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

BTC085: Sven Henrich on the Central Banker's Dilemma (Bitcoin Podcast)

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

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 6 July 2022

⏱️ 63 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 01:18 - How Sven sees the current macro set-up. 10:18 - Will the central banks keep tightening until something breaks? 21:35 - What will the next round of stimulus look like from a size standpoint? 25:31 - Why have the rates come up so quickly and is that the reason why nothing has broken yet? 39:57 - Sven's thoughts on technical analysis. 50:53 - Why did Sven change his mind about Bitcoin? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Sven Henrich on Twitter. Sven's website Northman Trader. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our favorite Apps and Services. Browse through all our episodes (complete with transcripts) here. New to the show? Check out our We Study Billionaires Starter Packs. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0

You're listening to TI-P.

0:02.2

Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.

0:06.0

Today's guest needs little introduction because I'm interviewing the one and only North

0:10.0

Mintrader, Mr. Sven Henrich. Sven is a major contributor to the financial space as a global macro

0:15.9

analyst and investor. He has a substantial following for many of his thoughtful charts in identifying

0:21.5

major shifts in the macro environment. As a fan of Sven's for numerous years, I was always

0:26.5

frustrated that he was not a Bitcoiner, but as of recently, he's actually come around on the

0:31.3

idea and we talk about this amongst many other macro topics throughout the show. So without

0:36.0

further delay, it brings me great pleasure to bring on one of my personal favorites, Mr. Sven Henrich.

0:45.2

You're listening to Bitcoin Fundamentals by the Investors podcast network.

0:50.1

Now for your host, Preston Pish.

1:03.9

All right, so like I said in the introduction, I'm here with Sven. Sven, I've been following you

1:08.5

for years. I've been following you for years and the two of us have had a few dust-ups here

1:14.3

and there, arguing over certain things, but I think it's all in good. Both of us are trying to

1:23.6

seek the truth at the end of the day. When you see those collisions, you know there's something

1:29.7

there. Maybe you're missing something. Maybe you got something, right? That's the great thing about

1:34.2

being online. Here's where I want to start with this. Welcome to the show. We're in a raging

1:39.6

inflationary environment all around the world and it seems like we should or there could be a

1:46.6

deflationary bust brewing, but then I'm looking at oil prices and I'm looking at these expectations

1:52.8

over in Europe for what they're thinking. Oil prices are going to be in it. I don't know what

1:56.7

to think, right? So what are your thoughts on some of this? Hey, Preston, first of all,

2:01.6

it's all about to be with you. Do we have dust-ups? I'm not sure. I think we just

...

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