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Stephan Livera Podcast: EP 401 Greg Foss – Sell Bonds, Buy Bitcoin

Greg Foss, Bond market veteran investor, and bitcoin/macro commentator rejoins Stephan on his show to talk about the situation with global debt, bond markets and why Bitcoin is cheap protection. They chat about:

  • US Fed
  • Japanese debt markets
  • The 60:40 stocks and bonds allocation and what changes
  • Sell Bonds, Buy Bitcoin
  • Scenarios for how this plays out
  • Looking Glass Education

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