BTC021: Bitcoin and Bonds w/ Greg Foss

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  • Опубліковано 13 кві 2021
  • On today’s episode of Bitcoin Fundamentals, Preston talks with bond expert, Greg Foss, about the potential impacts of Bitcoin on the global credit market and overall financial system.
    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
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КОМЕНТАРІ • 57

  • @dnels493
    @dnels493 3 роки тому +51

    Man, I didn’t understand 50% of this but it was absolutely epic anyway. Greg is the man.

    • @warrenb2856
      @warrenb2856 3 роки тому

      Don't sell yourself short Dan. 99.999999% of the world does not have a clue about this. Welcome to Jungle.

    • @blainetripp2951
      @blainetripp2951 2 роки тому

      i guess im randomly asking but does anyone know a way to log back into an Instagram account..?
      I was stupid forgot my password. I would appreciate any tips you can offer me.

  • @generosamilia9184
    @generosamilia9184 3 роки тому +13

    I listen to many podcasts at 2x. I think I need to relisten to this at .5x and take notes.

  • @mutantchimp7022
    @mutantchimp7022 3 роки тому +8

    I am a medical doctor barely understood 25% of this. But couldn’t stop listening. I appreciate high quality thinking. These guys make me humble.
    Tks

    • @butchdeadlift7551
      @butchdeadlift7551 3 роки тому +1

      Same. But listening to things that are hard to grasp is the best way to stimulate learning. I've very appreciative of Preston and TIP for putting out these high-level discussions.

  • @thanasonlertphanrasamee3322
    @thanasonlertphanrasamee3322 2 роки тому

    Greg's cartoon as the background clip is very cute, love this man ! He really has experience in bonds and investment. Respect from Thailand

  • @sivi9741
    @sivi9741 3 роки тому +25

    When I hear Greg talking about credit swap , banks leverage by 25 times and Canada being triple AAA by a credit analyst wanting to work in some places , etc.
    It’s “the big short “ movie all over again 😂.

  • @jaareshiahq2106
    @jaareshiahq2106 Рік тому

    💥💥💥🤯🤯🤯
    We need round 2, 3 , and 4 of this
    This was the easiest 2 hour listen of my life. With tons of great insights on institutional trading and markets.

  • @ggabbay0
    @ggabbay0 3 роки тому +1

    Bring Greg back again and again!

  • @crazyd3uces
    @crazyd3uces 3 роки тому +5

    Mind numbing how few people have viewed this video. Thank you for the enlightenment here.

    • @SeanStackn
      @SeanStackn 3 роки тому

      Vast majority listen through podcast apps. But still everyone needs to hear this!

    • @jupiteradventure5284
      @jupiteradventure5284 3 роки тому

      My thesis is: this sort of information has a Karmic element. Those who will do good with their wealth get to find their way here - the rest are watching mind numbing TV and will get a shock.

  • @daveelkin6255
    @daveelkin6255 3 роки тому +2

    This is an exquisitely well informed interview. Thank you Greg, and Preston.

  • @fmilan1
    @fmilan1 3 роки тому +8

    As a American from a Brazilian family who grew up in the Brazil of the 80s, I have a empirical knowledge of what inflation and corruption is and how centralized government is inept

  • @BrianDPedersen
    @BrianDPedersen 3 роки тому +1

    Best overall Bitcoin summary and interview so far. This is the one, to share, for people who are knowledgeable but still do not understand what is happening. Thank you Preston and thank you Greg amazing conversation.

  • @zdenekmlcoch8540
    @zdenekmlcoch8540 3 роки тому

    Heeeavily underrated podcast.

  • @MrTheelicitor
    @MrTheelicitor 3 роки тому

    Very deep discussions...my brain 🧠 still hurts but will listen again for better understanding. Thanks Gents 👍

  • @Thenachobear101
    @Thenachobear101 3 роки тому +5

    BRAIN hurt. One day I'll understand until then I only understand rocketships and laser eyes

  • @TyChe-yg2xf
    @TyChe-yg2xf 3 роки тому

    As a fellow Canadian, thanks for sharing your thoughts Greg & Preston!

  • @eddiejin9211
    @eddiejin9211 3 роки тому

    This episode is fucking incredible, and I've had to listen to it three times...

  • @d.g.5249
    @d.g.5249 3 роки тому +1

    Preston I like your view on things. However I'd be interested in your thoughts concerning the fact that in a bitcoin standard world the value of labour force would exponentially decrease while the value of Bitcoin as itself would increase exponentially over time.
    Cheers Daniel from Germany

  • @paulwu2882
    @paulwu2882 3 роки тому

    I am another MD. Truly eye opening discussion. These guys are smart.

  • @re-thinkthis4880
    @re-thinkthis4880 3 роки тому

    That comment @ 1:35:00 about the base language of communication is awesome. Great fun conversation. Thank you.

  • @m.s.andbitcoinlife3636
    @m.s.andbitcoinlife3636 3 роки тому +1

    Preston is the man but Gregg is off the charts 📈

  • @benguin7
    @benguin7 3 роки тому

    Very cool guest. Thanks gentleman.

  • @marina0rpen488
    @marina0rpen488 3 роки тому

    Awesome interview. Thank you

  • @pyorba
    @pyorba 3 роки тому

    I got to do the gist of things, but some of the finer points were above my head. But fantastic discussion, five star, thank you!

  • @lezmckenzie3120
    @lezmckenzie3120 3 роки тому

    Excellent interview. I think I got it. Not all of it, but enough that the decision is an easy one.

  • @anthonyhui1010
    @anthonyhui1010 3 роки тому

    great interview, loved it

  • @bennysats6076
    @bennysats6076 3 роки тому

    Great episode guys! What a time to be alive

  • @gianboontiong
    @gianboontiong 3 роки тому

    Brilliant practical discussion, thanks...

  • @victorpinheiro1901
    @victorpinheiro1901 3 роки тому +1

    this was so so good!

  • @davidallanmusic
    @davidallanmusic 3 роки тому

    This was really good.

  • @RalphJoelMB
    @RalphJoelMB 3 роки тому +1

    I didn't understand most of it but it made me stack more sats after listening. :D

  • @BitcoinAndChess
    @BitcoinAndChess 3 роки тому +2

    Holy shit... this is required listening. Bullish AF!

  • @paulslacknoise
    @paulslacknoise 3 роки тому

    excellent content

  • @zanshin720
    @zanshin720 3 роки тому

    Dam that's a good interview 👏👌👍

  • @michael2275
    @michael2275 3 роки тому +3

    What is a sovereign CDS insuring? The sovereign will always print to pay destroying currency before defaulting... serious question.

    • @michaelkofman3881
      @michaelkofman3881 3 роки тому +2

      I DMed Greg this exact question on Twitter and he responded quickly with an explanation I didn't really understand. But, I encourage you to ask and maybe you'll have better luck comprehending it than I did.

  • @JohnEJay-wh2th
    @JohnEJay-wh2th 3 роки тому

    Fantastic!

  • @KlausLovgreen
    @KlausLovgreen 3 роки тому +1

    Best current bond summary ever!

  • @stevem5580
    @stevem5580 3 роки тому

    Tremendous!

  • @LIVINGONTHEBITCOINSTANDARD
    @LIVINGONTHEBITCOINSTANDARD 3 роки тому

    I have been on LSD. This just got me back on that trip naturally! Wow! My brain is being blown!!!!

  • @wrexxy49
    @wrexxy49 3 роки тому

    How does Greg arrive at a 12% growth of the numerator when explaining why fiat will debase at the 38 min mark?

  • @manuelorellana8863
    @manuelorellana8863 3 роки тому

    where is the link to the paper?

  • @blasater
    @blasater 3 роки тому

    wow...between the macro guys, the engineering economics of Saylor and now the credit view of Foss?...holy sh*t... accumulate and HODL!

  • @pseudonymanonyous1234
    @pseudonymanonyous1234 2 роки тому

    ADD VIDEO TO THESE

  • @langa1533
    @langa1533 3 роки тому

    "Esoteric"

  • @pseudonymanonyous1234
    @pseudonymanonyous1234 2 роки тому +1

    Wow…Foss called the collapse of Turkey

  • @octavianeandracles5868
    @octavianeandracles5868 3 роки тому +1

    Bond vigilantes are now Bond desperados

  • @tonyb313
    @tonyb313 3 роки тому

    Greg got a little triggered from that contango discussion

  • @ra803g6
    @ra803g6 3 роки тому

    I thought I was smart until I watched this

  • @storiez4boredom487
    @storiez4boredom487 3 роки тому +1

    Greg foss looks like a financial Jack black, other then that ... good listen....

  • @conspiracyboy5015
    @conspiracyboy5015 3 роки тому

    LOL, the big corporations should make their own crypto currency gold standard, rather than BTC which can collapse world security.

  • @MaanayShah786
    @MaanayShah786 3 роки тому

    bitcoin marketing....

  • @lezmckenzie3120
    @lezmckenzie3120 3 роки тому

    Everything will become irrelevant against btc