Syz the Future Podcast

Syz the Future is a monthly podcast hosted by Richard Byworth, partner at Syz Capital, the alternative investment arm of the Syz Group. 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 features an expert guest who can shed light on some of these key challenges we are facing and fresh perspectives on how to move forward. We explore how these pressing topics can impact investment portfolios and the where to allocate capital. Find Richard here: ⁠https://x.com/RichardByworth⁠ Find us on your favorite channels: Youtube: ⁠https://youtube.com/@syzthefuture⁠ Spotify: https://open.spotify.com/show/0lGHjQatdvGbRMaKD7716y Apple: ⁠https://podcasts.apple.com/us/podcast/syz-the-future/id1764074469⁠ X/Twitter: ⁠http://x.com/syzthefuture⁠

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 #financialmarkets #equities #trump #investing #greedandfear #UStreasuries #bondmarkets #china #geopolitics #elonmusk #gold #bitcoin #privateequity #privatecredit #passiveinvesting #indexinvesting #hedgefunds #monetarypolicy #federalreserve 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

Jeff Booth (http://jeffbooth.ca) 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. #inflation #currency #deflation #monetarypolicy #debt #financialsystem #usdebtcrisis #USD #monetarydebasement #currencyarbitrage #propertyinvestment #realestate #buyingahome #investing #inflationhedge #hedgingstrategies 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

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. Australia has also just announced a social media ban for users under 16 and to enforce it, implementing an "age verification system." 🧐 0:00 Preview 01:00 Introduction to Samson Mow 03:35 CBDCs: an Overview and risks 06:30 What are the benefits of CBDCS and for whom? 08:28 Cashless money, Negative Interest Rates, Gaming World 12:02 What problem are CBDCs solving? 13:58 Digital ID, Privacy and Money 17:09 The Risk of Convenience 24:52 Money is Information 26:20 The State and Law Enforcement against Crime 29:34 Money and State #privacy #freedomofspeech #money #state #surveillance #technology #digitalID #digitalidentity #CBDC #centralbankdigitalcurrency #freedom #OfDIA #UK #DIAF #digitaleuro #KYC #AML #australia #eu #billgates #DPI #digitalpublicinfrastructure Youtube: https://youtu.be/GaiJlg1Qs8s Spotify: https://open.spotify.com/episode/2W6gGz87m2DAtTdapL3MPp Apple: https://podcasts.apple.com/us/podcast/syz-the-future/id1764074469?i=1000675599780 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

Eric Syz is the inspirational innovator that founded the iconic Swiss bank, Bank Syz. The discussion covers the challenges and bright spots in building Bank Syz, his view for the legacy of the bank, advice to other entrepreneurs and alternative portfolio construction. Not your preferred pod platform? Check out this episode on other channels: Youtube: https://youtu.be/6bko__tRqLM Spotify: https://open.spotify.com/episode/5PJ0slheCSzUd8H4d5Gdy6 Apple Podcasts: https://podcasts.apple.com/us/podcast/syz-the-future/id1764074469 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

In a wide-ranging discussion with Benjamin J Butler (https://x.com/englishfuturist), we discuss the growing distrust of our public institutions, the future of government, environmental sustainability, systemic corruption, and the real way forward: bypassing the catchy slogans to truly address the real problems. Inflation as a permanent issue versus the natural state of the economy being deflation. And as always, how to position portfolios with all this in mind. Not your preferred pod platform? Check out this episode on other channels: Youtube: https://youtu.be/WWXxaz_lPT4 Spotify: https://open.spotify.com/episode/1ibTM04TgRtIOHYN2N3GJo Apple Podcasts: https://podcasts.apple.com/hk/podcast/syz-the-future/id1764074469 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

David Legg (https://x.com/KnightLegg) is an expert on global geopolitics and advisor to governments on energy security. This discussion covers the various forever wars being fought across the globe and their linkage to energy security. How we can actually have a significant impact on the amount of carbon dioxide in the atmosphere, and how nuclear can shake its negative stigma. As always, we discuss how to position portfolios for what is to come. 00:00 Preview and Title Sequence 00:48 Introduction to David Legg 01:17 Israel, Palestine, Iran Conflict and Public Debt 06:30 Iran Deal 10:00 Energy, Economy and Environmental Policy Posturing 14:01 Russia's Strategy on Energy 17:20 Politics of Energy 24:00 Energy Demand of Bitcoin, AI, Quantum and Emerging Technology 29:45 Nuclear Energy as a Solution 33:50 Capital Allocation Opportunity Not your preferred pod platform? Check out this episode on other channels: Youtube: https://youtu.be/WAcCxncarwQ Spotify: https://open.spotify.com/episode/1l6EAXPtosofPZJLZfJdma Apple Podcasts: https://podcasts.apple.com/hk/podcast/syz-the-future/id1764074469? 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