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.
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TIMESTAMPS:
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?
00:48:28 Are passive index funds useful on a bitcoin standard?
00:51:37 Optimal portfolio allocation on a bitcoin standard
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What is The Bitcoin Frontier?
Join us as we explore the transformative power of bitcoin, delving into how it has reshaped the lives and perspectives of our guests. Joe Burnett’s engaging conversations offer a unique insight into their collaborative journey in exploring this monetary revolution. Discover firsthand accounts of innovation, disruption, and inspiration as we navigate the ever-changing landscape of the bitcoin frontier.
Whether you're a seasoned bitcoin enthusiast or just starting to explore its potential, The Bitcoin Frontier is your passport to understanding the future of finance.