Tomorrow's People

Tomorrow's People

By by BFA Global InvestorsBusinessInvesting
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Tomorrow's People episodes

  • How is ETH going to be deflationary over time? (Part 1) | S1 E7

    This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are.

    Join us on the BFA discord for any questions you have and more conversations like these: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    7 min
  • Is the market taking a long view? What does that mean? | S1 E6

    This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, the workings of Ethereum and what positions Gavin is holding right now.

    Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    22 min
  • Teaser — Is the market taking a long view? What does that mean? | S1 E6

    This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, workings of Ethereum and what positions Gavin is holding right now.

    Stay tuned for the full episode tomorrow, Sunday 14th August!



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    2 min
  • Are we seeing a bear market rally? What's in store in the next 18 months? | S1 E5

    This week, Gavin discusses whether we're seeing a bear market rally, what's probable in the markets in the next 18 months, and what all this means for investor positioning. Gavin also shares which assets and equities are giving him early glimmers of spring.

    Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    22 min
  • BONUS — What's so unprecedented about this new paradigm? | S1 E4

    Wondering what's so new about this new regime? Here's a deeper look into unemployment and possibly why it's providing a buffer from recession.

    Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    9 min
  • Are the markets entering a new regime? | S1 E4

    After the Fed's 4th rate hike, the markets are responding in an unprecedented way. Here's Gavin's take on what we might be seeing, what's causing it, and where the probabilities lie going forward.

    Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    19 min
  • Teaser — A new paradigm after the rate hikes? | S1 E4

    Amidst the recent fed rate hike, unemployment lows, and rallying stock market, have we entered a new paradigm?

    Here's a peek from this week's episode of Tomorrow's News.

    For more conversations like these, join the BFA discord server: https://discord.gg/U5qUxyYVFq



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    2 min
  • Possible Sub-Saharan economic superpowers, the most mis-priced asset class, and more | S1 E3

    This week Gavin answers a question about Sub-Saharan economies, shares what he thinks is the most mis-priced asset class right now, and tells me about a stock he wishes he'd bought earlier.

    Join us on the BFA discord for more conversations like these and to ask any questions you may have: https://discord.gg/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    14 min

About Tomorrow's People

From the publisher's feed

Welcome to Tomorrow's People, our new podcast series that showcases the expertise of the best and brightest investors in venture capital and private asset investing.