BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 30 December 2020

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN: How Brent views the macro landscape Brents opinions on different "pools" of money in the greater economy Why scare assets are going to continue to dominate the investing landscape How to think about position size Brent's risks for Bitcoin How much Bitcoin should be in your portfolio BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Brent Johnson's twitter Brent's investment firm Santiago Capital Management Browse through all our episodes (complete with transcripts) here. 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Transcript

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0:00.0	You're listening to TI P.
0:03.0	Hey everyone, welcome to our Wednesday release of the investors podcast where we are talking
0:07.2	about Bitcoin.
0:08.7	On today's show we have a big name from the traditional finance space and that's Mr.
0:12.4	Brent Johnson from San Diego Capital.
0:15.3	What started out as a little spat between Brent and myself on Twitter quickly evolved
0:20.4	into a phone call and then a decision that we should probably be recording this and turning
0:25.0	it into a podcast.
0:26.2	So this was a really fun conversation because Brent is a guy that likes Bitcoin a lot but
0:32.0	he also has a lot of concerns and points that he just likes to raise when having the conversation
0:37.1	about it.
0:38.1	One of the things that we really pride ourselves in here at TI P is offering all sorts of
0:42.6	points of view on a particular topic so that anybody who's listening to it can make
0:47.2	whatever decision they want after hearing the conversation.
0:50.4	And on today's show Brent provides a lot of food for thought on markets in general expectations
0:55.5	for going forward into 2021 and then the bull in bear cases for Bitcoin.
1:01.0	So without further delay, here's my chat with Brent Johnson.
1:07.0	You're listening to Bitcoin Fundamentals by the Investors Podcast Network.
1:13.2	Now for your host Preston Pish.
1:26.3	Alright so here I am with the one and only Brent Johnson.
1:30.0	Man, it's amazing how we came to this Brent.
1:33.0	It is.
	...

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