Greg Foss, Bond market veteran investor, and bitcoin/macro commentator rejoins me on the show to talk about the situation with global debt, bond markets and why Bitcoin is cheap protection. We chat:

US Fed
Japanese debt markets
The 60:40 stocks and bonds allocation and what changes
Sell Bonds, Buy Bitcoin
Scenarios for how this plays out
Looking Glass Education

Links:

Twitter: @FossGregfoss
Site: Lookingglasseducation.com

Prior episode:

SLP293 Greg Foss The Debt Problem You Can’t Ignore

Sponsors:

Swan Bitcoin
Mempool.space
Braiins.com
Voltage
Unchained Capital (code LIVERA)
CoinKite.com(code LIVERA)