Digital Money Advisor

Latest Episodes:

A Philosophical Conversation About Bitcoin with Professor Craig Warmke May 06, 2021

Show notes

Episode: Craig Warmke is an assistant professor of philosophy at Northern Illinois University. We discuss how Bitcoin sits at a unique intersection between philosophy, fiscal policy, economics, computer science, game theory, and the meaning of money.

Insight: The deeper you dive down the Bitcoin rabbit hole -- especially on social media -- the more fervent the belief in Bitcoin's power can be. All that evangelizing can be off-putting, especially if you're just trying to educate yourself and your clients about the investment potential of digital assets. But unpacking some of the weightier issues surrounding Bitcoin can deepen your understanding of how people think about money, the problems that Bitcoin could indeed address, and where our monetary system could be heading.

How to Advise On and Use Digital Assets as an Investment with Financial Advisor Matt Kolesky Apr 23, 2021

Show notes

Episode: In 2010, Matt Kolesky's interest in Bitcoin led him to join an online mining pool. Not long after, he was buying bitcoin at Mt. Gox. Today, as President at Arbor Capital and Director of Arbor Digital, Matt helped create our industry's first true digital asset SMA.

Insight: A year or two ago, many of your clients might have thought you were crazy if you suggested adding digital assets to their portfolios. Today, if you're not at least investigating Bitcoin's potential as an investible store of value, you run the risk of falling behind the curve.

Bitcoin: Financial Advisors Must Respond to It Mar 30, 2021

Show notes

Episode: Recently I was a guest on the Wicked Pissah Podcast, where I talked to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about how my lifelong interest in finance and tech led me to investigate bitcoin's potential as digital money and a store of value. Today's episode is a rebroadcast of that show.

Insight: I believe that our global financial systems are at an inflection point. You don't have to agree with me about the role that Bitcoin might play in this transition. But you do need to have an informed opinion so that you can answer your clients' questions and help them make the best decisions for their future.

Bitcoin Discussion for Skeptical Financial Advisors with Meg Bartelt, Ronnie Colvin, and Adam Blumberg Mar 15, 2021

Show notes

Episode: Joining me for this panel discussion on Bitcoin are:

Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, AIF® of ColeFP Wealth Management Adam Blumberg, CFP® of Interaxis Academy

Insight: Bitcoin can lead you down some very twisty rabbit holes. But as an advisor, learning the basics will allow you to answer the most common questions you're going to get from clients: What is this? Should I invest in it?

Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients with Arthur Salzer Mar 01, 2021

Show notes

Episode: Arthur Salzer, the Chief Executive Officer & Chief Investment Officer of Northland Wealth Management.

Insight: Is investing in bitcoin right for your clients? You won't know for sure until you make an effort to learn about what's really happening in the digital money space and examine how bitcoin may or may not align with your clients' long-term financial goals.

What is DeFi? with Lex Solkolin Feb 15, 2021

Show notes

Episode: Lex Sokolin, a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world.

Insight: The entire financial infrastructure is being rebuilt from the ground up using decentralized finance (DeFi) technology. And it's happening in two big buckets. First, financial assets themselves, the asset classes, are being reborn as digital assets. The most prominent example is Bitcoin. And second, the infrastructures and rails that support the buying, selling, lending, and storing of financial assets is being rebuilt as distributed, permissionless software in smart contracts. This is not sci-fi stuff. It's here now. Ignore it at your own peril.

Bitcoin is Digital Social Justice with Tyrone Ross Jan 29, 2021

Show notes

Episode: Tyrone Ross, Chief Executive Officer at Onramp Invest.

Insight: Bitcoin is much bigger than just its market valuation. The technology behind the world's top cryptocurrency has created a platform that allows folks to send and receive cash instantly. That might not seem like a big deal to your typical client. But to the millions of folks in the U.S. and abroad who are living paycheck to paycheck, don't have bank accounts, and feel underserved by our current financial system, Bitcoin's speed, security, and low barrier to entry could be revolutionary. Moreover, whenever Bitcoin makes headlines, it's inspiring folks to learn more about not just crypto, but about the whole spectrum of financial tools available to them.

Deflation and the End of Fiat with Pierre Rochard and Morgen Rochard Jan 25, 2021

Show notes

Episode: Guests Pierre and Morgen Rochard, "The first couple of Bitcoin," discuss deflation and the end of fiat currencies

Insight: Central banks in the US and around the world are almost unanimous in trying to target some level of annual inflation, often in the 2% range. Why? Today's guests say we should target annual DEFLATION, which in turn will encourage savings and fire up the free market system to deliver even better products that will prod people to spend their savings.

3 Quotes:

We should actually be rewarding people for holding cash with deflation so that the purchasing power of their cash is increasing over time. And that would incentivize them to not just hold six months worth of expenses, but to hold much more than that.s

In my mind, it's not really a question of, oh, do we go from the dollar to the Euro or do we go from the dollar to the Yuan? It's more of a question of, at some point, people are going to be frustrated with the idea of fiat currencies and they're just not going to want to use them anymore. I think it's going to be a pretty gradual process that people don't even realize it's happening until they wake up one day and it feels like it's an explosion and now everyone's using Bitcoin.

In jurisdictions where the government is effective at creating a fixed exchange rate between Bitcoin and their currency, then their currency could survive. In jurisdictions where governments are unable to do that, and you have a free floating exchange rate, then I don't see how their currency can survive.

Genesis Episode: The Tectonic Shift in the World Financial System Jan 12, 2021

Show notes

There are inflection points in history where major changes move from being probable to being inevitable. And I believe we are at such a time right now with the world financial system.

Just like tectonic plates move slowly over time, then snap all at once, I think we're in a situation now where the world is quickly moving to a new system because the current one is broken.

And this is something that's been building for the past 50 years.

Join me in this journey as we try to understand what's happening to our financial system and what are the implications of these changes for the way we think about, use, and invest our money.

Throughout this journey, we'll talk about economics, fiscal and monetary policy, politics, and how these affect the rise and use of digital money.

My goal is to keep you on the leading edge of how money is evolving and how you can benefit from investing in digital assets such as Bitcoin and other blockchain-based assets.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

Digital Money Advisor

Related Podcasts

1

2

3

4

5

6