Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli
Release Date: 09/07/2021
Bitcoin's Impact on War, Geopolitics, and the Treasury System with Matthew Pines
Digital Money Advisor
In a Nutshell: Matthew Pines says trying to speculate and reason about the future evolution of geopolitics and state relations in the absence of Bitcoin is extremely difficult. "In fact, it's probably one of the things that stresses all world leaders out and economists and hedge funds. Everyone's trying to predict how the global system is going to evolve so trying to answer the question of how the global system's going to evolve WITH Bitcoin imposes an additional complexity," he said. Yet, this difficulty doesn't stop us from trying or from gaming out different possible scenarios. In today's...
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Bitcoin, the Climate Crisis, and Financialization with Margot Paez (aka jyn urso)
Digital Money Advisor
Margot Paez says the financialization of the US economy is one reason why it’s been difficult to take decisive action on climate change. She views Bitcoin “as a very important tool in this whole process because it exists outside of the system. And it’s also kind of an attack on the existing financial structures because it takes away a centralized power basically from Wall Street and decentralizes it in a very non-coercive way. And everybody has an opportunity to participate in it and use Bitcoin to their benefit.” The challenge for bitcoiners like my guest today, Margo Paez, is how to...
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Bitcoin's Connection to Religion, Metaphors, Belief Systems, and Being a Force for Good with Mark Stephany
Digital Money Advisor
In a Nutshell: This was a thoughtful, introspective, and heartfelt conversation with Mark Stephany. As a doctor, he's been on the frontlines of the culture war that's flamed up around Covid and vaccines. As the son of a priest and a nun, he's explored and questioned the meaning of religion and the power of myths and metaphors. As a person concerned about the direction of society, he's explored racial and social justice issues. And as a curious person, he's deeply explored Bitcoin and how it can be a force for good. In our conversation, we explore these big issues and discuss connections to...
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The Politics of Bitcoin with Dennis Porter
Digital Money Advisor
Bitcoin is a technology but it is also a political protest statement in the sense that it is separating money from state. No matter where you are on the political spectrum, almost everyone who coalesces around Bitcoin agrees that monetary policy left in the hands of a few unelected bureaucrats is, and has been shown to be, a relative disaster.
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The Philosopher Kings of Bitcoin with Andrew Bailey, Bradley Rettler, Craig Warmke, and Troy Cross
Digital Money Advisor
One of the beautiful things about Bitcoin is its interdisciplinary nature. To really “get” Bitcoin, you have to have at least a working knowledge of a wide variety of disciplines. That’s one reason why I love talking to academic philosophers who are also Bitcoiners. They have frameworks to help us understand the expansive and interconnected nature of Bitcoin and the kinds of questions we should be asking ourselves about it.
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Making the Progressive Case for Bitcoin with Nicole Dobrow
Digital Money Advisor
In a Nutshell: Bitcoin is for everyone including people who align with progressive values. A growing group of progressives see Bitcoin as a tool for furthering social justice and leveling the economic playing field.
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The Expansive Nature of Bitcoin with Troy Cross
Digital Money Advisor
In a nutshell: Troy Cross and I discuss philosophical angles related to Bitcoin including what Plato and Aristotle would have thought of Bitcoin, how to influence skeptics of Bitcoin, a new proposal to incentivize green mining, and why Troy does not regret paying 5 bitcoin for a pair of Alpaca socks.
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What Financial Advisors Should Think, Feel, and Do About Bitcoin, Crypto, and DAOs with Steve Larsen and Adam Blumberg
Digital Money Advisor
Guest: Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies.
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Bitcoin is Big Tent Money with Matt Hanzelka
Digital Money Advisor
Guest: Matthew Hanzelka, the Pastor of Community Care at Peace of Christ Church, just outside of Austin, Texas. Matt has a Bachelor's Degree in Financial Planning from Texas Tech University and a Master's Degree in Divinity. He's also a U.S. Air Force Reserve chaplain, a hospital chaplain, and a Bitcoiner.
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How Bitcoin Changes You and the World Around Us with Christian Keroles
Digital Money Advisor
What could the future look like if the true believers are right and "Bitcoin fixes this?" Who do we become as we contribute our part to the Bitcoin community? That's a major theme of today's conversation with Christian Keroles, Managing Director of Bitcoin Magazine at BTC Inc.
info_outlineGuest: Justin Castelli, an executive at Onramp Invest, which is a technology company that provides access to crypto assets for registered investment advisors. He's also the founder of RLS Wealth, which is an RIA firm in Fishers, Indiana. And he's the co-founder of The AGC, which is an organization that connects financial advisors across the globe to collaborate and grow both personally and professionally.
Insight: Think Bitcoin and other crypto investments aren't right for your client base? You may be right. But what happens when their kids and grandkids are looking for an advisor who does know what an NFT is and can advise them on how to manage digital assets? Retiring baby boomers are starting the largest wealth transfer in history. Their heirs are digital natives, many of whom have already bought Bitcoin on their own. If you don't want to add crypto to current portfolios, you at least need to have a working knowledge of the technology and an informed opinion that your clients can trust.