BCB077_GREG FOSS & JOE CARLASARE: The Bond Debate
Blue Collar Bitcoin
Is This Your Portfolio Insurance?
Tommy, I just want to ask Joe one really quick question about his idea there. So it sounds to me like, so you said this options position is about roughly 4% of your portfolio. So the way you're positioning this is almost your view of portfolio insurance for yourself. Against like having these ultra aggressive, like 65% Bitcoin, obviously, that's extremely volatile.
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?
SHOW SPONSORS:
**CROWDHEALTH BTC**—Leverage the Power of Bitcoin + Health Care Crowdfunding to put decisions about your health back in YOUR hands.
What if you didn’t have to pay healthcare premiums anymore? What if you could invest in bitcoin instead? With CrowdHealth, you can put aside money for health expenses in your own account, and even hold a large part of it in bitcoin — if bitcoin goes up, you get the upside — not big insurance companies. Go to joincrowdhealth.com and use code BLUE now and experience freedom from health insurance by utilizing Bitcoin!
**CAPITAL LOGISTICS**—Capital Logistics is a non-asset based third-party logistics firm specializing in temperature controlled freight. There are countless details involved with carrying perishable freight, and we are extremely well-versed in all aspects. Capital Logistics offers personalized, 24/7 service, unparalleled visibility on your shipments, and the most competitive rates on both domestic LTL and FTL trucking and cold chain solutions. Capital Logistics is a Blue Collar Company supporting Blue Collar Bitcoin! They also STACK BITCOIN on their balance sheet! Support Bitcoin Companies! (Domestic Freight — International Freight)
**LEDN**—A Bitcoin forward financial services company that has chosen to mirror and embrace the transparency, accountability, and auditability of Bitcoin itself by undergoing Proof of Reserves. Use Bitcoin as collateral and access dollar loans with Ledn Bitcoin backed loans. Harness your Bitcoin holdings to buy a new property or finance the home you already own with the upcoming Ledn Bitcoin Mortgage Product. Save Bitcoin and USDC and have access to Ledn's Dollar Loans and trading service. You can look into Ledn’s well architected menu of services at Ledn.io (All products and services subject to availability & jurisdiction.) RECEIVE $10 USDC by signing up and funding using the following link: start.ledn.io/bluecollarbitcoin
**COINKITE**—Makers or the best Bitcoin security hardware in the world. Use PROMO CODE "BCB" for 5% off ColdCard Mk3 purchases at coinkite.com. Coinkite is the producer of the iconic ColdCard. ColdCard is widely regarded as the MOST secure signing device in existence, and can be used by beginners all the way up to the most advanced users (The 2 of us have relied on this device for years.) If you wanna get frisky, check out the BlockClock Mini, this beauty sits on a bookshelf or hangs on the wall and displays any metric about Bitcoin you can think of. BlockClock Mini is a lust worthy addition to any Bitcoiners home. Other Coinkite products include the OPENDIME, the SATSCARD, the TAPSIGNER, the SEEDPLATE, COLDPOWER and sweet hats. All available at coinkite.com.
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.
SUPPORT THE BCB PODCAST:
⇨PODCAST 2.0 STREAMING: You can stream us fractions of a cent via Bitcoin sats on the Lightning Network! We are live on Podcast 2.0 apps & wallets, including apps like Fountain, Breez & more.
⇨TIPS: strike.me/bcb (tips also open on Twitter)
TWITTER: Follow Joe Carlasare @JoeCarlasare, Follow Greg Foss @FossGregfoss, Follow Blue Collar Bitcoin Podcast @Blue_CollarBTC
EMAIL: Send us questions, comments, or feedback at bluecollarbitcoinpodcast
The AI-powered Podcast Player
