The Income Show

Rethinking income investing from first principles. Released as new guests are booked.

Latest: Jakob Schillinger: Future of Money, Digital Credit, & Bitcoin

The Income Show rethinks income investing from first principles. Hosted by Joe Burnett, the show explores the foundations of credit, why traditional income strategies are breaking down, and the emergence of Digital Credit as a new asset class.

YouTube X (Twitter) Apple Podcasts Spotify

Latest: Jakob Schillinger: Future of Money, Digital Credit, & Bitcoin

All Episodes (4)

4.Jakob Schillinger: Future of Money, Digital Credit, & Bitcoin

Joe Burnett sits down with Jakob Schillinger — Founder and CEO of Hermetica — for episode 4 of The Income Show. They explore the future of money, the evolution of fixed income, and why digital credit is one of the largest untapped markets in finance: what separates a durable yield product from past-cycle failures, the role of transparency, institutional-grade risk controls and low volatility, lessons from recent DeFi exploits, and Hermetica's path to multi-billion-dollar scale. They close on Bitcoin as a world reserve asset, the intersection of AI and Bitcoin, and how a shifting interest-rate regime will redefine every digital credit issuer's priorities.

Jun 4, 2026

Jun 4, 2026 55:31 →

3.Stephen Cole: Building a High Yield Account On Bitcoin

Joe Burnett sits down with Stephen Cole — Co-Founder and CEO of Castle — for episode 3 of The Income Show. The conversation covers how any business can automatically put Bitcoin on its balance sheet, why digital credit beats traditional banking, Bitcoin as a benchmark for long-term success, the parallels between today's adoption and the early internet, the risk of waiting on the sidelines, and what happens to corporate treasuries as interest rates shift over the next five years.

May 28, 2026

May 28, 2026 58:20 →

2.Matthew Sigel: Digital Credit, Government Spending, & Institutional Yield

Joe Burnett sits down with Matthew Sigel — CFA and Head of Digital Assets Research at VanEck — for episode 2 of The Income Show. The conversation covers the evolution of Strategy's digital credit products, why 60/40 portfolios may no longer be sufficient in an era of persistent government spending and structural inflation, the intersection of AI and Bitcoin mining infrastructure, Bitcoin's relationship to gold, and nation-state involvement in mining.

May 18, 2026

May 18, 2026 42:20 →

1.Mike Alfred: AI, Bitcoin, Digital Credit, & The Future of Investing

Joe Burnett sits down with Mike Alfred — Founder and Managing Partner of Alpine Fox LP and a director at IREN and Bakkt — for the debut episode of The Income Show. The conversation covers high-conviction investing, why Bitcoin is structurally unique, the rise of digital credit as a high-yield alternative to traditional bonds and private credit, AI and physical infrastructure, and Mike's case for Bitcoin reaching $1 million by 2033–2035.

May 8, 2026

May 8, 2026 1:00:38 →

Stay on Course. Get the Signal.

Subscribe for livestream reminders, key insights, and the occasional alpha drop. Straight from True North.

No spam. Unsubscribe anytime.