BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 31 October 2023

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the fourth quarter 2023 mastermind discussion with Preston Pysh, Joe Carlasare, Jeff Ross, and Steven McClurg, we cover a broad range of macro and Bitcoin topics. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:28 - The DTCC website listing various Bitcoin ETFs. 01:28 - Will the Bitcoin ETF even bring new interest to Bitcoin? 26:05 - What is happening in the treasury market right now? 33:45 - The current bull market in Bitcoin - what's driving it? 53:27 - What's the broader implications of the treasury market moves? 01:04:15 - Oil. 01:04:15 - PBOC liquidity injections and overall outside influences to liquidity. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Joe’s Legal Practice. Steven’s company Valkyrie. Jeff’s Investment Firm. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. 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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 this Wednesday's release of the Bitcoin Fundamentals podcast.
0:06.8	On today's show, we have the fourth quarter, 2023, Mastermind Discussion, with Joe Carlisari,
0:12.4	Jeff Ross, and Steven McClurk.
0:14.6	We cover a broad range of macro in Bitcoin topics.
0:17.9	Steven and Joe come armed with tons of information about the Bitcoin Spot ETF filings.
0:23.2	We have a big debate on all the events that seem to be converging at the start of the new
0:27.0	year with the reverse repo aggressively getting drained to provide liquidity and much, much more.
0:32.7	This is one of my favorite conversations that have throughout the year, and this is definitely
0:36.8	one you won't want to miss.
0:38.6	So with that, let's get started.
0:57.0	Hey everyone, welcome to the show.
1:04.8	We are back with the Mastermind fourth quarter, 2023, Man Time Flies, and I'm glad it does
1:12.0	because I look forward to this conversation every time we got Joe Carlisari, Jeff Ross,
1:17.9	Steven McClurk, Gents, just a few things happening right now.
1:23.8	Just a few.
1:25.9	I think you all know where I'm starting, right?
1:28.1	You all know where I'm starting.
1:29.5	It's, there is so much drama, so much drama on the internet on Twitter right now.
1:36.7	Just so folks know, the end of last week was a coin desk came out with a tweet, everybody,
1:45.5	including myself retweeted, and they announced that the Bitcoin ETF, the BlackRock ETF was approved.
1:53.8	And my lord was there a reaction, not just in the price, but like with everybody winging
	...

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