IN THIS EPISODE, YOU’LL LEARN:
- From a macro standpoint, what surprises them the most?
- What is happening in the Credit Default Swap market?
- Why are the CDS prices in Japan not so bad considering how much Yield Curve Control has been implemented?
- Why is Fidelity so involved in Bitcoin and why is it so important?
- Are the Credit cycles getting faster?
- What's the next major central bank to implement Yield Curve Control?
- What are fixed income investors thinking right now for long duration?
- What kind of timeline is this "great reset" playing out?
- What was the incentive for building the Looking Glass Education Platform?
BOOKS AND RESOURCES
- The Fidelity report about Bitcoin Versus Everything Else.
- The Looking Glass Education Platform.
- Dr. Jason Sansone's and Greg Foss's article: Bitcoin Portfolio Insurance - Introductions, Basics, and Bond Math.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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