The Last Trade E054: Gold, Bitcoin, & Counterparty Risk with Mark Valek
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/
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly: