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TitreDateDurée
Ep.5: JAN3/Ex-Blockstream's Samson Mow – Convenience or Privacy: CBDCs, Digital IDs, an Upgrade?04 Nov 202400:37:11

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

 

Ep.4: Jeff Booth – How the Dollar is Shortchanging You15 Oct 202400:33:57

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

 

Ep.6: GREED & Fear's Chris Wood – Trump, Trade and Treasure: Navigating the New World Order25 Nov 202400:39:16

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

Metaplanet CEO Simon Gerovich Part 2: 555 (Go Go Go) – BTCTCs Expert subseries (B001)21 Jul 202500:39:22

In the inaugural episode of our new BTCTCs subseries at Syz the Future, Simon Gerovich (https://x.com/gerovich) of Metaplanet (3350:JP / $MTPLF) joins Richard (https://x.com/RichardByworth) in the studio for part 2 of our ongoing conversation on Metaplanet and other Bitcoin treasury companies (BTCTCs). The discussion goes in depth on the ins and outs of a functioning BTCTC, from the different mechanisms needed to continually issue shares into the markets in order to accumulate more bitcoin (e.g. ATM) as well as the very unique solution Metaplanet harnessed to achieve the same. We also chat about put underwriting, Metaplanet's entry into the US, growing institutional interest and the Japanese bond and pref market. As a former derivatives trader at Goldman Sachs, Simon put his trading prowess to task taking Metaplanet to a $7bn market cap from $2bn two months ago when we recorded our first session. The BTCTC journey of Metaplanet began at $10mn market cap 14 months ago.

 

We believe that BTCTCs are acting as the release valve for the outlandish valuations in the Equity and Bond markets. As such, we felt this moment in time required a deeper dive into their analysis. Welcome to the BTCTC sub-series.

 

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

Rumble: https://rumble.com/c/SyztheFuture

 

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

Dr. Chris Knobbe: The Hidden History of Seed Oils14 Jul 202500:40:26

Dr. Chris Knobbe is an ophthalmologist, clinical professor emeritus, researcher and leading voice in health policy unveiling the hidden dangers of seed oils (aka vegetable oils) in our food supply. Driven by the data showing stark correlations between rising chronic disease (coronary heart disease, diabetes, metabolic syndrome, alzheimers/dementia, age-related macular degeneration) and the integration of seed oils into our modern diet, Chris left practice to further research and policy advocacy exploring this troubling and commonly unknown link through AMD Foundation (http://amdfoundation.com) and the book Ancestral Diet Revolution (https://www.amazon.com/Ancestral-Diet-Revolution-Vegetable-Processed/dp/1734071761). After his viral talks at Low Carb Down Under in 2020 (https://youtu.be/7kGnfXXIKZM) and 2023 (https://www.youtu.be/PvZk-jNqzgE), Chris galvanized the discussion scrutinizing the role of "vegetable oils" that are ubiquitous in our modern diet. We caught up with Chris in London for this special episode focused on health, history, and questioning the most basic aspects of our lives today -- our food.

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

Rumble: https://rumble.com/c/SyztheFuture

 

 Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

 

David Knight Legg: The Political Strategy of Destabilization (Ep.13)16 Jun 202500:45:30

David Knight Legg (https://x.com/knightlegg) joins us one year after this pod was first conceived to reflect on a rather tumultuous twelve months. As anticipated David cuts through the headlines and performative politics to precisely hone in on what really is going on underlying the present geopolitical turmoil: the current energy play involving Russia and Iran, Trump's territorial assertions towards Greenland, the surprising elections in Canada and Australia, and the impact of technology on the next generation. As our first guest and also the first to reprise that role here at the show, David illuminates our understanding of the world and ourselves.      

Ep.12: Metaplanet CEO Simon Gerovich – The Future of Capital is Here19 May 202500:40:19

Simon Gerovich (https://x.com/gerovich) is the President and Board Rep Director of the top company in the world right now in stock performance, Metaplanet ($MTPLF). After adopting a bitcoin treasury strategy following the footsteps of Michael Saylor's Strategy formerly Microstrategy ($MSTR). Metaplanet shot up to the top of the Japanese stock market and the globe in 2024 and maintains that top ranking today. Simon drops by the studio to talk shop on how he got here, valuation metrics on this new category of company, the ins and outs of accretive dilution, the evolving nature of this capital strategy and how markets are reacting. If you were curious about what all the hubbub is around bitcoin treasury companies recently and the seismic moves throttling markets lately, this is the episode to watch.

 

00:00 Teaser
01:00 Title Sequence
01:15 Introduction
02:23 Simon Gerovich
04:21 Metaplanet's Bitcoin Strategy and Saylor's MSTR Playbook
07:11 The Categoric Bitcoin Treasury Wave in the Market
08:25 The Market and Tax Structure in Japan
10:27 What is mNAV
12:37 BTC Yield, Accretive Dilution
14:02 The Power of the High Multiple in Accretive Dilution
18:00 Months to mNAV Coverage
20:35 Capturing Aggression of Bitcoin Accumulation
21:47 Capital Strategies in Metaplanet's Future
24:27 Attracting Different Types of Investors
27:22 Leading the Bitcoin Treasury Movement
31:00 Competition in the Bitcoin Treasury Company World
34:03 Institutional Investor Involvement
37:03 Retail Projections: Bitcoin ETF, Tax-Free Investment Schemes
38:34 Allocation of Capital

 

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

Rumble: https://rumble.com/c/SyztheFuture

 

Instagram: https://instagram.com/syzthefuture

 

Website: http://syzthefuture.com

 

Ep.11: Banque Syz CIO Charles-Henry Monchau – "Underinvested, Undervalued": The Opportunity14 Apr 202500:39:25

Charles-Henry Monchau (https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/) is the Chief Investment Officer at Bank Syz and leading voice on investing in global markets. Charles-Henry is a true citizen of the world -- Swiss-French by birth, growing up in Africa and having worked all over Europe and the Middle East. He drops into the studio to share his distinctive insights on the market on digital assets, free speech and ESG with a focus on what's in store for Europe. Join us to hear from one of the foremost thinkers about market challenges today.

X (Twitter): https://x.com/syzthefuture
Richard's X (Twitter): https://x.com/RichardByworth

Find us on your favorite podcast channels:
Spotify: https://spoti.fi/3Cbky4e
Apple Podcasts: https://apple.co/3YUmdV5
Fountain App: https://bit.ly/4e1ItAt
Rumble: https://rumble.com/c/c-6810485

 

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

Ep.10: Luzius Meisser and Yves Bennaïm – Swiss Democracy and the Bitcoin Public Initiative17 Mar 202500:37:22

The Bitcoin Public Initiative is a direct democratic effort by Luzius Meisser and Yves Bennaïm for the Swiss National Bank (SNB) to include bitcoin in its reserves. Luzius is a board member of Bitcoin Suisse and Bitcoin Association of Switzerland as well as founder of Meisser Economics and Frankencoin. Yves is founder of 2B4CH, a think tank on bitcoin's impact on society, and part of the Swiss representation to ISO on standards for blockchain and DLT. Both guests lead The Bitcoin Public Initiative, embodying direct democracy in action and prompting discussion on the role of bitcoin as a global reserve asset, the actual energy consumption of bitcoin mining and a comparative look at monetary policy worldwide. This discussion was recorded before any details were released about the US Strategic Bitcoin Reserve and Digital Asset Stockpile. This is a uniquely relevant conversation in light of recent chatter about bitcoin as a reserve asset and not to be missed! 

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
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Rumble: https://bit.ly/3R5dKp6

 

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

Ep.9: Ex-Goldman Sachs Advisor Jennifer Wines – What is Real Wealth?13 Feb 202500:37:52

Jennifer Wines (https://x.com/jennifer__wines) is the Author of Invisible Wealth and a Certified Wealth Planning Advisor with novel insights into the evolution of wealth in our modern age. After many years spent at Goldman Sachs, JPMorgan and Fidelity, she observed that clients were reconceptualizing their definition of wealth (largely in part due to the standstill caused by the pandemic) and it set her off on a journey to further explore this question thoroughly. The result was the book Invisible Wealth where she sets out a framework for understanding wealth throughout history and evolving trends today, as well as the historic generational shift in wealth that is currently ongoing. This discussion provides a moment for reflection and consideration on what it really means to build wealth with value and according to our values.

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https://x.com/RichardByworth

 

Find us on your favorite podcast channels:

Spotify: https://spoti.fi/3Cbky4e

Apple Podcasts: https://apple.co/3YUmdV5

Fountain App: https://bit.ly/4e1ItAt

Rumble: https://bit.ly/3R5dKp6

 

Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

 

Ep.8: Geophysicist Dr. Jason Box – Climate, Conspiracy and Capital15 Jan 202500:39:50

Geophysicist and glaciologist Professor Jason Box (https://x.com/climate_ice) joins Richard in the studio to discuss extreme weather, water security and the politics of it all. As a scientist, Dr. Box has spent 30 years in the field studying empirical data collecting quantitative metrics on ice, meltwater and other earth atmospheric measurements in Greenland, the Arctic Circle and throughout the world. Given the current fractured political climate, espousing any view, regardless of which side of the spectrum one might be positioned, can be controversial, however this episode takes a curious approach to observing conflicting stances, reexamining our preexisting models and beliefs and reassessing whether there might be potential paths forward out there. Please join us to thoughtfully consider whether today's capital decisions might be able to mitigate increasing concerns with food security, migrants, wildfires and other natural disasters.

 

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https://x.com/RichardByworth 

 

Find us on your favorite podcast channels:

https://x.com/SyzTheFuture/status/1879488843042156753 

Youtube: https://youtu.be/D_77tSCVop0

Spotify: https://spoti.fi/3Cbky4e

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Instagram: https://instagram.com/syzthefuture

Website: http://syzthefuture.com

BONUS: Year End Special – Jeff Booth Keynote30 Dec 202400:55:03

As a bonus to the regular programming of the Syz the Future Podcast, we are providing this keynote address from one of our favorite guests, Jeff Booth, at the Syz Capital Alternatives Summit held in Zurich in May 2024. Please enjoy this little new year gift from Jeff and us!

 

X (Twitter): https://x.com/syzthefuture

Richard's X (Twitter): https:// x.com/RichardByworth

 

Find us on your favorite podcast channels:

Spotify: https://spoti.fi/3Cbky4e

Apple Podcasts: https://apple.co/3YUmdV5

Rumble: https://bit.ly/4iNgjwG

Fountain App: https://bit.ly/4e1ItAt

 

 

Instagram: https://instagram.com/syzthefuture

 

Website: http://syzthefuture.com

Ep.7: Woonomics' Willy Woo – Money in the Next 10,000 Years: Kardashev and Beyond16 Dec 202400:36:43

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

 

Adam Back: BSTR - The Bitcoin Standard Treasury Company (BTCTCs Subseries 003)13 Oct 202500:53:29

Adam Back (https://x.com/@adam3us) is the legendary cypherpunk whose early work on Hashcash inspired Satoshi Nakamoto's Whitepaper on Bitcoin. Fast forward 16 years and the next evolution of money is in the equity markets with Bitcoin treasury companies and Adam is heavily involved both as an investor but also as a founder and financial product engineer with the BTCTC, the Bitcoin Standard Treasury Company (BSTR).  Adam joins Richard in the studio to discuss his early days on the cypherpunk scene, his interest in trading, his BTCTC metric months to mNAV cover and his own foray into the space with BSTR. 

Dr. Richard Petty: AI and the Redundant Future15 Sep 202500:36:33

Dr. Richard Petty (https://cccw.hku.hk/team/petty-richard/) is an international professor, entrepreneur, investor and public policy expert on business, finance, accounting and technology. A prolific author, advisor and speaker on economics, finance, and policy solutions to technological disruption, he is a common keynote speaker at events and programs by financial media, academic institutions, industry bodies and governmental and intergovernmental organizations. Richard joins us in the studio to discuss this important topic of the disruption of AI impacting our current economic models of success, including reassessing the value of higher education, growth strategies for entrepreneurs and how to think about tangibly approaching a future where many of the skills being taught today to our children are increasingly becoming obsolete.


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  
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Website: http://syzthefuture.com

H100 CEO Sander Andersen: The Winning Mindset – BTCTCs Subseries Ep.220 Aug 202500:34:29

Sander Andersen (https://x.com/sanderandersenn) is the CEO of H100 ($H100:NGM, $GS9:FSE, $HOGPF:OTC) (https://h100.group), the Swedish Stock Exchange listed Healthcare Tech Company with this year's most aggressive cap raising strategy to quickly accumulate Bitcoin on its balance sheet. The company listed only in April 2025 at a USD 11mn market cap and introduced the BTC acquisition strategy in May. Now the Nordic region's largest holder of Bitcoin, H100 is at a ~USD 250mn market cap owing to Sander's impressive capital raising prowess, passion for Bitcoin and strategic experience working within the family office world. We go into the nuts of bolts of H100's winning strategy, its unique team, even the future of health linking to bitcoin and into the mind of the man behind it all.

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

Rumble: https://rumble.com/c/SyztheFuture

 

Instagram: https://instagram.com/syzthefuture

 

Website: http://syzthefuture.com

 

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