We Study Billionaires - The Investors Podcast

BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

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Sinopse

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:37 - What's the mastermind's thoughts on FTX and SBF? 10:22 - What's happening with Gemini, DCG, Genesis, & GBTC? 14:37 - What's the group's thoughts on Binance? 15:04 - Why is a risk assessment of counterparts risk so important? 15:04 - Thoughts on liquidity and how to use it to understand volatility limits. 22:30 - An overview of Fixed Income Markets and High Yield Debt. 41:39 - Thoughts on inflation and what it might trend towards in 2023. 58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward. 01:15:46 - Is China demand coming back online? 01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)? 01:31:05 - What to expect from the price of Bitcoin in 2023. Disclaimer: Slight discrepancies in the timestamps 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,