Stephan Livera Podcast

SLP401 Greg Foss - Sell Bonds, Buy Bitcoin

Greg Foss, Bond market veteran investor, and bitcoin/macro commentator rejoins me on the show to talk about the situation with global debt, bond markets and why Bitcoin is cheap protection. We chat: US Fed Japanese debt ...

2022-08-02

Episode notes

Greg Foss, Bond market veteran investor, and bitcoin/macro commentator rejoins me on the show to talk about the situation with global debt, bond markets and why Bitcoin is cheap protection. We chat:



  • US Fed

  • Japanese debt markets

  • The 60:40 stocks and bonds allocation and what changes

  • Sell Bonds, Buy Bitcoin

  • Scenarios for how this plays out

  • Looking Glass Education


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