BCB077_GREG FOSS & JOE CARLASARE: The Bond Debate
Blue Collar Bitcoin
The Risk of Sitting on the Sideline
The prospect of Bitcoin and its price appreciation in my mind is contingent on the Fed being able to get back to their regular and orderly course of business, which is fiscal stimulus. If you're running at 6.5% or 7%, those elevated numbers, I think every asset takes it on the teeth. The risk premium for the stock market is historically overvalued if you're going to have treasury paper north of 5%.
Greg Foss & Joe Carlasare drop by to debate the bond market. We find out where they agree, where they disagree, and what this all means for Bitcoin.
We Cover:
- Where bond yields are and where they might be going.
- Is a recession upon us? Likely? Unlikely?
- Are long dated treasuries a good buy right now?
- Why the treasury market is so fundamental to our financial system.
- How much Bitcoin is too much in a portfolio?
- When and why will Bitcoin accrue value?
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ABOUT JOE CARLASARE:
Joe is a lawyer, a commercial litigator, and he’s co-chair of the Cryptocurrency, Blockchain and FinTech group. He has been an active investor and proponent of Bitcoin since 2015. Professionally he provides practical and legal expertise to individuals and companies on regulatory compliance and custodial solutions for digital assets. He is also the co-host of the Inside Bitcoin Podcast.
ABOUT GREG FOSS:
Greg spent 32 plus years as a credit trader and analyst. He now serves as an Executive Director & Bitcoin Strategist for Validus Power Corp in Canada.
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