Despre acest podcast
Random thoughts of a Bitcoiner, hedge fund manager, and pleb.
Episoade
- #9 Market Tantrum Almost Over? · 52 minRecorded on March 14, 2025.Topics: • Analogy for the market tantrum... which is probably almost over • Economy and risk assets will run on underlying growth going forward (vs…
- #8 Nik Bhatia (March 6, 2025) · 1 h 7 minGuest: Nik Bhatia • Author of Layered Money and Bitcoin Age (coming soon!) • Adjunct Professor at the Marshall School of Business @USC • Founder of @TheBitcoinLayer Topics: •…
- #7 Joe Carlasare: A Bearish Macro Pivot -- Time to Buy Bonds? (March 4, 2025) · 1 h 1 minTopics: • Macro summer cancelled for now • Negative GDP growth in 1Q 2025... a one-off? • Accelerating disinflation • Barely positive Manufacturing PMI • Contractionary…
- #6 Mike Alfred (Feb 26 2025) · 1 h 4 minTopics: • Mike's personal life • Amazing success of private investments • Value investing and example public stocks • Bitcoin • Bitcoin mining
- #5 American HODL & Fish Bernoulli (Feb 26, 2025) · 1 h 10 minTopics: • MSTR • Bitcoin • DXY weakness • Long-term Treasury yields • Bitcoin cycles • Common sense hodling principles
- #4 EMERGENCY UPDATE! -- BITCOIN AND MSTR -- PANIC SELL OR CHILL? (Recorded Feb 25, 2025) · 15 minTopics: • My thoughts on the crashing fiat prices of both bitcoin and MSTR. • Is this a good time to panic sell? Or buy with conviction? • Were there similar price, momentum…
- #3 Dr. Jeff Ross -- Macro monologue (Feb 24, 2025) · 1 h 6 minTopics: • Mild US GDP growth and inflation deceleration • A Buy The Dip opportunity or nah? • Dollar weakness: Is it good or bad and will it last? • Why EU, UK, Chinese, and…
- #2 Dr. Jeff Ross -- Macro monologue · 1 h 10 minRecorded on February 14, 2025. Topics: - Reasons to be optimistic - Macro thoughts - Equities - Bitcon
- #1 THINKING OUT LOUD with Dr. Jeff Ross · 29 minFirst live stream! Topics: - Macro thoughts - Investing - Fund management - Bitcoin
