Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Crypto for Institutions 1:  Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)


Listen Later

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies.   Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset.   Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric’s perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset.  Lastly, we discuss the story of Eric’s big trade, the future of bitcoin, and institutional interest in the space.   Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 
...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

758 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

Exchanges by Goldman Sachs

Exchanges

977 Listeners

Odd Lots by Bloomberg

Odd Lots

1,810 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,289 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

664 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

150 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

37 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

403 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

352 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

176 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

94 Listeners