Syz the Future

Willy Woo, Managing Partner of CMCC Crest Fund, is a pioneer in on-chain analysis and a trailblazer in financial markets. In this engaging discussion, he delves into the evolution of money, contrasting digital currencies with historical systems, particularly Bitcoin's transformative potential. He also discusses the concept of synthetic exposure to Bitcoin, emphasizing the risks of derivatives. Finally, Woo speculates on the future of economic systems in light of the Kardashev scale and innovative investment strategies for the next millennia.

Chris Wood, the award winning equity strategist at Jefferies/CLSA, author of the long-running investing newsletter GREED & Fear and former Bureau Chief at The Economist joins us to discuss the tectonic shifts in macroeconomics and financial markets in the age of Trump's re-election. This episode explores the incoming administration, US-China geopolitics, monetary policy, portfolio allocation and private equity trends in light of the changing times. A thoughtful and considerate approach of what to make of the current state of the global economy. 00:00 Preview and Title Sequence 01:39 Opening remarks 02:44 Background of Chris Wood 03:57 Financial Markets, Inflation, Deregulation after the US Re-Election of Trump 06:20 Elon Musk, DOGE, Outlook on the Treasury Bond Market, Fiscal Maneuvering 11:20 Geopolitics: China’s Economy, Recent Easing Measures, Senior Leadership, Property Market, Outlook on Hong Kong 20:28 Gold v Treasury Holdings: Who are the Buyers? Corporate v Treasury Debt markets 23:16 Portfolio Allocation to Gold and Bitcoin, Strategic Reserve 27:35 Private Equity and Private Credit: Leveraged Buyout (LBO) Model, Unregulated Private Markets 33:06 Passive Index Investing as Socialist Investing 35:32 Chris Wood’s Capital Allocation   X (Twitter): https://x.com/syzthefuture  Richard's X (Twitter): https://x.com/RichardByworth   Find us on your favorite podcast channels:  Youtube: https://youtube.com/@syzthefuture Spotify: https://spoti.fi/3Cbky4e  Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt   Instagram: https://instagram.com/syzthefuture  Website: http://podcast.syzcapital.com

Samson Mow (https://x.com/Excellion) of JAN3 / ex-Blockstream fame, is a regular advisor to Nation States on integrating Bitcoin to manage sovereign debt and an accomplished gaming and tech entrepreneur. He discusses how his work with digital money and technology has come into contact with notions of privacy and freedom and how our love of more and more convenience may end up costing us more than we realize, especially with the emergence of Central Bank Digital Currencies (CBDCs) and Digital IDs. This conversation is surely one not to miss, touching on the increasing levels of surveillance across the world in the last decade enabled by the leaps in technological innovation and why we may wish to take pause when it comes to embracing the latest convenience.   Just around the same time of the recording this episode the UK announced implementation of its own Digital ID and rules called the Digital Identity Attributes Framework (DIAF), which is on a voluntary basis, for now - https://www.gov.uk/government/organisations/office-for-digital-identities-and-attributes. #privacy #freedomofspeech #money #state #surveillance #technology #CBDC #centralbankdigitalcurrency #freedom   X (Twitter): ⁠https://x.com/syzthefuture⁠ Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠   Find us on your favorite podcast channels: Youtube: ⁠https://youtube.com/@syzthefuture⁠ Spotify: ⁠https://spoti.fi/3Cbky4e⁠ Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠ Fountain App: ⁠https://bit.ly/4e1ItAt⁠   Instagram: ⁠https://instagram.com/syzthefuture⁠   Website: ⁠https://podcast.syzcapital.com⁠  

In this conversation with Jeff Booth, bestselling author and Bitcoin thought leader, the issues of an unsustainable financial system are brought to light. Jeff critiques the impact of relentless money printing and inflation on everyday life, questioning why many feel worse off despite economic claims. He shares insights on Bitcoin as a decentralized solution and a hedge against inflation, advocating for its role in empowering the working class. The dialogue is rich with strategies for investing wisely in a Bitcoin-driven future.

Syz the Future is a monthly podcast hosted by Richard Byworth, partner at Syz Capital, the alternative investment arm of the Syz Group. The show dives into the critical issues shaping our world today and its uncertain future. From forever wars to energy security, sustainability and monetary debasement to disruptive technology and geopolitics, each episode features an expert guest who can shed light on some of these key challenges we are facing and fresh perspectives on how to move forward. We explore how these pressing topics can impact investment portfolios and the where to allocate capital.     X (Twitter): ⁠https://x.com/syzthefuture⁠ Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠   Find us on your favorite podcast channels: Youtube: ⁠https://youtube.com/@syzthefuture⁠ Spotify: ⁠https://spoti.fi/3Cbky4e⁠ Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠ Fountain App: ⁠https://bit.ly/4e1ItAt⁠   Instagram: ⁠https://instagram.com/syzthefuture⁠   Website: ⁠https://podcast.syzcapital.com⁠  

Eric Syz is the inspirational innovator that founded the iconic Swiss bank, Bank Syz. The discussion covers the challenges and bright spots in building Bank Syz, his view for the legacy of the bank, advice to other entrepreneurs and alternative portfolio construction.   X (Twitter): ⁠https://x.com/syzthefuture⁠ Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠   Find us on your favorite podcast channels: Youtube: ⁠https://youtube.com/@syzthefuture⁠ Spotify: ⁠https://spoti.fi/3Cbky4e⁠ Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠ Fountain App: ⁠https://bit.ly/4e1ItAt⁠   Instagram: ⁠https://instagram.com/syzthefuture⁠   Website: ⁠https://podcast.syzcapital.com⁠  

In a wide-ranging discussion with Benjamin J Butler (https://x.com/englishfuturist), we discuss the growing distrust of our public institutions, the future of government, environmental sustainability, systemic corruption, and the real way forward: bypassing the catchy slogans to truly address the real problems. Inflation as a permanent issue versus the natural state of the economy being deflation. And as always, how to position portfolios with all this in mind.   X (Twitter): ⁠https://x.com/syzthefuture⁠ Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠   Find us on your favorite podcast channels: Youtube: ⁠https://youtube.com/@syzthefuture⁠ Spotify: ⁠https://spoti.fi/3Cbky4e⁠ Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠ Fountain App: ⁠https://bit.ly/4e1ItAt⁠   Instagram: ⁠https://instagram.com/syzthefuture⁠   Website: ⁠https://podcast.syzcapital.com⁠  

David Legg is an expert on global geopolitics and advisor to governments on energy security. This discussion covers the various forever wars being fought across the globe and their linkage to energy security. How we can actually have a significant impact on the amount of carbon dioxide in the atmosphere, and how nuclear can shake its negative stigma. As always, we discuss how to position portfolios for what is to come.     X (Twitter): ⁠https://x.com/syzthefuture⁠ Richard's X (Twitter): ⁠https://x.com/RichardByworth⁠   Find us on your favorite podcast channels: Youtube: ⁠https://youtube.com/@syzthefuture⁠ Spotify: ⁠https://spoti.fi/3Cbky4e⁠ Apple Podcasts: ⁠https://apple.co/3YUmdV5⁠ Fountain App: ⁠https://bit.ly/4e1ItAt⁠   Instagram: ⁠https://instagram.com/syzthefuture⁠   Website: ⁠https://podcast.syzcapital.com⁠