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In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment.

They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside.

Hosts:

Ram Ahluwalia, CFA, CEO and Founder of Lumida

Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting

Christopher Perkins, Managing Partner and President of CoinFund

Guests:

Charles Edwards, Founder & CIO at Capriole Investments

Links:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Gedenken an Opfer des Holocausts • Freihandelsabkommen zwischen EU und Indien • Haseloff macht Platz

F.A.Z. Podcast für Deutschland

Outro

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