On The Brink with Castle Island cover image

Jon Birnbaum (Domain Money) on Increasing Access for Retail Investors (EP.300)

On The Brink with Castle Island

CHAPTER

Is There a Difference Between ETFs and Cryptocurrencies?

The fundamental thinking is very similar across both crypto and equities. We think a bit more about super high level investable themes that we think are or will really matter five ten year horizon, such as cloud computing and ai. And our team has written kind of long, long for papers that are published on our websa kind of thinking through our exact investment methodology. It's middle to large cap companis that we've kind of looked at, looking at the market top down, and then doing bottomo analysis, om and putting them into the portfolio.

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