1:50 Lifting of moratorium will raise rents
2:45 Small number of people using moratorium, but marginal effect could broadly raise rents
5:45 Inflation 1940's vs 1970's (complexity of variables on who wins and loses with inflation)
9:10 Lyn's portfolio structure
11:25 Healthcare sector
12:00 Cyclical vs defensive value in healthcare
14:00 3 types of crypto: traditional, central bank, and Silicon Valley
15:05 China CBDC (surveillance and SWIFT alternative)
16:00 West will rely on private crypto as central banks will take years to research and deploy CBDC
16:50 Stable coins
20:30 Crypto utopian or dystopian?
24:20 Hypothetical $100,000 5 year time horizon portfolio: uranium, bitcoin, alt coins,
26:20 Hypothetical $100,000 5 year time horizon inflation protection: diversification-gold, RE, TIPS, cash
1:50 Lifting of moratorium will raise rents
2:45 Small number of people using moratorium, but marginal effect could broadly raise rents
5:45 Inflation 1940's vs 1970's (complexity of variables on who wins and loses with inflation)
9:10 Lyn's portfolio structure
11:25 Healthcare sector
12:00 Cyclical vs defensive value in healthcare
14:00 3 types of crypto: traditional, central bank, and Silicon Valley
15:05 China CBDC (surveillance and SWIFT alternative)
16:00 West will rely on private crypto as central banks will take years to research and deploy CBDC
16:50 Stable coins
20:30 Crypto utopian or dystopian?
24:20 Hypothetical $100,000 5 year time horizon portfolio: uranium, bitcoin, alt coins,
26:20 Hypothetical $100,000 5 year time horizon inflation protection: diversification-gold, RE, TIPS, cash
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