Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)

Capital Allocators – Inside the Institutional Investment Industry

Контент предоставлен Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

8d ago 39:41

MP3•Главная эпизода

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed.

Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023. We got back together to discuss how Eric has adapted to the changing environment, including One River’s shift from bespoke offerings to a total portfolio solution and the continued case for Bitcoin. Along the way, Eric shares his keen insights on portfolio construction, left-tail risks, and right-tail opportunities.

Take Capital Allocators Audience Engagement Survey

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

653 эпизодов

#Capitalallocation #Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator