Greg Foss, a 3 decade veteran of fixed-income securities specializing in HY (High Yield) joins me to talk about debt, bonds, government debt, and why Bitcoin is the answer.
- Primer on debt instruments
- Interest rates and bond bull market over decades
- Craziness of debt markets
- Interaction between debt and equity
- Could govt repudiate the debt?
- Could we outgrow it?
- Why Bitcoin is the best asymmetric trade
- Swan Bitcoin
- Hodl Hodl Lend
- Compass Mining
- Unchained Capital (code LIVERA)
- CypherSafe (code LIVERA)
- CoinKite.com (code LIVERA)
Stephan Livera links: