Henrik Zeberg is the Head Macro Economist at Swiss Block. In this conversation we talk about the macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and why Henrik believes risk assets may be in trouble.
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TimeStamps:
0:00 - Intro
2:14 - Where are we in the macro cycle?
10:41 - Are we getting a blow off top in risk assets?
13:14 - Historical stock market valuations vs today
26:36 - What happens in the next 12 months if we are in a bubble?
30:01 - Is bitcoin 4 year cycle different this time?
34:33 - Thoughts on where inflation is going
38:29 - The framework for being a good investor for the next 10 years
42:03 - What does the monetary reset look like?
45:54 - How to prepare your investing portfolio
