He's a "finance" geek and he pretty much owns only bonds.
His bond portfolio is actually insane. He put so much work into it. What a shame.
Discussion
Same here and I found Bitcoin fascinating for many wrong reasons at first.
If he follows sovereign debt he must also follow central banks and foreign exchanges.
He should know they are all melting ice cubes and that there are higher credit default swap insurance costs and that if he’s long those bonds there’s a risk of default.
Greg Foss has some work on that topic, I believe.
Yeah he does follow them closely! I'll try to show him an interview by Greg 🫡