About This Episode
Tad Smith is very bullish on Bitcoin, and the fact that so many people aren’t makes him even more bullish. Tad joins host Joe Burnett to discuss the Fed’s surprise rate hike, Treasury Secretary Bessent’s path toward yield curve control, and how AI is reshaping jobs and markets. They also cover Tad’s barbell portfolio, the lessons of STRC’s summer selloff, Bitcoin treasury companies, and why he believes all roads lead to Bitcoin.
In This Episode
- 00:01:18 — The Fed’s Unnecessary Rate Hike
- 00:05:49 — Bessent, Warsh and Yield Curve Control
- 00:12:01 — Is AI a Bubble?
- 00:15:04 — AI Regulation and P(doom)
- 00:20:09 — AI and the Labor Market
- 00:25:11 — Tad’s Barbell Portfolio
- 00:28:28 — Digital Credit and Stretch’s Summer Selloff
- 00:35:28 — Why Tad Is Bullish on Bitcoin
- 00:40:00 — Strive, Strategy and Metaplanet
- 00:44:26 — The Clarity Act and Crypto Regulation
- 00:49:19 — AI, Terminal Values and Bitcoin
- 00:52:05 — The Economy in 10 Years
- 00:55:59 — Bitcoin’s Path to 2030
- 00:57:56 — Closing Thoughts