Best Swan Bitcoin Podcasts (2025)

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Jeff Booth: Bitcoin, Abundance & Escaping the Fiat Control System 1:12:13

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13d ago1:12:13

1:12:13

Jeff Booth explains why Bitcoin is the foundation for the world’s first true free market—one that naturally trends toward deflation and abundance Argues that existing fiat systems must inflate due to debt dynamics, guaranteeing increasing centralization, surveillance, and coercion Dissects Elon Musk’s claim that money will become irrelevant—agreein…

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Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments 40:55

1d ago40:55

40:55

We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities. Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge. In this episode: • Why return-on-ca…

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Is The Epic Wall Street Bitcoin Shakeout Finally Over? 14:42

3h ago14:42

14:42

Bitcoin just bounced from a brutal flash crash straight into one of the most important macro pivots of this cycle: Vanguard finally opening the gates to Bitcoin ETFs, Bank of America raising its allocation range, QT ending, and Wall Street spinning up new structured notes. At the same time, Elon Musk and NVIDIA's Jensen Huang are describing energy,…

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Reinventing Yourself: How to Rewrite Your Identity and Step Into Your Most Unapologetic Era 45:21

1d ago45:21

45:21

Warning: This episode will give you the courage and audacity to become the woman you were always meant to be. -- What happens when you decide to rewrite you entire identity and step boldly into your creative dreams and most unapologetic era? In this powerful conversation, Lisa Carmen Wang, artistically known as Baddie Li, sits down with her friend …

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Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir 39:20

3h ago39:20

39:20

We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management. Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, ung…

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Inside the Final Bitcoin Shakeout Before the Surge! 16:32

7h ago16:32

16:32

Did Wall Street engineer a coordinated Bitcoin crash, using liquidity stress, MSCI index pressure, and JP Morgan's MSTR delisting FUD to shake out retail holders? In this episode, we break down the Bitcoin volatility, the ETF flows, the business cycle reset, and how BlackRock, banks, and sovereign allocators are positioning for the next major Bitco…

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The Truth Behind JP Morgan's Attack On Bitcoin Companies 15:19

8h ago15:19

15:19

Bitcoin's drop from $126K to $80K ignited panic, but the real story runs deeper: MSCI's index memo, JP Morgan's margin changes, Bitcoin treasury fears, legacy-bank pressure, and Michael Saylor defending digital capital. In this episode, we break down whether this is coordinated pushback, a political shift toward Bitcoin, or just another chapter in …

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Andrew Brown reviews his 2025 bold predictions 52:11

3d ago52:11

52:11

Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between. We cover: • US equities, bond yields and why the macro calls …

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2025 Wrapped: Best ideas, insights & investments from a huge year 23:13

1d ago23:13

23:13

2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio. In this episode we cover: • The biggest market moments of 2025 • How the ASX, S&P 500, Europe, Japan and Chi…

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Housing, shopping, gambling: How they get you - Chris Kohler 46:52

16h ago46:52

46:52

Are you being ripped off…without even realising it? We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics hidden across Australia’s economy from your mortgage to your supermarket shop to your Friday arvo punt. Chris’ new book How They Get You lifts the lid on the big (and small) ways companies quiet…

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Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them 31:42

1d ago31:42

31:42

Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened. Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. S…

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Is Bitcoin Signaling an Impending Economic Break? 13:06

8h ago13:06

13:06

Bitcoin just plunged to $86,000, one of the sharpest emotional flushes since the FTX collapse — but what if this isn't a Bitcoin failure at all? In this episode, Hurley breaks down Luke Gromen's poly-crisis thesis, new liquidity stress signals, MVRV and RSI extremes, and why Bitcoin may be the most honest macro warning system in the world. Stay tun…

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Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders 44:51

31m ago44:51

44:51

Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026. We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or br…

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Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram 39:13

12d ago39:13

39:13

Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Plus, we also look at a surprising shift in the US: obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk? That’s not all in this episode: Ren rebuil…

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Did Bitcoin Just Hit Rock Bottom? Why This Drop Is So Shocking 15:19

16d ago15:19

15:19

Bitcoin just crashed from $126K to the $90K range, triggering extreme fear, record-low sentiment, and one of the sharpest corrections of this cycle. In this episode of No Second Best, we break down why this latest Bitcoin drawdown is so unique, why the panic feels worse than the actual price action, and what the data says about a potential market b…

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Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green 38:17

17d ago38:17

38:17

Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age. Financial adviser Dylan Pargiter-Green returns with three case studies: the FIRE retiree aiming to quit at 40 the “early mark” retiree planning to stop work in their 50s and the classic retiree looking to finish in their 60s We unpack t…

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Warren Buffett's swan song, we're changing our core portfolios & timing your investing 29:01

17d ago29:01

29:01

Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward. Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base? Also in this episode: Simon reveals why leverage is reshaping his core…

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Bitcoin Amsterdam, Fiscal Dominance, Stimulus Talk, and the Massive Square Adoption Milestone 54:16

20d ago54:16

54:16

Brady joins from Bitcoin Amsterdam and reports extremely positive conference sentiment despite Bitcoin’s price consolidating around $95–105K Hosts discuss how price often disconnects from fundamentals and why Bitcoin’s thesis remains intact Review of historical “conference dumps” showing that IRL Bitcoin community morale stays strong even during dr…

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Bitcoin Sinks Below $100K Again — Why Is Sentiment THIS Bad? 12:48

21d ago12:48

12:48

Bitcoin just broke below $100K again and sentiment is as bad as it was after the FTX collapse—except this time, Bitcoin is still near six figures. In this episode of No Second Best, Hurley breaks down why 2025 feels like a bear market for Bitcoin, even as ETFs accumulate, long-term holders slowly bleed coins, a major central bank launches a Bitcoin…

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The case for and against an AI bubble - Alan Pullen | Magellan 35:23

21d ago35:23

35:23

Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype. As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble? We cover: Whether…

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The Real Reason America's Tearing Itself Apart 13:31

21d ago13:31

13:31

America feels broken — inflation, inequality, and political chaos are boiling over. But what if the real problem isn't left vs right… it's broken money? In this episode of No Second Best, we unpack how fiat inflation, crony capitalism, and central bank policy have quietly rigged the system — fueling anger, division, and despair. Featuring Erik Caso…

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Banks Are Buying Bitcoin as America Sells 50-Year Debt 🫨 16:14

21d ago16:14

16:14

Donald Trump is pushing a 50-year mortgage while a federally chartered U.S. bank just became the first to offer Bitcoin custody and trading directly inside customer accounts. In this episode of No Second Best, we break down what 50-year debt says about the dollar, why banks are quietly integrating Bitcoin, and how Lyn Alden thinks we're in a struct…

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What's Really Behind the Bitcoin Sell-Off? 12:52

21d ago12:52

12:52

Bitcoin is slipping toward $100K just as long-term holders dump 400,000 BTC into one of the largest distribution waves in history. In this episode Hurley unpacks why OG whales are selling into strength while global liquidity expands, and why macro investor Jordi Visser calls this Bitcoin's "IPO moment" — the rotation from early believers to global …

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50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling 32:24

22d ago32:24

32:24

Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability? We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get…

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Buy or Sell: Ally Selby with Arms Rosenberg 32:36

23d ago32:36

32:36

AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now. They cover: • Why Pol…