Henrik Zeberg is the Head Macro Economist at Swiss Block. In this conversation we talk about the macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and why Henrik believes risk assets may be in trouble.

======================Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/

======================

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠

======================

Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at https://bitizenship.com/pomp.

======================

Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.

======================

TimeStamps:

0:00 - Intro
2:14 - Where are we in the macro cycle?
10:41 - Are we getting a blow off top in risk assets?
13:14 - Historical stock market valuations vs today
26:36 - What happens in the next 12 months if we are in a bubble?
30:01 - Is bitcoin 4 year cycle different this time?
34:33 - Thoughts on where inflation is going
38:29 - The framework for being a good investor for the next 10 years
42:03 - What does the monetary reset look like?
45:54 - How to prepare your investing portfolio

Why Bitcoin Will Crash Like Every Other 4 Year Cycle | Henrik Zeberg

The Pomp Podcast