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

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 14 April 2021

⏱️ 107 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. 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Transcript

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0:00.0	You're listening to TI P.
0:30.0	We talk about the long term trend.
0:32.0	We talk about UBI, yield curve control, forward guidance, more QE, credit default swaps,
0:39.0	and most importantly, how traditional investors will interpret these signals
0:43.0	as an ever-expanding Bitcoin price just seems to keep on coming.
0:47.0	Get ready because Greg brings some serious fire during this discussion
0:51.0	and without further delay, here's my chat with Greg Foss.
0:54.0	You're listening to Bitcoin Fundamentals by the Investors Podcast Network.
1:02.0	Now for your host, Preston Pish.
1:16.0	All right, hey, everybody, welcome to the show.
1:18.0	And like I said in the introduction, I'm here with Greg Foss.
1:21.0	And from what I hear, Greg, everyone keeps telling me, you too need to talk.
1:26.0	So here we are, we're going to do this.
1:28.0	I'm flattered. Thank you for having me.
1:31.0	So Greg, I want to start off just kind of with your foundation.
1:35.0	Early on, were you always in fixed income since the start or is it something that you work in the past decade?
1:41.0	It's over 30 years and with a focus on credit and fixed income.
1:45.0	And I did trade most other instruments, including equities.
1:49.0	There were times when I would take equity short positions against bond positions.
1:53.0	We could talk about that.
1:54.0	But yes, I'm a trader focused on credit markets.
1:57.0	And I've traded all sorts of derivatives, including credit, default swaps, bank loans, etc.
	...

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