IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:03:32 – Thoughts on the current bull market in bonds despite high inflation
00:08:01 – How David Collum views markets moving forward in the next ten years
00:15:08 – David Collum and Greg Foss’ thoughts on the bond market resolving its potential mispricing
00:37:35 – What are David Collum’s reservations about Bitcoin?
00:39:29 – David Collum’s thoughts on large investors and entities entering Bitcoin
00:49:01 – Thinking about Bitcoin as an expected value problem
00:50:38 – David Collum’s interest in Silver and Gold vs. Bitcoin
01:04:36 – Bitcoin Soft forks vs. Hard forks
01:16:37 – Bitcoin’s immediate clearance attributes and how it impacts financial rails
01:21:50 – Marrying an investment
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