221: Matthew Dibb – Crypto Fund Takes Flight on Thematic Trading
Chat With Traders
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How Much of Your Pr Performance Is Due to Allocation?
Achi: How much of your pr performance is due to alpa? And how much of itis just due to being in an asset class which, as i just say, goes on these huge runs. Achi: We focus on basically thematic asset allocation. It's our job to basely identify early on which one of these verticals is about to take off and what's going to out perform bit coin in the broader marketon a momentum basis.
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