The Delphi Podcast

The Delphi Podcast
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Jun 3, 2020 • 56min

Avoiding Pitfalls & Crisis Investing

Kevin Kelly welcomes Cullen Roche, Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stocks and economic readings, and much more! Visit Orcam Financial Group: https://t.co/2QrUqP2CBW?amp=1 - Twitter: Cullen's Twitter: https://twitter.com/cullenroche Kevin's Twitter:https://twitter.com/Kevin_Kelly_II Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/     Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.     
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Jun 1, 2020 • 1h 1min

Andreas M. Antonopoulos: A Pragmatist’s View on The World & Its Future

Hosts Tom Shaughnessy and Medio Demarco sit down with Andreas M. Antonopoulos, the best-selling author, speaker, educator, and highly sought after expert in Bitcoin and open blockchain technologies. The group discuss the intersection of Bitcoin and geo-politics, social contracts, developer communities, the lightning network, what a dystopian future could look like and so much more.  View the Video Interview Here: https://youtu.be/7ESbJTN0cMw - Twitter: Andreas' Twitter: https://twitter.com/aantonop Tom's Twitter: https://twitter.com/Shaughnessy119 Medio's Twitter:https://twitter.com/mediodelphi Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. Medio Demarco owns tokens in RUNE, SNX and BTC.    
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May 28, 2020 • 45min

Macro Is Back

Kevin Kelly sits down with Teddy Vallee, Founder & CIO of Pervalle Global, to get his insights on the latest market rally, disappointing outlook for global equities, why small businesses in the US will be permanently impaired, and why BTC has such significant upside as an alternative for investors. Visit Pervalle Global's Website: https://pervalleglobal.com/ - Twitter: Teddy's Twitter: https://twitter.com/TeddyVallee Kevin's Twitter:https://twitter.com/Kevin_Kelly_II Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/     Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.     
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May 25, 2020 • 1h 2min

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger

On this episode, Tom Shaughnessy interviews a long time friend Ian Cassel. We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious microcap investing community, what Ian looks for in an investment and management team and so much more.  Checkout MicroCapClub: https://microcapclub.com/ - Twitter: Ian's Twitter: https://twitter.com/iancassel Tom Twitter:https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.     
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May 18, 2020 • 1h 10min

Market Dispersion & Post-Crisis Consequences

In this episode, Kevin Kelly sits down with Mark Yukso, the CEO & CIO of Morgan Creek  Capital Management and Managing Partner of Morgan Creek Digital Assets, to discuss the  current state of markets, implications of extreme policy decisions in the wake of COVID-19, and the potential role Bitcoin and crypto will play in its aftermath. Mark shares invaluable insights from his +25yrs in investment management, drawing parallels to prior downturns and tech cycles while sharing his views on where we're headed in the New Normal. View Video Interview Here: https://www.youtube.com/watch?v=0S_6UntZ1eI - Twitter: Mark Yusko Twitter: https://twitter.com/MarkYusko   Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II   Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.     
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May 13, 2020 • 39min

Multicoin’s Ben and Tony: The Trust Spectrum

In this episode, Tom Shaughnessy talks with Ben Sparango and Tony Sheng of Multicoin capital to discuss their latest report on The Trust Spectrum. We will keep this short, as the episode covers everything - enjoy and share! - Check out the Trust Spectrum Report: https://multicoin.capital/2020/03/24/trust-spectrum/ - Twitter: Ben's Twitter: https://twitter.com/bennybitcoins Tony's Twitter: https://twitter.com/tonysheng Tom Twitter:https://twitter.com/Shaughnessy119 Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/     Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service.     
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May 11, 2020 • 56min

The Tie’s Joshua Frank: The State of Digital Assets

In this episode,Kevin Kelly talks with Joshua Frank, CEO of The Tie about their mega 60 page State Of Digital Assets Report. The Tie filters 850M+ tweets per day, tracks unique sentiment, conducted in-depth interviews and analyzed the wisdom of the crowd for this mega report.   Check out the report: https://www.etoro.com/en-us/crypto/quarterly-report/   Resources Mentioned:  Link to the State of Digital Assets Report: https://www.etoro.com/en-us/crypto/quarterly-report/ The Tie Twitter: https://twitter.com/TheTIEIO Chain Reaction Twitter: https://twitter.com/chainpodcast Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II Support The Show Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. 
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May 6, 2020 • 1h 4min

Haseeb Qureshi and Kevin Wang: Nervos’ Strategy in China

Host Tom Shaughnessy talks to Haseeb Qureshi, Managing Partner at Dragonfly Capital ($100M fund) and and Kevin Wang, co-founder of Nervos. On this episode the three discuss the benefits of a localization strategy in China, competition between layer-1 blockchains, what makes Nervos different (specifically token economics and sustainability are covered) and much more. If you enjoy this episode, please share it! Video Can Be Viewed Here: https://youtu.be/fubeSokngY8 Access Delphi's Research Here: https://www.delphidigital.io/ Resources Mentioned:  Haseeb's Twitter: https://twitter.com/hosseeb Kevin's Twitter: https://twitter.com/knwang Nervos: https://twitter.com/NervosNetwork Chain Reaction YouTube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Chain Reaction Twitter: https://twitter.com/chainpodcast Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119 Support The Show Check Out Delphi Digital's Research https://www.delphidigital.io/ ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15. https://bit.ly/3bundEl Visit Delta Exchange For A $10 Welcome Bonus! https://www.delta.exchange/Tom   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. 
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May 3, 2020 • 1h 16min

Tavi Costa and Kevin Kelly: Deficits, Debasements & Disconnects

In this episode,Kevin Kelly brings back Tavi Costa, of Crescat Capital to discuss his latest market outlook, the drastic disconnect between markets and the underlying economy, the growing risk of fiat currency debasement, consequences of historic monetary & fiscal responses, and why the current backdrop is bullish for scarce assets like gold, precious metals, and bitcoin in the coming years. Resources Mentioned:  Link to Crescat Capital’s latest Macro Outlook -- https://www.youtube.com/watch?v=qfisLXIoi8M Link to Tavi’s previous episode – https://letstalkbitcoin.com/blog/post/chain-reaction-tavi-costa-kevin-kelly-macro-madness Tavi Costa Twitter: https://twitter.com/TaviCosta Chain Reaction Twitter: https://twitter.com/chainpodcast Kevin Kelly Twitter: https://twitter.com/Kevin_Kelly_II Support The Show ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15. https://bit.ly/3bundEl Visit Delta Exchange For A $10 Welcome Bonus! https://www.delta.exchange/Tom   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. 
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Apr 30, 2020 • 42min

Brian Klein: Crypto’s Most Esteemed, High Stakes Lawyer

Host Tom Shaughnessy talks to Brian Klein, partner at Baker Marquart, LLP. Brian is one of the most well known lawyers in the space with clients including Erik Voorhees, Block.One, Tezos' Kathleen and Arthur Brietman and others. On this episode we discuss representing major clients in the space, Brian's thoughts on the Telegram case, regulations (SEC) and more.   Resources Mentioned:  Brian's Twitter Account: https://twitter.com/brianeklein Baker Marquart: https://www.bakermarquart.com/index.php/trial-lawyers/brian-klein Chain Reaction Twitter: https://twitter.com/chainpodcast Tom Shaughnessy Twitter: https://twitter.com/Shaughnessy119 Support The Show ZenLedger is the official tax software of Chain Reaction for crypto investors and accountants. Get a 15% discount when you use code Chain15. https://bit.ly/3bundEl Visit Delta Exchange For A $10 Welcome Bonus! https://www.delta.exchange/Tom   Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Tom Shaughnessy owns tokens in ETH, BTC, CKB, STX, SNX, RUNE, sUSD, and HNT. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. 

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