The Income Show

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

Latest: Matthew Sigel: Digital Credit, Government Spending, & Institutional Yield

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.

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Latest: Matthew Sigel: Digital Credit, Government Spending, & Institutional Yield

All Episodes (2)

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 →

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