5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

BTC086: The Macro Hurricane w/ Lawrence Lepard (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Bonds - Is That Going to Be Enough?

If you pull your money out right now, you're gong to pay an enormous amount of capital gains. I think we know that they have to either let the whole system collapse, o its debase, or default. So i think bonds are pretty easy to get out of. Even when they pivot, there will be a serious equity bounce. But we're not going back to those bubble conditions. Those bubble conditions were outrageous. We've under invested the commodity in oil production. In this new environment, we're talking about the next ten years as being an environment that's basically inflationary,. and basic favors commodities versus technology.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode