))
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
Manage episode 455765495 series 3558418
Вміст надано Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed.
Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023. We got back together to discuss how Eric has adapted to the changing environment, including One River’s shift from bespoke offerings to a total portfolio solution and the continued case for Bitcoin. Along the way, Eric shares his keen insights on portfolio construction, left-tail risks, and right-tail opportunities.
Take Capital Allocators Audience Engagement Survey
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
668 епізодів
Поширити
