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The Importance of Research in Institutional Macro Research
I've been in the weeds on institutional macro research for a long time, and somewhat recently, you started looking into crypto with that very big rigor. Tell us about your background, and then also maybe what are some themes in not just your sort of where you worked, but what are the themes? Like what drove you to get into research? Yeah, absolutely. I basically studied economics at Cambridge back in the 1990s, and I joined soon after university, I joined JP Morgan in around 97.98. And I basically started off in foreign exchange research. But banks didn't really have the same incentives as before to really encourage that. So then I decided to leave working for a big