Less Noise, More Signal
Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I have taken on this challenge and made it my mission to cut through the noise by amplifying the signal.
Who am I? I am Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I am here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions.
In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money.
Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Let’s cut through the clutter and focus on what truly matters. Ready to elevate your understanding? Let’s dive in.
Less Noise, More Signal
Portfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market
In this conversation, Ben Kizemchuk and Pascal Hugli delve into the concept of fiscal dominance and its implications for the economy, exploring how government spending is becoming the primary driver of economic growth. They introduce the 'Four F's' framework—fiscal dominance, financial repression, passive flows, and fiat—as a way to understand the current economic regime. The discussion also covers the impact of passive investment flows on market dynamics, the relevance of gold and Bitcoin in this new landscape, and practical investment strategies for navigating these changes. The speakers emphasize the need for investors to adapt to a rapidly evolving economic environment, where traditional metrics may no longer apply, and where the relationship between time, labor, and money is fundamentally changing.
Chapters:
00:00 Intro
02:20 Fiscal Dominance: A Shift in Economic Paradigms
06:22 The Four F's: Understanding the New Economic Regime
24:21 Passive Flows: The New Market Dynamics
40:45 The Role of Gold and Bitcoin in the New Economy
51:18 Navigating the Future: Practical Investment Strategies
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Bitcoin Book⬇️
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#fiscaldominance, #economicgrowth, #passiveflows, #gold, #Bitcoin, #investmentstrategies, #postscarcity, #financialrepression, #AIeconomy, #wealthmanagement
