Listen To This Episode:
This podcast episode was recorded as a primer for Greg Foss’ appearance on the NewsCapsule 2021 “The NewsCapsule Macro Landscape Panel.” If you couldn’t make the conference, be sure to catch the NewsCapsule 2021 YouTube live stream for and for .
In this podcast recorded on May 25, NewsCapsule Head of Research Dylan LeClair had a discussion with credit market expert Greg Foss to discuss the macroeconomic landscape surrounding bitcoin.
Foss has over 30 years of experience in credit markets, and his breadth of knowledge was put on full display during the podcast as the two discussed leverage in the financial system; investment strategies and hedging optionality using a small, long VOL allocation with a majority bitcoin position; and bitcoin as the ultimate solution to the fiat ponzi. The two also discussed the recent event of legendary macro investor Ray Dalio saying that he would rather own bitcoin than a bond, and what that means for the investment community.
This discussion is not one you want to miss. For more of Foss’ work, check out his report tilted, “Why Every Fixed Income Investor Needs To Consider NewsCapsule As Portfolio Insurance,” and tune into his panel discussion with Preston Pysh, Jeff Booth, Mark Yusko and Trey Lockerbie from the main stage at .
