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Exponential growth, power laws, and bitcoin portfolio management with Dr. Jeff Ross
Manage episode 416973650 series 3516333
In this episode, Dr. Jeff Ross shares insights on current macroeconomic trends, including the Federal Reserve's reconsideration of rate cuts, increased market volatility over the past month, and unexpectedly high inflation rates. He discusses the power law model, drawing comparisons with patterns observed during his medical career as a physician and radiologist. Dr. Jeff also explores strategies for constructing the optimal portfolio in 2024 and in the future under a bitcoin standard.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show out with your friends and family
→ Send us an email podcast@unchained.com
TIMESTAMPS:
00:00:00 Intro
00:01:33 Macro—fed walking back rate cuts, VIX high, hot inflation
00:06:55 S2F and power law—where will bitcoin go this cycle?
00:17:49 Best performing hedge fund of 2024
00:20:57 Bitcoin, MSTR, miners, and options?
00:26:53 Changing the geopolitical world order
00:33:00 What’s the optimal bitcoin allocation?
00:37:36 Is there anyone that should not buy bitcoin?
00:39:13 Will investment management get less or more important?
00:40:32 ETF, exchange, or self custody?
00:42:41 Will financial advisors play a role in private key management?
00:45:32 Future of bitcoin custody
00:48:28 Are passive index funds useful on a bitcoin standard?
00:51:37 Optimal portfolio allocation on a bitcoin standard
00:53:15 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Dr. Jeff Ross’s Twitter: https://twitter.com/VailshireCap
58 에피소드
Manage episode 416973650 series 3516333
In this episode, Dr. Jeff Ross shares insights on current macroeconomic trends, including the Federal Reserve's reconsideration of rate cuts, increased market volatility over the past month, and unexpectedly high inflation rates. He discusses the power law model, drawing comparisons with patterns observed during his medical career as a physician and radiologist. Dr. Jeff also explores strategies for constructing the optimal portfolio in 2024 and in the future under a bitcoin standard.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show out with your friends and family
→ Send us an email podcast@unchained.com
TIMESTAMPS:
00:00:00 Intro
00:01:33 Macro—fed walking back rate cuts, VIX high, hot inflation
00:06:55 S2F and power law—where will bitcoin go this cycle?
00:17:49 Best performing hedge fund of 2024
00:20:57 Bitcoin, MSTR, miners, and options?
00:26:53 Changing the geopolitical world order
00:33:00 What’s the optimal bitcoin allocation?
00:37:36 Is there anyone that should not buy bitcoin?
00:39:13 Will investment management get less or more important?
00:40:32 ETF, exchange, or self custody?
00:42:41 Will financial advisors play a role in private key management?
00:45:32 Future of bitcoin custody
00:48:28 Are passive index funds useful on a bitcoin standard?
00:51:37 Optimal portfolio allocation on a bitcoin standard
00:53:15 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Dr. Jeff Ross’s Twitter: https://twitter.com/VailshireCap
58 에피소드
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