Syz the Future is a monthly podcast hosted by Richard Byworth, partner at Syz Capital, the alternative investment firm. The show dives into the critical issues ...
Ep.7: Willy Woo -- Money in the Next 10,000 Years: Kardashev and Beyond
Willy Woo (https://x.com/woonomic) is the Managing Partner of CMCC Crest Fund and an innovative financial markets leader truly at the vanguard of on-chain analysis of blockchain data. He joins Richard in the studio after a 3 year hiatus from the public to discuss the historical framework measuring technological innovation, the evolution of money and what his financial market trading models project in the next 10,000 years. X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth Find us on your favorite podcast channels: Youtube: https://youtube.com/@syzthefuture Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com
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36:43
Ep.6: Trump, Trade and Treasure: Navigating the New World Order with Chris Wood
Chris Wood, the award winning equity strategist at Jefferies/CLSA, author of the long-running investing newsletter GREED & Fear and former Bureau Chief at The Economist joins us to discuss the tectonic shifts in macroeconomics and financial markets in the age of Trump's re-election. This episode explores the incoming administration, US-China geopolitics, monetary policy, portfolio allocation and private equity trends in light of the changing times. A thoughtful and considerate approach of what to make of the current state of the global economy. 00:00 Preview and Title Sequence 01:39 Opening remarks 02:44 Background of Chris Wood 03:57 Financial Markets, Inflation, Deregulation after the US Re-Election of Trump 06:20 Elon Musk, DOGE, Outlook on the Treasury Bond Market, Fiscal Maneuvering 11:20 Geopolitics: China’s Economy, Recent Easing Measures, Senior Leadership, Property Market, Outlook on Hong Kong 20:28 Gold v Treasury Holdings: Who are the Buyers? Corporate v Treasury Debt markets 23:16 Portfolio Allocation to Gold and Bitcoin, Strategic Reserve 27:35 Private Equity and Private Credit: Leveraged Buyout (LBO) Model, Unregulated Private Markets 33:06 Passive Index Investing as Socialist Investing 35:32 Chris Wood’s Capital Allocation X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth Find us on your favorite podcast channels: Youtube: https://youtube.com/@syzthefuture Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt Instagram: https://instagram.com/syzthefuture Website: http://podcast.syzcapital.com
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39:16
Ep.5: Convenience or Privacy: CBDCs, Digital IDs, an Upgrade? with Samson Mow
Samson Mow (https://x.com/Excellion) of JAN3 / ex-Blockstream fame, is a regular advisor to Nation States on integrating Bitcoin to manage sovereign debt and an accomplished gaming and tech entrepreneur. He discusses how his work with digital money and technology has come into contact with notions of privacy and freedom and how our love of more and more convenience may end up costing us more than we realize, especially with the emergence of Central Bank Digital Currencies (CBDCs) and Digital IDs. This conversation is surely one not to miss, touching on the increasing levels of surveillance across the world in the last decade enabled by the leaps in technological innovation and why we may wish to take pause when it comes to embracing the latest convenience. Just around the same time of the recording this episode the UK announced implementation of its own Digital ID and rules called the Digital Identity Attributes Framework (DIAF), which is on a voluntary basis, for now - https://www.gov.uk/government/organisations/office-for-digital-identities-and-attributes. #privacy #freedomofspeech #money #state #surveillance #technology #CBDC #centralbankdigitalcurrency #freedom X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth Find us on your favorite podcast channels: Youtube: https://youtube.com/@syzthefuture Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt Instagram: https://instagram.com/syzthefuture Website: https://podcast.syzcapital.com
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37:11
Ep.4: How the Dollar is Shortchanging You with Jeff Booth
Jeff Booth is the celebrated bestselling author of the Price of Tomorrow, GP of Ego Death Capital and a well-known thought leader in investment strategies involving Bitcoin. We sit down with Jeff to discuss the mounting pressure we are all feeling in money markets as a result of the out of control money printing by central banks, including, especially the US Federal Reserve over the past few decades. Why do we feel like things have gotten worse despite what everyone is telling us about the economy? And what future can we hope to have when our earnings are continuously being devalued from additional money printing? Join us in a thought provoking and forward looking conversation complete with tangible solutions. X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth Find us on your favorite podcast channels: Youtube: https://youtube.com/@syzthefuture Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt Instagram: https://instagram.com/syzthefuture Website: https://podcast.syzcapital.com
Syz the Future is a monthly podcast hosted by Richard Byworth, partner at Syz Capital, the alternative investment firm. The show dives into the critical issues shaping our world today and its uncertain future: from forever wars to energy security, sustainability and monetary debasement to disruptive technology and geopolitics. Each episode tackles one of these key challenges we are facing in depth, clarifying tangible steps to move forward, while examining how this might inform capital allocation decisions for what lies ahead.
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