In this special crossover episode with On the Margin, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the crypto market outlook, product market fit across the industry, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:20) Macro Outlook
(07:14) Philosophical Vibe Shift
(12:39) Financial Nihilism
(16:40) Unpacking The Next Administration
(20:11) Misaligned Incentives
(23:23) Ads
(25:24) Bitcoin Strategic Reserve
(38:15) BSR & The US Dollar
(47:06) Crypto Market Outlook
(50:04) Crypto Product Market Fit
(55:18) Fundamentals Bearish?
(57:07) Learn More About Travis’ Work
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Forward Guidance