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Unchained Capital, Inc and Unchained Capital에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Unchained Capital, Inc and Unchained Capital 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Exponential growth, power laws, and bitcoin portfolio management with Dr. Jeff Ross

53:57
 
공유
 

Manage episode 416973650 series 3516333
Unchained Capital, Inc and Unchained Capital에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Unchained Capital, Inc and Unchained Capital 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

58 에피소드

Artwork
icon공유
 
Manage episode 416973650 series 3516333
Unchained Capital, Inc and Unchained Capital에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Unchained Capital, Inc and Unchained Capital 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

58 에피소드

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