BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:37 - What's the mastermind's thoughts on FTX and SBF?

10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?

14:37 - What's the group's thoughts on Binance?

15:04 - Why is a risk assessment of counterparts risk so important?

15:04 - Thoughts on liquidity and how to use it to understand volatility limits.

22:30 - An overview of Fixed Income Markets and High Yield Debt.

41:39 - Thoughts on inflation and what it might trend towards in 2023.

58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.

01:15:46 - Is China demand coming back online?

01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?

01:31:05 - What to expect from the price of Bitcoin in 2023.

Disclaimer: Slight discrepancies in the timestamps 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.
• Joe Carlasare's Twitter.
• Steven McClurg's Twitter.
• Jeff Ross's Twitter.
• Joe's legal practice.
• Steven's Valkyrie Investments.
• Jeff's Investment Management Fund: Vailshire Capital.
• Related Episode: Listen to Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross - BTC078 or watch the video.
• Related Episode: Listen to Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould - BTC070 or watch the video.
• Related Episode: Listen to FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg – BTC088 or watch the video.

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• Meyka
• AT&T
• Vacasa
• Fidelity
• Monarch Money
• Yahoo! Finance
• Long Angle
• Public
• USPS
• American Express
• Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm