#216 – Brian Russ on Bitcoin, Investing, the Goal of Wealth
Enter the Lionheart
Lawrence Dunning
4.9 • 67 Ratings
🗓️ 12 January 2026
⏱️ 86 minutes
🧾️ Download transcript
Summary
Brian just launched his own evergreen fund, 1971 Capital and gives his 2025 market recap, covering the best performing assets among metals, Bitcoin and equities. We also discuss his thoughts on the future of bitcoin, gold, the equity market and the direction of interest rates.
** This podcast is not financial advice, it is for informational purposes only **
0:00: Opening sequence
4.30: Moving to Dubai
12.00: The decision to open the "1971 Capital Fund"
18.00: Brian's thoughts on money and wealth
27.00: The 4-year Bitcoin cycle, the move of gold, and if the past is indicative of the future
35.00: The similarities of Bitcoin and Gold
45.00: Have you missed investing in Bitcoin?
51.00: Fear/Greed Index and transfer from early adopters to retail/funds
56.00: Recent performance of Ethereum and other Alt-coins
1.03.00: NFTs & Stablecoins
1.13.00: US Stock Market Performance, NVDA, Tesla and the AI Trade
1.20.00: Brian's thoughts on the Bond Market and the future of interest rates
1.24.00: The future of housing affordability
Brian's amazing substack: https://1971capital.substack.com/
Until next time, love and good vibes.
Podcast Website: https://enterthelionheart.com/
Check out the latest episode here:
Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704
Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI
#crytpo #bitcoin #etherium #economics #entrepreneurship #investing #dollar #inflation
Transcript
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| 0:00.0 | I'm at a point now where the process is really sound, you know, the outcomes are going to fluctuate. With the opportunities the market gives to you, you know, sometimes there's black swan events, unforeseen things. I get things wrong all the time. But I'm quite comfortable with a focus on the process and acceptance of the outcome. So as long as that process is really sound, I'm quite comfortable with the idea. And I think I'm at a point in life where |
| 0:21.2 | I really want to take a bet on myself. And I have a great deal of confidence in my ability to |
| 0:26.0 | navigate the markets. It's definitely my passion. So I thoroughly enjoy it. You know, sorting |
| 0:31.2 | through this puzzle is just absolute joy to me. It never feels like work. A single theme is too knowing for great minds and daring hearts. |
| 0:49.3 | Get ready to enter the Lion Heart with your host, Lawrence Dunning. |
| 0:59.1 | Ryan, it's such a pleasure to do this again. I know you don't know this, but I do consider you my financial mental. And what I love about you, though, is you're so much more than you're |
| 1:04.1 | fascinated by the financial markets and you have so much knowledge. But you're also such a cool, |
| 1:08.7 | interesting, awesome guy too. So maybe before we even start talking about finance and all the things we're going to talk about, let's just recap the last 12 months of your life. I feel like you've had some awesome changes. Yeah, well, God, that's such a nice compliment, man. I really appreciate it. I always love talking to you. I'm really looking forward to this. Such a great opportunity to catch up. |
| 1:33.7 | God, the last 12 months, it's like, where do I start? I think it's funny because my wife, |
| 1:40.0 | who you know and I have this tradition that we do every year, where we will guess the theme of the year on about late December or January 1st for the coming year. And then at the |
| 1:48.1 | end of the year, we look back and say, were we right or were we wrong? You know, and most of the |
| 1:52.1 | time we're way off. But this year we were, we were pretty spot on. So we had set in motion |
| 1:57.1 | a plan in our own life to make some pretty big life changes right around this time. |
| 2:03.8 | And so we called this year opening sequence, which was just kind of a play on chess for any chess |
| 2:09.0 | lovers out there, which is basically to say like how you position the game, kind of your first |
| 2:14.5 | few moves and how you get ready strategically for trying to play the game |
| 2:19.3 | to win or just to have a good time or whatever your ultimate goal is. |
| 2:22.8 | So as we look back on this year, which we did over this past weekend, it was pretty accurate. |
| 2:28.5 | So for my life over the course of the last two decades, I've spent most of my professional career |
| 2:36.7 | in traditional finance in banking. And I've been wanting to make a transition for a little while |
| 2:44.8 | now. And the timing and stars, you know, kind of aligned for me. So this year I've officially |
| 2:50.8 | launched my own investment for a |
... |
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