BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Risks of Commercial Real Estate and the Threat of a Currency Crisis
This chapter explores the troubling conditions of the commercial real estate market and the risk of bankruptcies, while questioning the effectiveness of government relief efforts. It also considers the potential for a currency crisis, reflecting on the implications for the broader financial system.
IN THIS EPISODE, YOU'LL LEARN:
- How Brent views the macro landscape
- Brents opinions on different "pools" of money in the greater economy
- Why scare assets are going to continue to dominate the investing landscape
- How to think about position size
- Brent's risks for Bitcoin
- How much Bitcoin should be in your portfolio
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Brent Johnson's twitter
- Brent's investment firm Santiago Capital Management
- Browse through all our episodes (complete with transcripts) here.
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