Making Markets Joe Magyer: Entrepreneurship, Markets, and the Fed - [Making Markets, EP.47]
Oct 18, 2024
Joe Magyer, founder of Seaplane Ventures and an expert in venture capital, shares his insights during a fascinating discussion. He dives into the Federal Reserve's potential rate cuts and their impact on market dynamics. The conversation highlights the evolution of startup asset management and the importance of personalized investment strategies. Magyer also reflects on the emotional journey from corporate life to entrepreneurship and shares thoughts on the transformative prospects of Web3 technology for music and art.
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Tax-Individualized Investing Wins After-Tax
- Canopy Capital builds tax-individualized portfolios to optimize after-tax returns for each client.
- Eric Golden argues gross-return-focused industry norms hide meaningful after-tax value opportunities.
From Skeptic To Crypto Investor
- Eric initially dismissed crypto as unrealistic but changed his view after reading the white paper and reframing it as an asset.
- He now treats crypto like any other asset class and studies its market structure and trading behavior.
Markets Speak A Universal Language
- Markets across esoteric assets share the same core mechanics: liquidity, sizing, and supply-demand dynamics.
- Studying niche markets teaches universal lessons about risk, pricing, and investor behavior.