Capital Allocators – Inside the Institutional Investment Industry Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
Jun 2, 2022
In this engaging discussion, Leigh Drogen, General Partner and CIO of Starkiller Capital, shares his journey from quantitative finance to the dynamic world of cryptocurrency. He dives into the unique challenges of navigating the crypto landscape, emphasizing the importance of fundamental analysis and risk management. Leigh reflects on his entrepreneurial roots with Estimize and contrasts visions for the future of crypto. With insights from his mentorship experiences, he offers a compelling perspective on the evolving investment strategies and opportunities in both crypto and hedge funds.
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The Box Test
- Leigh Drogen's hedge fund manager gave him a box to fold during his interview.
- This tested his reaction to confusion, revealing a behavioral disposition suited for their quant work.
Market Lessons
- Working at Geller Capital taught Leigh Drogen process and emotional control in trading.
- StockTwits exposed him to market sentiment, adding another layer to understanding market dynamics.
Estimize's Vision
- Estimize aimed to improve earnings estimates by crowdsourcing from many individuals.
- This approach aimed for a more accurate and representative dataset of market expectations.
