In this episode, Lyn Alden joins the show to discuss the economic tensions from fiscal dominance, the major factors driving liquidity, and what to expect under the Trump presidency. We also delve..

In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in..

In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals,..

In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the..

In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025...

In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also..

In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also..

In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipolar world, the..

In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma..

In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the..

In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value..

In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of..