Exponential growth, power laws, and bitcoin portfolio management with Dr. Jeff Ross

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

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TIMESTAMPS:
00:00:00 Intro
00:01:33 Macro—fed walking back rate cuts, VIX high, hot inflation
00:06:55 S2F and power law—where will bitcoin go this cycle?
00:17:49 Best performing hedge fund of 2024
00:20:57 Bitcoin, MSTR, miners, and options?
00:26:53 Changing the geopolitical world order
00:33:00 What’s the optimal bitcoin allocation?
00:37:36 Is there anyone that should not buy bitcoin?
00:39:13 Will investment management get less or more important?
00:40:32 ETF, exchange, or self custody?
00:42:41 Will financial advisors play a role in private key management?
00:45:32 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 Closing thoughts

WHERE TO FOLLOW US:

[unchainedbtc]

If you can’t talk about your bitcoin wealth with your financial advisor, it might be time to find a new advisor. Check out Sound Advisory at thesoundadvisory.com.

[McShane]

Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 17k in last month 2024.

[giovannisantostasi]

One nit-picking thing that is a minor issue but as a scientist, it bothers me a little bit.

Also given the topic (understanding the difference between exponential and power law behavior) I want to make a clarification.

While the interview is excellent and Dr. Ross supported the power law, he often uses the term "parabolic" during the interview.

I know he means "exponential" given the context (he says it is an unstainable growth).

The term is often misused in that way. I understand. But really a parabola (from which parabolic comes) is a power law! It is y=x^2 which is a power law.

In fact, given Bitcoin=time^6 is actually a super parabola. Bitcoin is super-parabolic all the time (well it is exponential up during the fast bull market and then exponential down during the bear market). But for 2 years Bitcoin is super-parabolic.

So it is important to use terms properly, and I believe Dr. Ross meant exponential not parabolic when he was repeating that term.

It is a minor detail but relevant given the topic of the discussion.

[RichardDanielWilson-gr]

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Veronica Hoy.

[dr.k.math.]

This is very helpful and I especially appreciate it being a math guy myself. Much thanks.

[bosephusjr]

One of the most compelling interviews I’ve seen in a while. Thanks for posting!

[chrisnenkov]

Wow, what an awesome and informative interview! Kudos to both of you guys!

[giovannisantostasi]

Great interview, the power law is the way.

[Fine_Times]

Excellent thank you. Enjoyed every minute.

[MarkLavengood]

solid satoshis right here. loving everything from dr. jeff ross right now!

[blueskiesNTF]

Excellent video! Thanks Jeff! Huge fan of MSTR in ROTH!

[kamsarathore]

Exciting times ahead with Revux! Just joined the presale – can't wait to see where this project goes

[tblightningbolt]

Hey Jeff Ross Enjoyed your roast of Tom Brady last weekend. Hilarious, great job

[mrbazoun]

Joe you are a great host and your videos are great. keep it up

[Nkmoodoff]

Already envisioning the benefits of Revux's streamlined investment journey. Great new project.

[bhankhur]

Diving into Revux's whitepaper – the innovation and technology behind this project are mind-blowing!

[surendrasurendranishad]

Revux's presale is gaining momentum – early supporters, let's seize this opportunity together!

[mike]

I don't think I've ever agreed more on every point

[TechnicalGuru-hm]

Exciting times for Revux – partnerships with major industry players are unlocking new possibilities. This presale rocks...

[KAIDIffx]

Presale excitement building up! Revux's project is making waves for all the right reasons.