This Week in Startups

Macro insights with Rose Technology CEO Alex Campbell + TCG Crypto's Gaby Goldberg | E1430

Apr 8, 2022
In this episode, Alex Campbell, CEO of Rose Technology and former Bridgewater trader, shares insights on macroeconomic trends, focusing on the Chinese real estate bubble and its effects on Bitcoin. He discusses investment strategies amid global uncertainty, emphasizing the need for diversification and shorting overvalued assets. Gaby Goldberg from TCG Crypto explores the intersection of consumer behavior and crypto investments, offering resources for those new to the space. Together, they reveal dynamics shaping today’s financial landscape.
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INSIGHT

Rose Technology's Mission

  • Rose Technology aims to simplify data acquisition for financial professionals.
  • It creates a marketplace for data, similar to an app store, facilitating buying, selling, and sharing.
INSIGHT

Evergrande's Downfall

  • Evergrande's substantial mark-to-market losses, exceeding its market capitalization, signaled its demise.
  • This analysis, applied to other Chinese property companies, reveals a broader market vulnerability.
INSIGHT

China's Money Printing

  • China's money creation has significantly outpaced the US since the 2008 financial crisis, flowing heavily into real estate.
  • This, coupled with high property prices and relatively low incomes, creates market instability.
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