We Study Billionaires - The Investor’s Podcast Network

BTC021: Bitcoin and Bonds w/ Greg Foss (Bitcoin Podcast)

Apr 14, 2021

Greg Foss, a seasoned fixed income investor with over 30 years of experience, shares fascinating insights on the bond market’s intersection with Bitcoin. He discusses pivotal lessons from his investing journey and the implications of the long-term debt cycle. Foss explores how Bitcoin could influence the fixed income market, including convertible bonds as catalysts for adoption. He also delves into the ramifications of rising global debt and positions Bitcoin as a potential hedge for institutional investors amid economic uncertainties.

01:43:27

Episode guests

Greg Foss

AI Chapters

Episode notes

Intro

2min

Navigating Fixed Income: Lessons from History

16min

Media Sensationalism and Bitcoin Insights

5min

Navigating Bond Market Dynamics

19min

Understanding the Debt Spiral and Currency Debasement

4min

Bitcoin as a Hedge: Reassessing Financial Strategies

18min

Bitcoin's Ascendancy Over Gold: A Comparative Analysis

3min

Navigating Sovereign Risk and Financial Contagion

4min

The Importance of Personal Exploration in Understanding Bitcoin

2min

10.

Navigating Bond Market Dynamics

15min

11.

Bitcoin and Financial Strategies

21min

IN THIS EPISODE, YOU'LL LEARN:

What were some early lessons that Greg learned that shaped the way he sees the investing world
How does he think about the long-term debt cycle
How can Bitcoin potentially impact the fixed income market
How can convertible bonds become a catalyst for further Bitcoin adoption
What are his thoughts on the contango trade
His thoughts on the current sell-off in bonds and what it means for yield curve control
How to think about sovereign default swaps and how it can be used as a model for valuing Bitcoin
How governments will start to view Bitcoin if the trend continues

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Greg Foss's article: Valuing Bitcoin w/ Credit Default Swaps
Greg Foss Twitter
Browse through all our episodes (complete with transcripts) here.

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