Making Markets

Jim Bianco shares his contrarian view on interest rates, discusses the impact of COVID on the economy and the new consumer, introduces his fixed-income ETF, talks about cryptocurrency and the Red Sea crisis.

From making millions in poker to becoming a crypto VC, Haseeb Qureshi's journey is like a Netflix movie. He discusses Bitcoin ETF, Dragonfly Capital, and his biggest VC miss. Exploring the relationship between work, money, and happiness, he shares insights on investing and reflective moments in his career.

Edward Woodford, CEO and Co-Founder of Zero Hash, discusses major crypto use cases like payments, tokenization, remittances, and more. He also covers the US regulatory landscape, challenges in crypto adoption, and the fast-paced nature of the crypto market.

George Robertson, a highly interesting and contrarian investor, discusses his colorful career, the diminishing power of the Federal Reserve, and provocative claims on the market for US treasuries. He highlights the loss of the Fed's reaction function, the outcomes of their asset purchases, and the impact of massive government spending. Robertson also explores the role of sentiment and macroeconomics, concerns about market rigging, and shares insights on the current sentiment cycle and market manipulation.

David Kalk, former Macro Fund Manager and CIO of Reflexive Capital, discusses the current state of the crypto market including reflexivity, evaluating new tokens, Solana's resurgence, and the Bitcoin ETF. The podcast explores the concept of reflexivity in the crypto market, the structure of the Reflexive Capital fund, the ongoing regime transition in crypto trading, the impact of a Bitcoin ETF, the need for institutional investors in crypto, and the perspective of venture capitalists in the market.

In this podcast, the hosts discuss the Bitcoin ETF approval, Ethereum ETF prospects, Eric's transition from crypto to traditional markets, transferable skills from niche markets, top market performers living in paranoid states, and general outlook on venture capital speculation.

Mark Dow, former economist with the US Treasury and the IMF, talks about why economists struggle with trading, the significance of the Federal Reserve, misconceptions about monetary policy, the current risk cycle, modern monetary theory, asset price inflation and wealth inequality, and analyzing the state of the housing market.

Howard Lindzon, founding StockTwits, shares hilarious stories from his early career and discusses topics such as saying no to the Twitter deal, investing philosophy, the degen economy, and more in this entertaining podcast.

Author Eric Jorgenson discusses what he learned from writing 'The Almanack of Naval Ravikant' and 'The Anthology of Balaji'. They also talk about anti-capitalistic ideas, techno-optimism, and the economics of publishing. Topics include non-monetary values, the perception of technology, contrasting Naval Ravikant and Biology, the COVID pandemic's impact, and the economics of traditional publishing versus self-publishing.

Caroline Taylor, an art valuation expert, discusses the appraisal process for fine art and NFTs. Topics include block trading, irrevocable bids, and the place of NFTs in the art market. They also explore her background in art, transitioning from painter to curator, valuing and trading CryptoPunks, challenges in validation and building a data warehouse, concerns about AI in the industry, and the growth of NFTs in traditional art institutions.