Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I’ve shared in the past. Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain. Opto identifies key themes and ideas to help investors get exposure to structural growth trends through a daily newsletter, magazine, and podcast. Hadyn asked me some great questions that cover the difference in retail and institutional investing, aspects of my professional experience, insights from my conversations with Sam Zell, Joel Greenblatt, Chamath Palihapitiya, Mike Novogratz, and Dan Rasmussen, investing for the long-term, and reflections on the Buffett Bet. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership  Show Notes (3:11) Capital Allocators Mission (5:53) Ted’s background (10:16) Outperformance in the GFC (13:25) Insights in first book (16:40) Making Capital Allocators a success (19:41) Importance of contrarianism (23:26) Conviction for retail investors (29:54) Views on Buffett (35:02) Understanding digital assets (39:40) Themes for the next ten years (42:00) Thinking for the long-term (45:29) Summary of Ted’s bet (54:20) Closing questions 

Mike Novogratz, a prominent fund manager and cryptocurrency advocate, shares his insights on the evolution of crypto over the past decade. He discusses Wall Street's evolving perception and the significance of the recent Ethereum ETF approval. Mike explores the political dynamics affecting regulation and the potential impact of the upcoming 2024 election on crypto markets. He emphasizes the importance of community engagement and offers advice for young investors navigating this rapidly changing landscape.

This week on Prof G Markets, Scott speaks with Mike Novogratz, the founder and CEO of Galaxy Investment Partners, about crypto sociopaths and what it was like to look Sam Bankman-Fried in the eye just weeks before FTX’s collapse. They also discuss what’s next for Binance, government regulations, and why Mike doesn’t want Bitcoin to go to $1 million any time soon. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mike Novogratz, Galaxy founder and CEO, discusses Galaxy earnings, crypto market cycles, macro data, and politics. Topics include economic factors affecting Bitcoin, US elections, ETF adoption, Bitcoin vs gold, America's debt challenges, Trump's crypto stance, Bitcoin performance metrics, GameStop frenzy impact, and generational wealth disparities.

Mike Novogratz, Founder and CEO of Galaxy Digital, shares his insights on Bitcoin's remarkable rise, surpassing $90,000. He discusses the implications of political shifts and fiscal responsibility on the cryptocurrency landscape. Novogratz believes Bitcoin could be a strategic reserve for the U.S. government, especially amid inflation concerns. He also forecasts a staggering future price of $800,000 for Bitcoin, emphasizing its potential to rival gold. The conversation touches on the strength of the U.S. economy and the societal divisions linked to economic performance.

Mike Novogratz, an accomplished hedge fund manager and crypto expert, dives into the exciting world of Bitcoin and cryptocurrency. He predicts Bitcoin could hit $100k, exploring the driving factors behind its surge. The conversation also touches on Elon Musk's influence on Tesla and potential political shifts affecting stocks. Novogratz shares tips for new investors navigating this volatile market, emphasizing the importance of long-term strategies in crypto. His insights provide a thrilling glimpse into the future of investing and innovation in the financial landscape.

Billionaire Mike Novogratz discusses macro environment, Bitcoin, political overlay, regulation, and Galaxy's initiatives. Topics include Base's Ethereum L2, PropyKeys for minting home addresses on blockchain, Bitcoin's evolution, Galaxy's operations, and market dynamics with price predictions.

Mike Novogratz, CEO of Galaxy Investment Partners, discusses the macro environment, Fed's interest rate cuts, government spending's impact on Bitcoin and gold, and the potential of wider ETF ownership in the crypto industry.

In this discussion, Mike Novogratz, Founder and CEO of Galaxy Digital, offers insights as an early Bitcoin investor. He emphasizes the significance of Bitcoin surpassing $100K, marking a paradigm shift in digital assets. The conversation also delves into evolving investment strategies and the implications of economic trends on cryptocurrencies. Additionally, they touch on the global economic impact of events like the Russia-Ukraine war and highlight how wealthy collectors at Art Basel are capitalizing on this bullish sentiment.

In this discussion, Mike Novogratz, a seasoned cryptocurrency expert, forecasts Bitcoin's trajectory, asserting it won't dip below $72,000. He anticipates a climb toward $180,000 within 18 months. Trust in cryptocurrencies is highlighted, with a focus on stablecoins like Tether and USDC, exploring their influence and upcoming legislation centered on national security. Mike also predicts stablecoins becoming major holders of U.S. treasuries, emphasizing their growing role in the global economy.