Eric Peters

Eric Peters, leading One River Asset Management and Coinbase Asset Management, shares his expertise in macro investment and Bitcoin. He discusses strategic shifts in investment approaches following the pandemic, including dynamic convexity and systematic trading. Eric highlights Bitcoin's unique attributes as a digital asset and its potential role as a hedge against inflation. He also explores the evolution of cryptocurrency asset management, emphasizing tailored solutions and resilience in volatile markets, while maintaining an optimistic outlook on economic resilience and innovation.

Eric Peters, Founder and CIO of One River Asset Management, is known for orchestrating a historic $600 million Bitcoin purchase. In this discussion, he presents Bitcoin as a fascinating macro investment and foresees its coexistence with government digital currencies. He delves into the evolution of Bitcoin's legitimacy and its emerging institutional infrastructure. Peters discusses the strategic timing for investing in Bitcoin as a hedge against monetary debasement, while also addressing the risks and the growing institutional interest in cryptocurrencies.

Eric Peters, Founder and CIO of One River Asset Management, shares his journey from trader to fund manager and the lessons learned along the way. He discusses the sobering realities of the current market landscape, including the challenges of private equity and asset allocation. Eric highlights the importance of effective risk management, especially during crises, and dives into the intricacies of volatility and thematic macro strategies. His engaging 'Weekend Notes' also serve as a unique lens into market complexities, showcasing his insightful anecdotes and macro wisdom.

Eric Peters, CEO of Coinbase Asset Management and OneRiver, sheds light on institutional optimism around crypto. He discusses the rise of fiscal dominance and its impact on financial markets. Peters explores whether the four-year crypto cycle still holds and highlights upcoming opportunities in 2025. He also addresses the controversial role of meme coins in the market and compares the fundamentals versus narratives driving crypto investments. With insights from the frontlines, this conversation reveals how institutions are navigating today's turbulent landscape.

Eric Peters, CEO and CIO of One River and Coinbase Asset Management, sheds light on institutional crypto investments. He discusses the pivotal role of infrastructure providers like Coinbase in the crypto landscape. Tokenized equities are explored as game-changers for global market access. Peters emphasizes a transformative period in financial architecture and the strategic implications for Bitcoin, ETH, and Solana. He also navigates the challenges posed by national debt and evolving regulatory environments, hinting at innovations that could reshape cryptocurrency's future.

Eric Peters, Founder and CIO of One River Asset Management, shares insights from one of the world's largest institutional crypto hedge funds. He discusses how institutions perceive the crypto landscape post-2022 and the need for regulatory clarity. Peters highlights contrasting investment strategies between institutions and speculative traders, emphasizing a long-term approach. They delve into the fallout from the FTX collapse and its lessons, alongside the evolving relationship between traditional finance and crypto innovations.

In this discussion with Eric Peters, CIO of One River Asset Management, he dives into the competitive dynamics between the U.S., EU, and China amidst rising geopolitical tensions. He offers a keen perspective on how Federal Reserve policies could shape the future of the U.S. dollar, especially with the emergence of digital currencies. The conversation also touches on inflationary pressures and their effects on commodity prices and equity markets, along with insights from his new role in digital asset management.

Eric Peters, the Founder and CEO of One River Digital Asset Management, brings an institutional perspective to the crypto revolution. He discusses the seismic shifts in finance, particularly the generational and economic divides heightened by digital assets. Peters highlights the balance between innovation and regulation, exploring the potential consequences of a tech-driven future. With insights on Bitcoin’s role and the necessity of embracing cryptocurrencies, he presents a realistic take on the opportunities and risks that lie ahead.

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.

Eric Peters, Founder and CIO of One River Asset Management, shares his extensive trading journey that began in the Chicago pits. He reveals insights on the shocking fall of Peloton and stresses the importance of risk management in investing. Eric discusses the evolution of investment strategies in today’s volatile market and reflects on how his "Weekend Notes" enhance his engagement with the industry. Balancing work and family life, he emphasizes mentorship's life-changing power.