Systematic Global Macro Investing with GMO’s Martin Emery
Excess Returns
00:00
Investing in Cryptocurrencies?
I want to ask you about currencies because that's something you invest in that probably most of our listeners do not invest in. So I wonder if you can maybe talk about your process for determining, you know, what currencies you're investing in. And I guess we also can close the book now on Bitcoin, potentially being the future gold in the hedge for inflation after the last few days That hasn't gone as well as some people who project it. Yes. It's a lot of people are hoping that I think there's a long way to go in crypto currencies. But they've moved up and down as they go to that long-term trajectory.
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