Forward Guidance Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
Sep 17, 2023
Mark Yusko, founder of Morgan Creek Capital, discusses macro factors affecting the crypto market. He explores venture capital returns, valuing frameworks, and his stance as a China bull. They also delve into human behavior in investing, risks, and the impact of exponential growth on network value. The podcast touches on blockchain networks, privacy protection units, and China's strategy in cyber warfare.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
The Timeless Nature of Human Behavior and Investing
03:38 • 6min
Exploring Different Types of Risks and Investment Strategies
09:32 • 4min
Valuation, Exponential Growth, and Bitcoin Subgroups
13:26 • 5min
Exploring Blockchain Networks, Privacy Protection Units, and China's Strategy
18:00 • 4min