Bitcoin, Bonds, Risk Management, Asymmetric Bet of our Lives, Digital Energy w Greg Foss

www.twitter.com/FossGregfoss
#Bitcoin #Bonds #Inflation #AsymmetricBet #Deflation #Insurance #RiskManagement
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0:00 Disclaimer - this is Edutainment and not Financial Advice - The opinions expressed in the video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. It is only intended to provide education about the financial industry.

0:30 Introduction to Greg Foss

3:00 Thesis is it easier for engineers to understand Bitcoin?

5:00 Reversing decisions when you realize you are wrong - fighting the lizard brain

6:12 Inflation rate today - borrowing has a negative cost and impact for the world

8:30 High yield bonds worst risk-return in 40 years

9:16 What are bond traders doing now?

12:00 How the 60/40 Portfolio is completely broken

12:42 Big money manager names are leading clients astray - DO NOT LISTEN TO AN ASSET ALLOCATOR who tells you to have a 60/40 Allocation

15:10 Avg debasement for FIAT is 14.1%, Avg Return for S&P 500 over 30 years is 14.3% and Inflation is 15%. Is this a coincidence?

17:30 Per Cathie Wood - Cathie Wood suggests BTC may take on some of the functions of Bonds. What would that suggest for the possible future market cap?

19:48 What are Gregg’s thoughts on the threat of deflation per Cathie Woods?

22:40 Importance of Inverting

23:00 Global economy needs to grow at 12% to stay flat or else print more money

24:00 Institutions are smart. They know what’s coming (ie. Inflation). What are the conversations being had behind closed doors right now? RIVIAN Motors

28:06 What is your approach on this trade - buying GBTC and shorting BITO for a family office? Or a pension fund?

30:30 If you were in charge (government) what would you do to fix the money problem? Jason Lowery US Space Force and More

33:45 How I was asked to make a video to convince a Canadian Mayor to mine bitcoin! Bitcoin and Energy

36:50 Geopolitical Games and Energy and PetroDollar vs PetroBitcoin

39:40 Evergrande - What is your opinion on Evergrande officially defaulting? How long will proceedings take and what kind of effect do you think it will have on the market.

46:19 Can Bitcoin become the flight to safety? Long Volatility bet?

48:30 Do you believe in the Stock to Flow S2F model?

49:44 Bitcoin Robert Breedlove modeling

51:00 Why does 97.5% of the world not get Bitcoin? It is an IQ Test and they are intellectually lazy

52:00 Bitcoin EV Analysis - Expected Value. $2M Per Bitcoin

58:00 How 100BN from a pension fund triples bitcoin price. What is stopping people from allocating to Bitcoin?

1:01:56 Asymmetric Bet of our lives - Asymmetric Bets Define our Lives

1:03:26 Modeling Bitcoin

1:04:00 What are your top 3 resources for information.

1:08:00 What to short? Berkshire Hathaway - banks etc?

1:10:00 Bitcoin King of Canada