BTC088: FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg (Bitcoin Podcast)

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 27 July 2022

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 01:48 - Steven's quick lesson on the bond market. 07:17 - How should people think about the securitization of lending? 14:20 - How banks are dependent on credit duration on their balance sheet. 24:53 - Steven's opinions on what to expect from the FED. 35:42 - Steven's thoughts on oil moving forward. 37:52 - At what point does the FED have to reverse course? 41:45 - Steven's thoughts on the inverted bond yield curve. 48:48 - Why are we seeing banks starting to buy homes? 51:44 - What's the difference between trust, futures ETFs and Spot ETFs? 56:07 - Is the SEC not approving an ETF to prevent dollars from leaving the system? 01:08:35 - Steven's thoughts on the Euro Dollar system. *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. Steven McClurg's Twitter. Steven's Company Valkyrie. 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 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.
0:02.7	Hey everyone, welcome to this Wednesday's edition of the Bitcoin Fundamentals podcast.
0:06.9	Our guest today is Stephen McClurge, who has multiple decades of experience in fixed
0:11.2	income and private equity.
0:13.3	During our discussion, we talk about Stephen's experience as a bond investor and why credit
0:17.4	markets are impacting the global economy so profoundly right now.
0:21.5	Additionally, since Stephen is the CIO of Valkyrie, and one of the few companies within
0:25.6	approved Bitcoin futures ETF, I ask him about the differences between a trust, futures ETFs,
0:31.6	and spot settled ETFs, and why we're seeing the actions that we're seeing currently out
0:35.6	of the SEC.
0:36.6	Finally, we talk about his opinions on the Eurodollar market and why it is or isn't something
0:41.8	that's currently concerning him.
0:43.4	We cover all of those and much more, so hold on tight because here's my chat with Mr.
0:47.9	Stephen McClurge.
1:11.1	Hey everyone, welcome to the show.
1:12.6	Like I said in the introduction, I'm here with Stephen.
1:15.0	Stephen, welcome to the investors podcast.
1:16.8	Hey Preston, thanks for having me.
1:19.2	Awesome having you.
1:20.2	So we had some chats up at the Bitcoin conference last week up in Nashville.
1:26.1	And me and I just enjoyed meeting up with you and chat and so much.
1:29.9	I was like, do we got to get together and record something?
	...

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