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

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

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. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Shopify Netsuite Vanta 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 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 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

Jaksot(1174)

BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)

BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)

Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuat...

10 Joulu 20251h

TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve

TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve

Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, ...

7 Joulu 20251h 2min

TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley

TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley

On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, whi...

5 Joulu 20251h 29min

TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)

TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)

Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from...

3 Joulu 20251h 13min

TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve

TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve

On today’s episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, kil...

30 Marras 20251h 4min

TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve

TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve

On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. IN THIS EPISODE YOU’LL LEARN...

28 Marras 20251h 4min

BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)

BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)

Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin’s relevance in today’s world. They explore Natalie’s personal immigrant story, the financial wake-u...

26 Marras 20251h

TIP771: Money Masters Of Our Time w/ Kyle Grieve

TIP771: Money Masters Of Our Time w/ Kyle Grieve

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:07:58 - Warren Buffett's emphasis on "cont...

23 Marras 20251h 10min

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