Making Markets Entrepreneurship, Markets, and the Fed - [Making Markets, REPLAY]
Sep 26, 2025
Eric Golden, founder of Canopy Capital, joins Joe Magyer, founder of Seaplane Ventures, for a lively discussion. They dive into the Fed's rate cuts and explore asset classes like VC and public equities. Eric shares insights on tax-individualized investing, the challenges of podcasting, and how creative data can influence investments. The conversation also touches on transitioning from corporate life to entrepreneurship and the evolving landscape of Web3, highlighting its potential to solve real problems.
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Tax-Individualized Investing Is The Next Shift
- Eric Golden frames Canopy Capital as a tax-individualized investing platform for advisors using separately managed accounts.
- He believes after-tax optimization and customization are the next major shift in asset management.
Markets Share A Universal Language
- Eric started his podcast to selfishly learn from guests and discuss diverse markets from crypto to vineyards.
- He treats markets as a universal language where risk, liquidity, and sizing follow the same principles across assets.
Private Jet Data As A Mosaic Signal
- Eric recounts using private jet flight patterns as an unconventional data source to infer potential M&A activity.
- He used unusual travel as a mosaic input, not as definitive proof, to form investment ideas.
