SLP401 Greg Foss - Sell Bonds, Buy Bitcoin

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Manage episode 336486643 series 2408472
By Stephan Livera. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Greg Foss, Bond market veteran investor, and bitcoin/macro commentator rejoins me on the show to talk about the situation with global debt, bond markets and why Bitcoin is cheap protection. We chat:

  • US Fed
  • Japanese debt markets
  • The 60:40 stocks and bonds allocation and what changes
  • Sell Bonds, Buy Bitcoin
  • Scenarios for how this plays out
  • Looking Glass Education

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