Click to download audio version This podcast episode was recorded as a primer
for Greg Foss’ appearance on the Bitcoin 2021 “The Bitcoin Macro
Landscape Panel.” If you couldn’t make the conference, be sure to catch the
Bitcoin 2021 YouTube live stream for day one and for day two. In this podcast
recorded on May 25, Bitcoin Magazine 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 Bitcoin As Portfolio Insurance,” and tune into his panel discussion
with Preston Pysh, Jeff Booth, Mark Yusko and Trey Lockerbie from the main stage
at Bitcoin 2021 in Miami.
for Greg Foss’ appearance on the Bitcoin 2021 “The Bitcoin Macro
Landscape Panel.” If you couldn’t make the conference, be sure to catch the
Bitcoin 2021 YouTube live stream for day one and for day two. In this podcast
recorded on May 25, Bitcoin Magazine 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 Bitcoin As Portfolio Insurance,” and tune into his panel discussion
with Preston Pysh, Jeff Booth, Mark Yusko and Trey Lockerbie from the main stage
at Bitcoin 2021 in Miami.
