Syz the Future

Richard Byworth
Syz the Future

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.

  1. 11/25/2024

    Ep.6: Chris Wood – Trump, Trade and Treasure: Navigating the New World Order

    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

    39 min
  2. 11/04/2024

    Ep.5: Samson Mow – Convenience or Privacy: CBDCs, Digital IDs, an Upgrade?

    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

    37 min

Ratings & Reviews

5
out of 5
5 Ratings

About

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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