yield Debt.
41:39 - Thoughts on inflation and what it might trend towards in 2023.
58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.
01:15:46 - Is China demand coming back online?
01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?
01:31:05 - What to expect from the price of Bitcoin in 2023.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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