Videos & Podcasts

Traditional portfolios are faced with the prospects of depressed expected returns in the coming years, as implied by current stretched valuations of stocks, and near record low rates and credit spreads for bonds.

We had a very special guest this week – Roy Niederhoffer, founder and president of R. G. Niederhoffer Capital Management, a NY-based quantitative investment firm.

With a deadline looming for congress, it will get worse before it gets better for the debt ceiling. Expect a rocky road.  The markets have seen this movie before and the closer to the deadline the higher the VIX.

Human beings evolved to pay closer attention to negative vs positive information. For our ancestors, the cost of seeing danger where there was none was a cortisol spike and an unnecessary sprint, but dismissing a real threat might have led them to be a predator’s next meal.

A casual observer of modern economies might be forgiven for feeling that life is pretty good. And they might reasonably credit neoclassical economic principles for facilitating what appears to have been a great leap forward in global prosperity.

A casual observer of modern economies might be forgiven for feeling that life is pretty good. And they might reasonably credit neoclassical economic principles for facilitating what appears to have been a great leap forward in global prosperity.

With our good friend Dave Nadig (CIO and Director of Research at ETF Trends) as co-host, we had the pleasure of speaking with Matt Hougan, CIO of Bitwise Investment, which manages the world’s largest crypto index fund.

Following our first conversation with David Fauchier (Portfolio Manager at Nickel Digital Asset Management), he insisted that we had to speak with Thomas Braziel, Founder and CIO of 507 Capital, who he claimed was one of the most interesting and independently-minded investors he had met in the digital asset space.

Global markets are evolving at a blinding pace, and investors often find themselves in a race to catch up with what are sometimes truly tectonic shifts. Nowhere is this more emblematic than in the digital assets realm. We had the pleasure of once again hosting Tyrone Ross Jr, along with his new business partner Eric Ervin – founders of Onramp Invest – for a fascinating conversation that covered:

It was our great pleasure to speak this week with Demetri Kofinas, host of the popular Hidden Forces podcast. We have been keen listeners to Hidden Forces for some time and have admired Demetri’s ability to dive deep into topics as diverse as epistemology, philosophy, global macro and digital assets, to name just a few.