Shifting Sands: The Future of Global Investment

Jeff Ross is a macroeconomist, bitcoiner and Founder & CEO of Vailshire Capital Management.

In this episode, we discuss why Jeff believes we're entering a new inflationary era that echoes the 1970s, why global capital is rotating out of U.S. assets, and how this sets up Bitcoin and gold for massive outperformance & why he thinks the next Bitcoin cycle could peak in late 2025.

We also get into the risks of corporate Bitcoin treasury strategies, the geopolitical impact of war on markets, and why emerging markets and Bitcoin will benefit.

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