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Syz the Future

Author: Richard Byworth

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Syz the Future is a monthly podcast hosted by Richard Byworth, partner at Syz Capital, the alternative investment firm. 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 tackles one of these key challenges we are facing in depth, clarifying tangible steps to move forward, while examining how this might inform capital allocation decisions for what lies ahead.
20 Episodes
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Sander Andersen (https://x.com/sanderandersenn) is the CEO of H100 ($H100:NGM, $GS9:FSE, $HOGPF:OTC) (https://h100.group), the Swedish Stock Exchange listed Healthcare Tech Company with this year's most aggressive cap raising strategy to quickly accumulate Bitcoin on its balance sheet. The company listed only in April 2025 at a USD 11mn market cap and introduced the BTC acquisition strategy in May. Now the Nordic region's largest holder of Bitcoin, H100 is at a ~USD 250mn market cap owing to Sander's impressive capital raising prowess, passion for Bitcoin and strategic experience working within the family office world. We go into the nuts of bolts of H100's winning strategy, its unique team, even the future of health linking to bitcoin and into the mind of the man behind it all. 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 Rumble: https://rumble.com/c/SyztheFuture   Instagram: https://instagram.com/syzthefuture   Website: http://syzthefuture.com  
In the inaugural episode of our new BTCTCs subseries at Syz the Future, Simon Gerovich (https://x.com/gerovich) of Metaplanet (3350:JP / $MTPLF) joins Richard (https://x.com/RichardByworth) in the studio for part 2 of our ongoing conversation on Metaplanet and other Bitcoin treasury companies (BTCTCs). The discussion goes in depth on the ins and outs of a functioning BTCTC, from the different mechanisms needed to continually issue shares into the markets in order to accumulate more bitcoin (e.g. ATM) as well as the very unique solution Metaplanet harnessed to achieve the same. We also chat about put underwriting, Metaplanet's entry into the US, growing institutional interest and the Japanese bond and pref market. As a former derivatives trader at Goldman Sachs, Simon put his trading prowess to task taking Metaplanet to a $7bn market cap from $2bn two months ago when we recorded our first session. The BTCTC journey of Metaplanet began at $10mn market cap 14 months ago.   We believe that BTCTCs are acting as the release valve for the outlandish valuations in the Equity and Bond markets. As such, we felt this moment in time required a deeper dive into their analysis. Welcome to the BTCTC sub-series.   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 Rumble: https://rumble.com/c/SyztheFuture   Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com
Dr. Richard Petty (https://cccw.hku.hk/team/petty-richard/) is an international professor, entrepreneur, investor and public policy expert on business, finance, accounting and technology. A prolific author, advisor and speaker on economics, finance, and policy solutions to technological disruption, he is a common keynote speaker at events and programs by financial media, academic institutions, industry bodies and governmental and intergovernmental organizations. Richard joins us in the studio to discuss this important topic of the disruption of AI impacting our current economic models of success, including reassessing the value of higher education, growth strategies for entrepreneurs and how to think about tangibly approaching a future where many of the skills being taught today to our children are increasingly becoming obsolete. 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 Rumble: https://rumble.com/c/SyztheFuture Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com
Dr. Chris Knobbe is an ophthalmologist, clinical professor emeritus, researcher and leading voice in health policy unveiling the hidden dangers of seed oils (aka vegetable oils) in our food supply. Driven by the data showing stark correlations between rising chronic disease (coronary heart disease, diabetes, metabolic syndrome, alzheimers/dementia, age-related macular degeneration) and the integration of seed oils into our modern diet, Chris left practice to further research and policy advocacy exploring this troubling and commonly unknown link through AMD Foundation (http://amdfoundation.com) and the book Ancestral Diet Revolution (https://www.amazon.com/Ancestral-Diet-Revolution-Vegetable-Processed/dp/1734071761). After his viral talks at Low Carb Down Under in 2020 (https://youtu.be/7kGnfXXIKZM) and 2023 (https://www.youtu.be/PvZk-jNqzgE), Chris galvanized the discussion scrutinizing the role of "vegetable oils" that are ubiquitous in our modern diet. We caught up with Chris in London for this special episode focused on health, history, and questioning the most basic aspects of our lives today -- our food. 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 Rumble: https://rumble.com/c/SyztheFuture    Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com  
David Knight Legg (https://x.com/knightlegg) joins us one year after this pod was first conceived to reflect on a rather tumultuous twelve months. As anticipated David cuts through the headlines and performative politics to precisely hone in on what really is going on underlying the present geopolitical turmoil: the current energy play involving Russia and Iran, Trump’s territorial assertions towards Greenland, the surprising elections in Canada and Australia, and the impact of technology on the next generation. As our first guest and also the first to reprise that role here at the show, David illuminates our understanding of the world and ourselves.      
Simon Gerovich (https://x.com/gerovich) is the President and Board Rep Director of the top company in the world right now in stock performance, Metaplanet ($MTPLF). After adopting a bitcoin treasury strategy following the footsteps of Michael Saylor's Strategy formerly Microstrategy ($MSTR). Metaplanet shot up to the top of the Japanese stock market and the globe in 2024 and maintains that top ranking today. Simon drops by the studio to talk shop on how he got here, valuation metrics on this new category of company, the ins and outs of accretive dilution, the evolving nature of this capital strategy and how markets are reacting. If you were curious about what all the hubbub is around bitcoin treasury companies recently and the seismic moves throttling markets lately, this is the episode to watch.   00:00 Teaser 01:00 Title Sequence 01:15 Introduction 02:23 Simon Gerovich 04:21 Metaplanet’s Bitcoin Strategy and Saylor’s MSTR Playbook 07:11 The Categoric Bitcoin Treasury Wave in the Market 08:25 The Market and Tax Structure in Japan 10:27 What is mNAV 12:37 BTC Yield, Accretive Dilution 14:02 The Power of the High Multiple in Accretive Dilution 18:00 Months to mNAV Coverage 20:35 Capturing Aggression of Bitcoin Accumulation 21:47 Capital Strategies in Metaplanet’s Future 24:27 Attracting Different Types of Investors 27:22 Leading the Bitcoin Treasury Movement 31:00 Competition in the Bitcoin Treasury Company World 34:03 Institutional Investor Involvement 37:03 Retail Projections: Bitcoin ETF, Tax-Free Investment Schemes 38:34 Allocation of Capital   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 Rumble: https://rumble.com/c/SyztheFuture   Instagram: https://instagram.com/syzthefuture   Website: http://syzthefuture.com  
Charles-Henry Monchau (https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/) is the Chief Investment Officer at Bank Syz and leading voice on investing in global markets. Charles-Henry is a true citizen of the world -- Swiss-French by birth, growing up in Africa and having worked all over Europe and the Middle East. He drops into the studio to share his distinctive insights on the market on digital assets, free speech and ESG with a focus on what's in store for Europe. Join us to hear from one of the foremost thinkers about market challenges today. X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth Find us on your favorite podcast channels: Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt Rumble: https://rumble.com/c/c-6810485   Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com
The Bitcoin Public Initiative is a direct democratic effort by Luzius Meisser and Yves Bennaïm for the Swiss National Bank (SNB) to include bitcoin in its reserves. Luzius is a board member of Bitcoin Suisse and Bitcoin Association of Switzerland as well as founder of Meisser Economics and Frankencoin. Yves is founder of 2B4CH, a think tank on bitcoin's impact on society, and part of the Swiss representation to ISO on standards for blockchain and DLT. Both guests lead The Bitcoin Public Initiative, embodying direct democracy in action and prompting discussion on the role of bitcoin as a global reserve asset, the actual energy consumption of bitcoin mining and a comparative look at monetary policy worldwide. This discussion was recorded before any details were released about the US Strategic Bitcoin Reserve and Digital Asset Stockpile. This is a uniquely relevant conversation in light of recent chatter about bitcoin as a reserve asset and not to be missed!  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 Fountain App: https://bit.ly/4e1ItAt Rumble: https://bit.ly/3R5dKp6   Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com
Jennifer Wines (https://x.com/jennifer__wines) is the Author of Invisible Wealth and a Certified Wealth Planning Advisor with novel insights into the evolution of wealth in our modern age. After many years spent at Goldman Sachs, JPMorgan and Fidelity, she observed that clients were reconceptualizing their definition of wealth (largely in part due to the standstill caused by the pandemic) and it set her off on a journey to further explore this question thoroughly. The result was the book Invisible Wealth where she sets out a framework for understanding wealth throughout history and evolving trends today, as well as the historic generational shift in wealth that is currently ongoing. This discussion provides a moment for reflection and consideration on what it really means to build wealth with value and according to our values. X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth   Find us on your favorite podcast channels: Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Fountain App: https://bit.ly/4e1ItAt Rumble: https://bit.ly/3R5dKp6   Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com  
Geophysicist and glaciologist Professor Jason Box (https://x.com/climate_ice) joins Richard in the studio to discuss extreme weather, water security and the politics of it all. As a scientist, Dr. Box has spent 30 years in the field studying empirical data collecting quantitative metrics on ice, meltwater and other earth atmospheric measurements in Greenland, the Arctic Circle and throughout the world. Given the current fractured political climate, espousing any view, regardless of which side of the spectrum one might be positioned, can be controversial, however this episode takes a curious approach to observing conflicting stances, reexamining our preexisting models and beliefs and reassessing whether there might be potential paths forward out there. Please join us to thoughtfully consider whether today's capital decisions might be able to mitigate increasing concerns with food security, migrants, wildfires and other natural disasters.   X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https://x.com/RichardByworth    Find us on your favorite podcast channels: https://x.com/SyzTheFuture/status/1879488843042156753  Youtube: https://youtu.be/D_77tSCVop0 Spotify: https://spoti.fi/3Cbky4e Fountain App: https://bit.ly/4e1ItAt Rumble: https://bit.ly/3R5dKp6   Instagram: https://instagram.com/syzthefuture Website: http://syzthefuture.com
Willy Woo (https://x.com/woonomic) is the Managing Partner of CMCC Crest Fund and an innovative financial markets leader truly at the vanguard of on-chain analysis of blockchain data. He joins Richard in the studio after a 3 year hiatus from the public to discuss the historical framework measuring technological innovation, the evolution of money and what his financial market trading models project in the next 10,000 years.     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  
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   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://podcast.syzcapital.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. #privacy #freedomofspeech #money #state #surveillance #technology #CBDC #centralbankdigitalcurrency #freedom   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: ⁠https://podcast.syzcapital.com⁠  
Jeff Booth 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.   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: ⁠https://podcast.syzcapital.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.   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: ⁠https://podcast.syzcapital.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.   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: ⁠https://podcast.syzcapital.com⁠  
David Legg 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.     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: ⁠https://podcast.syzcapital.com⁠  
David Legg 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.
As a bonus to the regular programming of the Syz the Future Podcast, we are providing this keynote address from one of our favorite guests, Jeff Booth, at the Syz Capital Alternatives Summit held in Zurich in May 2024. Please enjoy this little new year gift from Jeff and us!   X (Twitter): https://x.com/syzthefuture Richard's X (Twitter): https:// x.com/RichardByworth   Find us on your favorite podcast channels: Spotify: https://spoti.fi/3Cbky4e Apple Podcasts: https://apple.co/3YUmdV5 Rumble: https://bit.ly/4iNgjwG Fountain App: https://bit.ly/4e1ItAt     Instagram: https://instagram.com/syzthefuture   Website: http://syzthefuture.com
Syz the Future Trailer

Syz the Future Trailer

2024-09-1701:32

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.     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: ⁠https://podcast.syzcapital.com⁠  
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