AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Binance
Gemini CEO Stephen Pair: Offshore exchanges are "black boxes" He says they're too small to properly assess the risk and leverage in the system. Binance's balance sheet was propped up with tokens that were created out of thin air, he said.
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.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode