Exponential Growth, Laws of Power, and Bitcoin Portfolio Management with Dr. Jeff Ross

In this episode, Dr. Jeff Ross shares his views on current macroeconomic trends, including the Federal Reserve's reconsideration of rate cuts, increased market volatility over the past month, and surprisingly high inflation rates. He discusses the power law model, drawing comparisons to models observed during his medical career as a physician and radiologist. Dr. Jeff also explores strategies for building the optimal portfolio in 2024 and into the future under a Bitcoin standard.

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TIMESTAMP:
00:00:00 Introduction
00:01:33 Macro-Fed reversing rate cuts, high VIX, hot inflation
00:06:55 S2F and power law: where will bitcoin go in this cycle?
00:17:49 Best Performing Hedge Fund of 2024
00:20:57 Bitcoin, MSTR, miners and options?
00:26:53 Changing the global geopolitical order
00:33:00 What is the optimal bitcoin allocation?
00:37:36 Is there anyone who should not buy Bitcoin?
00:39:13 Will investment management become less or more important?
00:40:32 ETF, stock market or custodian?
00:42:41 Will financial advisors play a role in private key management?
00:45:32 The future of Bitcoin custody
00:48:28 Are passive index funds useful on a Bitcoin standard?
00:51:37 Optimal portfolio allocation on a Bitcoin standard
00:53:15 Final thoughts

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