Bitcoin: The Ultimate Inflation Hedge | Lyn Alden and Jurrien Timmer



Published
In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, how the 2020's compare with other periods of history, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar.

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Timestamps:
00:00・Introduction
00:48・The Long Term Debt Cycle
12:12・Comparing the 2020's to other periods throughout history
20:00・Is the traditional 60/40 portfolio dead?
28:42・Bitcoin as a hedge for bonds
37:52・Coinbase Prime Ad
39:07・Ledger Ad
40:32・Bitcoin's total addressable market
53:54・The effect of inflation on inequality
1:04:00・U.S Dollar outlook
Category
Cryptocurrencies
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