bondmarkets

IN THIS EPISODE, YOU’LL LEARN: 03:58 - Dave and Greg's thoughts on the bond market resolving its potential mispricing 12:27 - Thoughts on the current bull market in bonds despite high inflation 15:34 - How Dave views markets moving forward in the next ten years 42:01 - What are Dave's reservations about Bitcoin? 43:55 - Dave's thoughts on large investors and entities entering Bitcoin 57:56 - Thinking about Bitcoin as an expected value problem 01:06:31 - Bitcoin's immediate clearance attributes and how it impacts financial rails 01:07:30 - Dave's interest in Silver and Gold vs. Bitcoin 01:12:19 - Bitcoin Soft forks vs. Hard forks 1:30:16 - Marrying an investment *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Greg Foss's Twitter David Collum's Twitter Greg's Article On Bitcoin A book recommendation, The Bitcoin Standard A book recommendation, The Book of Satoshi A book recommendation, The Bullish Case for Bitcoin A Podcast Recommendation on Stable Coin Policy, Stephan Livera's Podcast A Podcast Recommendation on Stable Coin Policy, Chris Brummer's Podcast Check out our Investing Starter Packs about business and finance Browse through all our episodes (complete with transcripts) here SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel Learn more about your ad choices. Visit megaphone.fm/adchoices

Does a new CEO at Palm mean trouble for competitors like Apple and Research In Motion? What does the new “compensation czar” have in store for companies like Bank of America and Citigroup? And did you hear the one about the two guys caught trying to smuggle $134 billion in U.S. bonds into Switzerland? (No, it’s not the opening of a joke, it really happened.) We’ll tackle those questions, share 3 investment ideas, and air a few beefs.  Learn more about your ad choices. Visit megaphone.fm/adchoices