Event pictured:

Should probably give this one a listen

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Hedging with MetaPlanet

Respectfully Doc, I disagree on internationals. Even if the dollar weakens structurally for the next decade, I think U.S. companies will lead bitcoin adoption and continue to outperform the rest of the world.

Hey dividing s&p by gold is so genius! I'm supprised this podcast is the first time I heard of it!

Thanks Dr Jeff!!

Good to have you back, Doc.

Japan

Yo Jeff bring back thinking out loud! It was great to hear you comment on current events

Was a great discussion 👌

For your reference:

This is the 100-year chart of the S&P 500 in #gold terms that I allude to in my recent interview with nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgq73kpcjhhrptf9gnd9qksu3k2nxr09tusez8ltmk8z9x4h6wdavuwmfgqg

This "30,000 foot view" of the secular peaks and troughs of US asset financialization is incredibly telling... and critical to grasp.

History does not repeat... but it does rhyme.

Based on this chart, I think the closest correlate with where we are in the current cycle is approximately 4Q 1972.

Question:

If, in 4Q 1972, you could invest for the ensuing 10 years in either:

- US financial assets (including stocks, bonds, and real estate)

OR

- International equities and hard assets (including bitcoin and gold)

...which would you choose?

I'm not telling anyone what to do. But I am encouraging you to consider where we are--economically-speaking--and, importantly, where we are headed.

Onward and upward.

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Was an epic rip! Will compete to be one of our most watched episodes of all time in the coming weeks. 🙏🏻🙃

You woke up and chose violence that day, doc and made no bones about it! Haha 🙏🏻🔥🍻

It was a great interview

I have this annoying trait where if I fall asleep listening to a podcast, my brain keeps playing it, just voiced by someone in my dream.

This morning, I dozed off to this video and found myself dreaming that my brother was confidently explaining how he’d predicted a pullback to $75k, calling it “likely and healthy.”

I remember thinking, “Sure you did. That was Dr. Jeff’s call, not yours.”

Then I woke up, and the video was still playing... 😂

Your absence was palpable. Looking forward to this. Thank you for resurfacing.