IN THIS EPISODE, YOU’LL LEARN:
- What's the mastermind's thoughts on FTX and SBF?
- What's happening with Gemini, DCG, Genesis, & GBTC?
- What's the group's thoughts on Binance?
- Why is a risk assessment of counterparts risk so important?
- Thoughts on liquidity and how to use it to understand volatility limits.
- An overview of Fixed Income Markets and High Yield Debt.
- Thoughts on inflation and what it might trend towards in 2023.
- The 30 year versus the 3 month and what that means for FED policy moving forward.
- Is China demand coming back online?
- What potentially causes a final capitulation for this cycle (will there even be one)?
- What to expect from the price of Bitcoin in 2023.
BOOKS AND RESOURCES
- Joe Carlasare's Twitter.
- Steven McClurg's Twitter.
- Jeff Ross's Twitter.
- Joe's legal practice.
- Steven's Valkyrie Investments.
- Jeff's Investment Management Fund: Vailshire Capital.
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