Capital Allocators – Inside the Institutional Investment Industry

Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

Mar 8, 2021

Eric Peters, Founder and CIO of One River Asset Management, who made headlines with a $600 million Bitcoin purchase, shares his macro perspective on digital assets. He discusses Bitcoin's unique characteristics as an investment and how it interplays with traditional currencies and government digital currencies. The conversation delves into institutional infrastructure for crypto, risks associated with Bitcoin, and the evolving landscape of investment attitudes towards it. Peters reflects on his significant trade and the rising interest from institutions in the digital currency space.

57:57

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Episode guests

Eric Peters

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Episode notes

Intro

2min

Bitcoin's Macroeconomic Landscape

7min

Bitcoin: The Evolving Perspective

25min

Comparative Analysis of Economic Environments: Japan vs. U.S.

3min

Navigating the Risks of Bitcoin Investment

5min

Navigating Cryptocurrency Trade Dynamics

17min

Reflections on Habits and Life Lessons

3min

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset. Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric’s perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset. Lastly, we discuss the story of Eric’s big trade, the future of bitcoin, and institutional interest in the space. Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript

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