BROADCASTS.com

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:

\u2192 Subscribe

\u2192 Leave a review

\u2192 Share the show out with your friends and family

\u2192 Send us an email podcast@unchained.com

TIMESTAMPS:

00:00:00 Intro

00:01:33 Macro\u2014fed walking back rate cuts, VIX high, hot inflation

00:06:55 S2F and power law\u2014where 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\u2019s 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:

\u2192 Unchained Twitter: https://twitter.com/unchainedcom

\u2192 Unchained Linkedin: https://www.linkedin.com/company/unchainedcom\xa0

\u2192 Unchained Newsletter: https://unchained.com/newsletter\xa0

\u2192 Joe Burnett\u2019s Twitter: https://twitter.com/IIICapital

\u2192 Dr. Jeff Ross\u2019s Twitter: https://twitter.com/VailshireCap