The Last Trade E054: Gold, Bitcoin, & Counterparty Risk with Mark Valek
Episode description
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make.
0:00 - Intro to Mark Valek & discovering sound money
6:12 - A message from Onramp
6:43 - Founding Incrementum & focusing on hard assets
15:27 - Volatility, position sizing, & portfolio management
25:21 - The geopolitical backdrop & counterparty risk
41:45 - Onramp Multi-Institution Custody
42:34 - Issues with a debt-based financial system
49:54 - The combination of gold & bitcoin
58:38 - Bias & complacency in traditional finance
1:02:10 - Transitioning to a sound monetary system
1:08:13 - Different flavors of money printing
1:17:12 - Alignment between gold bugs & bitcoiners
1:21:25 - Outro
Incrementum Funds:
https://www.incrementum.li/en/investment-funds/
In Gold We Trust Report:
https://www.incrementum.li/en/ingoldwetrust-report/
The Rise of Hard Assets:
https://www.crescat.net/the-rise-of-hard-assets/
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