Podcasts about brevan howard

Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.As for Andy's formal background, his bio reads as follows:Andy Constan graduated with a degree in Bioengineering from the University of Pennsylvania in 1986.Following he spent 35 years investing and trading global equities, spending 17 years at Salomon Brothers.Following he started honing his Macroeconomic Knowledge in 2010 working at Bridgewater Associates and Brevan Howard.Since then he has worked on growing Damped Spring Advisors.We hope you enjoy the conversation.

If you're enjoying the content, please like, subscribe, and comment!Please consider supporting the show! https://anchor.fm/worldxppodcast/supportSamir's Links: https://samirvarma.com/https://www.substack.com/@samirvarmaSamir is an Author, Physicist, Entrepreneur, Inventor, and Hedge Fund Manager. He has a PhD in Theoretical Physics from The University of Texas. The incomparable E.C.G. Sudarshan was his advisor and Nobelist Steven Weinberg was on his dissertation committee. He is the author of The Physics of Free Will: How Determinism Affects Everything from The Future of AI to Traffic to God to Bees. He is working on a second book tentatively titled, I Wish I Had Known That about economics, finance and politics.Jon's Links: https://x.com/jturek18Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a PM at Brevan Howard and as an analyst at Moore capital.______________________Follow us!@worldxppodcast Instagram - https://bit.ly/3eoBwyr@worldxppodcast Twitter - https://bit.ly/2Oa7BzmYouTube - http://bit.ly/3rxDvULSpotify - http://spoti.fi/3sZAUTG#trump #tariffs #economy #economics #trader #trade #politics #geopolitics #tax #taxes #currentaffairs #currency #subscribe #explore #explorepage #podcastshow #longformpodcast #longformpodcast #podcasts #podcaster #newpodcast #podcastshow #podcasting #newshow #worldxppodcast #viralvideo #youtube

After a two-year hiatus, we're excited to announce that we are bringing back the Prometheus Podcast. To kick off our first episode, we're joined by our friend Andy Constan of Damped Spring. Andy's the founder and CIO of Damped Spring Advisors, with a long track record at some of the top macro hedge funds in the world, including Bridgewater and Brevan Howard.In this episode, Aahan and Andy dive into Andy's investment framework — from the structuring beta and alpha portfolios to the role of risk premium, positioning, and the evolving interaction between fiscal and monetary policy. They also discuss the macro backdrop and evaluate the most attractive reward-to-risk opportunities using Andy's framework. This conversation was equally educational and actionable, and we're sure you'll enjoy it, so make sure to give it a listen. Until next time. Get full access to Prometheus Research at www.prometheus-macro.com/subscribe

Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio. Earlier in his career, Johny spent 11 years at Citigroup, leading a team in equity derivatives trading following the acquisition of Salomon Brothers, where he began his career. His expertise spans fixed income, equities, FX, credit, and derivatives strategies, including relative value and volatility arbitrage trading. This podcast covers lessons learned during his time at Saloman Brothers and Brevan Howard, experience of trading before the GFC, thoughts on the US economy – growth, inflation and tariffs, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Today on The Milk Road Show, we welcome macro specialist Jonny Matthews (ex-Brevan Howard, portfolio manager of $500M) to discuss the global economic landscape and its impact on your investments. Is the US economy too strong? Can crypto thrive in a world of persistent inflation? Jonny shares his contrarian views on where capital is flowing and why the next six months are critical. ~~~~~

In this episode of Nalu Finance, we welcome Andy Constan, CEO and CIO of Damped Spring Advisors, to explore the fascinating world of macroeconomic investing. Andy shares his journey from working at renowned firms like Bridgewater and Brevan Howard to founding Damped Spring, a research firm that has garnered an impressive following among top institutional investors. We discuss his unique investment philosophy, the role of market dynamics, and the lessons learned from navigating significant market events.Whether you're interested in understanding macro strategies, the impact of central bank policies, or how to stay ahead in turbulent markets, this episode offers invaluable insights. Tune in to learn how Andy's expertise can help you think differently about risk, investments, and portfolio management.

Host: Tracy Shuchart for MicDropMarketsGuests: Andy Constan DampedSpring.comAndy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates as an Idea Generator and most recently at Brevan Howard as Chief Strategist. Andy spent the first part of his career at Salomon Brothers and its successor companies. After 17 years at Salomon and as the Head of Global Equity Derivatives, Andy left and started two relative value hedge funds specializing in Multi-Asset Volatility Arbitrage and Capital Structure Arbitrage. Throughout his career, Andy has developed a keen cutting edge understanding of systematic quantitative research and investment while also deeply appreciating the importance of the insights that arise from discretionary investing strategies.Bill FleckensteinFleckensteinCapital.comLegendary Hedge Fund manager Bill Fleckenstein. Who called the dotcom bubble in the 1990s and the 2008 collapse. Bill graduated from the University of Washington with a major in Mathematics, and joined the prestigious Wall Street firm Kidder Peabody in 1979. In 1982 he launched his own firm. He has written daily commentary on market action since 1996 and FleckensteinCapital.com was launched in 2003. He is also a bestselling author. His book is titled: Greenspan's Bubble: The Age of Ignorance at the Federal Reserve published in January of 2008.Carol RothCarolRoth.comMedia: 12+ years of on camera experience. Judge, America's Greatest Makers (TBS). Host, Microsoft's Office Small Business Academy. Panelist, Closing Bell (CNBC) and Bulls and Bears (Fox Business). Radio Host (WGN). Host of Don't Quit Your Day Job…Yet (CNBC.com).Weekly commentator on current events, business, finance, markets, the economy, small business, news, current events and more. Featured in documentaries including Live Another Day and Prohibition. Interviewer of celebrities, business moguls and presidential candidates, among others.Business: “Recovering” investment banker. Billions of dollars' worth of transaction experience. Public and private company board member experience. Advisor + consigliere to private equity professionals, C-level management and high-performing entrepreneurs. Creator of the Future File legacy planning system. CCO (Chief Customer Officer) and developer of proprietary customer loyalty models. Run and design customer loyalty programs. Expert in finder's fees. Small business advocate and expert. Investor in private companies, primarily established, bridge to exit scenarios or board roles. Advocate for economic freedom and wealth creation. Speaker, host, emcee and panel moderator for some of the biggest companies and organizations in the world. Received a standing ovation from Richard Branson.Content Creation: 2x New York Times bestselling author. Books include The Entrepreneur Equation, The War on Small Business and You Will Own Nothing. Writer of op-eds and an economic newsletter. Developing scripted and...

Kuleen Nimkar is the head of growth at the Solana Foundation.Topics:- Solana's growth in adoption - Solana Blockchain Links - Blinks - Solana Phone - DePin projects on Solana - Hedge fund Brevan Howard's WebN Group and financial services giant Nomura's Laser Digital tokenizing on Solana- Memecoins on Solana - good or bad? - Is Solana Centralized and has the downtime issues problem been resolved? Show sponsor -

Je vous parle ici d'Elie El Hayek, qui a très gentiment accepté de discuter avec moi pour mon podcast Voix de la finance.Dans cette interview, j'ai d'abord découvert un homme souriant, solaire et humble. Pourtant, ça n'a pas toujours été simple pour Elie, qui nous raconte dans cette discussion comment, jeune, il a dû faire face à la guerre au Liban, alternant alors entre ses cours et la résistance lors de ses années blanches.Puis, j'ai découvert un homme brillant qui a eu et qui continue d'avoir une très belle carrière en finance. Elie commence d'abord chez JP Morgan, banque américaine qu'on ne présente plus mais où beaucoup veulent finir ; puis il rejoint HSBC où il monte dans l'organisation jusqu'à atteindre le poste prestigieux de Managing Director - Global Head of Fixed Income. Enfin, pour des raisons qu'il explique dans le podcast, il déménage à Abu Dhabi et rejoint Brevan Howard, l'un des hedge funds les plus importants et connus du monde.C'était la première fois que j'échangeais avec une personne travaillant directement dans un hedge fund (et pas n'importe lequel !) et je peux vous dire que grâce à cette rencontre, j'ai vraiment beaucoup appris. Ce podcast est une vraie mine d'or !Ne manquez vraiment pas cet échange avec Elie El Hayek. Merci Elie El HayekVoix de la financeHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master's in finance from the ETH/University of Zurich and a master's in economics from Bocconi University. In this podcast we discuss what is happening in the US labour market, whether the market pricing a soft landing, Fed hikes and the US cycle, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Drop 1: PayPal, Venmo to Accept ENS's Human-Readable Blockchain Nameshttps://www.coindesk.com/tech/2024/09/10/paypal-venmo-to-accept-enss-human-readable-blockchain-names/Drop 2: VPUs for zk proofhttps://polygon.technology/blog/fabric-teams-up-with-polygon-labs-to-introduce-revolutionary-hardware-verifiable-processing-units-vpus-for-zk Drop 3: NUbank shuts down NUcoin https://br.cointelegraph.com/news/nubank-announces-end-of-sale-of-nucoin-users-must-exchange-for-btc-or-usdc-to-avoid-losing-assets More: OneFootball Launch Web3 Loyalty Program - OneFootball Clubhttps://newsletter.sportingcrypto.com/p/onefootball-launch-web3-loyalty-program-onefootball-clubQatar Financial Centre Issues QFC Digital Assets Framework 2024https://www.qfc.qa/en/media-centre/news/list/qatar-financial-centre-issues-qfc-digital-assets-framework-2024Telefónica joins Polygon Privado IDhttps://cointelegraph.com/news/telefonica-tech-joins-polygon-privado-id-system-integratorUK's new Property bill seeks to clarify crypto's legal status in the country https://www.gov.uk/government/news/new-bill-introduced-in-parliament-to-clarify-cryptos-legal-statusRipio+Visa launch DeFi card in Brazilhttps://br.cointelegraph.com/news/big-announcement-for-the-cryptocurrency-market-in-brazilThe North Carolina Senate passed a bill on Monday that bans state participation in CBDC testing sponsored by the Federal Reserve.https://www.theblock.co/post/315505/north-carolina-cbdc-billCoinbase launches wrapped Bitcoin, cbBTChttps://www.coinbase.com/en-gb/blog/coinbase-wrapped-btc-cbbtc-is-now-liveVisa, Brevan Howard and Castle Island release new stablecoin reporton emerging markets https://castleisland.vc/writing/stablecoins-the-emerging-market-story/NMKR, Cardano's largest NFT platform announces support for Solanahttps://x.com/nmkr_io/status/1834681544541122685 . Redes sociais / comms.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com

Drop 1: PayPal, Venmo to Accept ENS's Human-Readable Blockchain Nameshttps://www.coindesk.com/tech/2024/09/10/paypal-venmo-to-accept-enss-human-readable-blockchain-names/Drop 2: VPUs for zk proofhttps://polygon.technology/blog/fabric-teams-up-with-polygon-labs-to-introduce-revolutionary-hardware-verifiable-processing-units-vpus-for-zk Drop 3: NUbank shuts down NUcoin https://br.cointelegraph.com/news/nubank-announces-end-of-sale-of-nucoin-users-must-exchange-for-btc-or-usdc-to-avoid-losing-assets More: OneFootball Launch Web3 Loyalty Program - OneFootball Clubhttps://newsletter.sportingcrypto.com/p/onefootball-launch-web3-loyalty-program-onefootball-clubQatar Financial Centre Issues QFC Digital Assets Framework 2024https://www.qfc.qa/en/media-centre/news/list/qatar-financial-centre-issues-qfc-digital-assets-framework-2024Telefónica joins Polygon Privado IDhttps://cointelegraph.com/news/telefonica-tech-joins-polygon-privado-id-system-integratorUK's new Property bill seeks to clarify crypto's legal status in the country https://www.gov.uk/government/news/new-bill-introduced-in-parliament-to-clarify-cryptos-legal-statusRipio+Visa launch DeFi card in Brazilhttps://br.cointelegraph.com/news/big-announcement-for-the-cryptocurrency-market-in-brazilThe North Carolina Senate passed a bill on Monday that bans state participation in CBDC testing sponsored by the Federal Reserve.https://www.theblock.co/post/315505/north-carolina-cbdc-billCoinbase launches wrapped Bitcoin, cbBTChttps://www.coinbase.com/en-gb/blog/coinbase-wrapped-btc-cbbtc-is-now-liveVisa, Brevan Howard and Castle Island release new stablecoin reporton emerging markets https://castleisland.vc/writing/stablecoins-the-emerging-market-story/NMKR, Cardano's largest NFT platform announces support for Solanahttps://x.com/nmkr_io/status/1834681544541122685 . Redes sociais / comms.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including how Coinbase Asset Management is entering the tokenization race. Company of the Week - Herwig: Libre: https://www.librecapital.com/  Company of the Week - Kyle: Coinbase Asset Management: https://www.cbassetmgmt.com/   = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial  The Market Movements 1. Coinbase Asset Management Rumored to Join Money Market Fund Race: https://www.coindesk.com/business/2024/07/24/coinbase-asset-management-plans-tokenized-money-market-fund-a-hot-area-after-blackrocks-buidl-success-sources/  2. Superstate Launches 2nd Product: Crypto Carry Fund (USCC): https://superstate.co/blog/introducing-superstate-crypto-carry-fund-uscc  3. Libre Expansion Brings 3 Funds to Solana: BlackRock, Hamilton Lane, and Brevan Howard: https://www.coindesk.com/business/2024/07/23/solana-sees-arrival-of-nomura-brevan-howard-affiliated-tokenization-firm-libre/  4. Top Italian Banks Participate in €25M ECB-Issued Tokenized Bond Trial on Polygon: https://www.coindesk.com/business/2024/07/18/italys-top-banks-participate-in-25m-digital-bond-issuance-on-polygon-in-ecb-trial/  5. Etherfuse Raises $3M to Tokenize Bonds in Mexico: https://www.theblock.co/post/306490/tokenization-platform-etherfuse-funding-valuation  The Token Debrief 1. BNP Paribas Issues First Eurozone Sovereign Digital Bond for Slovenia 2. BlocHome Issues €4M Real Estate Offering via Black Manta; 75% Filled 3. Coach K Gaming Portfolio ($CKGP) Raises $500K on IX Swap 4. Schroders Capital and Hannover Re Tokenize Reinsurance in Pilot 5. BlackRock's BUIDL Fund Applies for Ethena Reserves Allocation 6. Polytrade to Support Centrifuge Base-Issued Lending Pools 7. Mountain Protocol Receives Class F License from Bermuda Monetary Authority 8. RACE Launches L2 Blockchain on OP Stack for RWA Tokenization 9. Ownera to Offer Canton Network Assets via Tokenization Routers 10. Chintai Expands to US Markets via Partnership with Allo 11. INX and Republic Reaffirm Primary and Secondary Market Partnership  = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ • 0:16 Introduction • 1:18 The Market Movements • 19:09 The Token Debrief • 22:38 Companies of The Week: Libre and Coinbase Asset Management

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast, we discuss late cycle dynamics, concerns about China, impact on Europe, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ This is a recorded version of Jack's macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin. __ Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Joseph's work https://fedguy.com/ Follow Julian Brigden on Twitter https://twitter.com/JulianMI2 Julian's work https://t.co/qdroC4L86V Follow Michael Howell on Twitter https://twitter.com/crossbordercap Michael's work https://www.crossbordercapital.com/ Follow Jonny Matthews on Twitter https://twitter.com/super_macro Jonny's work https://super-macro.com/ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:18) Will Stocks Continue To Crush Bonds? (07:24) U.S. Economy Continues To Outperform Rest Of World (12:37) Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates (17:52) VanEck Ad (22:57) Michael Howell: Liquidity Is Continuing To Rise (30:17) Interest Rates And The Dollar (31:47) Views On Crypto (38:33) Concluding Prediction On Stocks Bonds And Bitcoin __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Jordi and G3 are joined by special guest Robert Bogucki, a Portfolio Manager at Brevan Howard, where he leads liquid trading for BH Digital, the firm's digital assets business.Rob's perch puts him right in the middle of the action when it comes to crypto flows, trends and narratives. He is also an old friend of Jordi's who, as our listeners know, has a sharply defined vision for where crypto is heading. With a little friendly provocation by G3, these two one-time derivatives traders had the green marbles flying in no time. Please check important disclosures at the end of the episode This podcast was recorded on February 27th. Timestamps:How did Rob make the transition into crypto? [9:35]Who helped Rob overcome his initial skepticism on crypto? [14:49]How does Jordi view Bitcoin vs. other digital assets such as Ethereum and Solana? [27:54]What is the importance of the Bitcoin spot ETF to the macro landscape? [36:57]What is Rob's perspective on crypto's inherent volatility? [50:45]Resources:Linkedin Biography for Robert Bogucki9 Spot Bitcoin ETFs Break Volume RecordsUnraveling the Difference Between Bitcoin, Ethereum and SolanaHow Hedging Helps Bitcoin Miners Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Thanks for joining us each week for 100 episodes of the Lagniappe Podcast. We'll continue our conversation from last week about small and large caps and what it means to have such a large gap between them. We'll then look back on a great January and how it falls in line historically, check in on bond market predictions, and track the normalization of the economy after rapid growth and rate hikes. And like every other podcast, we'll discuss Taylor Swift in the run-up to the Super Bowl.  Key Takeaways [00:18] - Historical data on times when small and large caps had such wide dispersions [05:48] - How a fantastic start to 2024 stacks up with historical Januarys [08:28] - A friendly back-and-forth on Doug's bond market prediction from last year [13:52] - Layoffs are here as the economy slows [17:46] - Emerging housing markets index [22:45] - The economics of the Super Bowl and Taylor Swift  Links Europe regulates its way to last place Europe has never been this cheap versus the US Bilello: Will small-caps have their day in the Sun? Brevan Howard's top economist sees 3 huge macro turning points under way Winter emerging housing markets index The true story behind Masters of the Air Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Major stories developing on the global economic front, including:Wall Street Eyes White House RaceBrevan Howard's Recession WarningStock Market Gaining MomentumTreasury Market Transformation Wall Street Buying Spicy Treasury DipHedge Funds Score BigInvesting Titans Flee Asia Hong Kong Stocks SlideChina Doubts Grow Deeper Budgeting is #Trending on  TikTokFinWeekly has all the details on the latest market and financial news: In this week's episode, we delve into the intricate intersection of politics and finance as Donald Trump solidifies his position as the likely Republican nominee, prompting Wall Street to closely monitor potential market shifts. Brevan Howard's chief economist, Jason Cummins, challenges the consensus, predicting a 2024 recession and urging mindfulness of monetary policy's interplay with geopolitical shifts. We explore the current resilience of stock markets amid strong economic data and expectations for 2024 Fed rate cuts, while SEC Chair Gary Gensler's plans to reshape Treasury Markets through central clearinghouses grab attention. Major Wall Street players advise caution amid early expectations for central bank rate cuts. Hedge funds, led by influential managers, delivered impressive 2023 results, sparking scrutiny of risks. Internationally, Asia's hedge fund founders shift to global giants, driven by high interest rates favoring larger firms. Meanwhile, China's stock market downturn and skepticism about its economic prospects impact currency and bond markets. Tune in for essential insights into the dynamic world of finance! Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landing. Nonetheless, there are aspects of the current landscape that are unsettling. Inflation has come down, but there's significant debate as to why and how sustainable that move is. Geopolitics is another source of concern, given multiple ongoing conflicts. According to Jason Cummins, the chief economist and head of research at macro hedge fund Brevan Howard, we're currently seeing the demise of three different eras: the end of secular stagnation, the end of China's "get rich it all costs" era, and the end of "the end of history," as liberal democracy clashes with other competing frameworks. On this episode of the podcast, we talk about how these ideas are applied practically, in terms of trades, and also why he believes that recession is coming to the US economy in 2024.See omnystudio.com/listener for privacy information.

It's a tough time to be an investor. There are cross-currents galore in the macro data, the financial headlines, policy decision-making, and market technicals. After the easy decade that followed the Great Financial Crisis where markets dependably churned higher year after year and you could make money just going long pretty much any stock or ETF and "buying the dips" along the way -- suddenly it's taking a lot more hard work to earn a good return. What are the keys to investing success in today's more uncertain environment? For guidance, we're fortunate to talk with Andy Constan, founder of the macroeconomic research firm Damped Spring. His work there builds on his earlier tenure at elite firms like Solomon Brothers, Bridgewater and Brevan Howard. He sees the likelihood of a 'soft landing' as low given today's economic challenges. And in his explanation, he delivers a detailed summary of how the Reverse Repo Programm (RRP) and the Bank Funding Term Program (BFTP) work. Follow Andy at https://dampedspring.com/ Or on X/Twitter at @dampedspring SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel, including this interview with Andy. #bftp #softlanding #reverserepo

#tokenization #digitalassets #securitytoken   Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin & Jason Baraza cover the industry leading headlines and market movements, including how BlackRock CEO Larry Fink says tokenization is the end of financial corruption!   Company of the Week - Herwig: Texture Capital: https://www.texture.capital/   Company of the Week - Kyle: Deutsche Borse: https://deutsche-boerse.com/dbg-en/    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ   All articles that were discussed were sourced from https://STOmarket.com/news    Check out our medium blog for more news!   Token Debrief   Larry Fink (BlackRock CEO) Tells CNBC Tokenization Eliminates Corruption: https://www.cnbc.com/2024/01/12/blackrocks-larry-fink-says-bitcoin-etfs-are-just-the-first-step-in-the-technological-revolution-of-finance.html   Delta Capita and Montis Group Partner on New CSD Solution: https://www.assetservicingtimes.com/assetservicesnews/fundservicesarticle.php?article_id=15205&navigationaction=fundservicesnews&newssection=Fund%20Services#:~:text=Following%20the%202023%20launch%20of,using%20deposit%20tokens%20and%20delivery   Archax's Capital Protect Note Program for Institutional Crypto Exposure: https://blog.archax.com/resources/archax-capital-unveils-groundbreaking-capital-protect-note-program#:~:text=The%20Capital%20Protect%20Note%20Program,potential%20upsides%20of%20cryptocurrency%20investments.   Assetera Receives Virtual Asset Service Provider (VASP) License in Austria: https://www.fma.gv.at/en/cross-sectoral-topics/prevention-of-money-laundering-terrorist-financing/registration-of-virtual-asset-service-providers/   NASD Digital Securities Platform Receives Regulatory Nod in Nigeria: https://www.vanguardngr.com/2024/01/nasd-receives-secs-approval-to-launch-digital-securities-platform/   Deutsche Börse Finalizes FundsDLT Acquisition: https://www.deutsche-boerse.com/dbg-en/media/press-releases/Deutsche-B-rse-announces-successful-acquisition-closing-of-leading-digitised-fund-distribution-platform-FundsDLT-3818180   The Market Movements   Libre Unveiled by Nomura, Backed by Brevan Howard & Hamilton lane: https://www.ledgerinsights.com/fund-tokenization-protocol-libre-to-launch-with-hamilton-lane-brevan-howard/   New Tokenized Reg A+ Offering: Scimar in Partnership with Texture Capital: https://www.linkedin.com/posts/texture-capital_tokenization-rwa-digitalsecurities-activity-7079146289803747328-aOEH?trk=public_profile_like_view   WisdomTree Prime Announces 3 New Digital Funds: https://www.marketscreener.com/quote/stock/WISDOMTREE-INC-8515286/news/WisdomTree-Inc-Announces-the-Launch-of-Three-New-Digital-Funds-45608384/   New Hotel Ownership Platform RSRV by Elevated Returns, tZERO, & Science Ventures: https://www.businesswire.com/news/home/20240110965821/en/RSRV-Launches-Hotel-Ownership-Marketplace = Check out our Companies = Security Token Group: http://securitytokengroup.com/  Security Token Advisors: http://www.securitytokenadvisors.com/  Security Token Market: https://stm.co InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction: BlackRock CEO Says Tokenization is the End of Financial Corruption 0:57 The Token Debrief 16:05 The Market Movements 27:20 Companies of The Week: Texture Capital, Deutsche Borse

Drop 1: FOX Verify on Polygonhttps://polygon.technology/blog/fox-corporation-taps-polygon-pos-to-power-verify-an-open-protocol-for-content-and-image-verificationDrop 2: Arbitrum feeshttps://twitter.com/arbitrum/status/1742954565341700135Drop 3: BVNK + Deriv + Solanahttps://ffnews.com/newsarticle/cryptocurrency/deriv-and-bvnk-join-forces-to-bring-solana-payments-to-millions-of-traders-globally/..More JP Morgan and Bain, Tokenization reporthttps://www.jpmorgan.com/onyx/content-hub/how-tokenization-can-fuel-opportunityTRM Labs Crypto Policy Reporthttps://www.trmlabs.com/post/trm-labs-finds-link-between-stronger-regulation-and-reduced-illicit-activity-in-new-reportNomura's Libre protocol to launch with Brevan Howard and Hamilton Lane tokenized fundshttps://www.ledgerinsights.com/fund-tokenization-protocol-libre-to-launch-with-hamilton-lane-brevan-howard/Circle files for IPOhttps://blocktrends.com.br/circle-emissora-do-usdc-entra-com-pedido-de-ipo-na-sec/BIS, Swiss National Bank and World Bank, launch project on multi-country Promissory Noteshttps://www.bis.org/about/bisih/topics/fmis/promissa.htm . Redes sociais / comunicação.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

Drop 1: FOX Verify on Polygon ⁠https://polygon.technology/blog/fox-corporation-taps-polygon-pos-to-power-verify-an-open-protocol-for-content-and-image-verification⁠ Drop 2: Arbitrum fees ⁠https://twitter.com/arbitrum/status/1742954565341700135⁠ Drop 3: BVNK + Deriv + Solana ⁠https://ffnews.com/newsarticle/cryptocurrency/deriv-and-bvnk-join-forces-to-bring-solana-payments-to-millions-of-traders-globally/⁠ ..More JP Morgan and Bain, Tokenization report ⁠https://www.jpmorgan.com/onyx/content-hub/how-tokenization-can-fuel-opportunity⁠ TRM Labs Crypto Policy Report ⁠https://www.trmlabs.com/post/trm-labs-finds-link-between-stronger-regulation-and-reduced-illicit-activity-in-new-report⁠ Nomura's Libre protocol to launch with Brevan Howard and Hamilton Lane tokenized funds ⁠https://www.ledgerinsights.com/fund-tokenization-protocol-libre-to-launch-with-hamilton-lane-brevan-howard/⁠ Circle files for IPO ⁠https://blocktrends.com.br/circle-emissora-do-usdc-entra-com-pedido-de-ipo-na-sec/⁠ BIS, Swiss National Bank and World Bank, launch project on multi-country Promissory Notes ⁠https://www.bis.org/about/bisih/topics/fmis/promissa.htm⁠ . Redes sociais / comunicação .. ⁠Instagram.com/blockdropspodcast⁠ .. ⁠Twitter.com/blockdropspod⁠ .. Blockdrops.lens .. Meu conteúdo em inglês ⁠twitter.com/0xmauricio⁠ .. Newsletter do linkedin ⁠https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272⁠ .. ⁠blockdropspodcast@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward Guidance to share his view on markets and the economy. Having netted a near 100% return in 2022 with a very large short in Treasury bonds, Matthews has been a proud “recession denier” for several years. While he is now concerned with some worrisome data in the U.S., Matthews continues to believe that an imminent recession in the U.S. is unlikely. Matthews and Farley also discuss the dangers of correlation trades, the challenges of currency trading, the severe slowdown in Europe, and the perils of variance swaps in 2008 and Long-Term Capital Management. Filmed on November 2, 2023. -- MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio: https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[…]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes -- Follow Jonny Matthews on Twitter https://twitter.com/super_macro Super Macro: https://t.co/jfb5Vw982B Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Timestamps: (00:00) Introduction (02:34) Jonny's Massive Trade Shorting Bonds (07:18) Analyzing Bond Demand Is Too Hard: Jonny Prefers To Track The Economy (11:47) Concerning Changes In Recent Economic Data (17:29) Pushing Back Against Jonny's "Recession Denier" Thesis (21:13) Manufacturing Can Enter Recession While Overall Economy Is Not In Recession (22:53) Excess Savings Indicate American Consumer Still Flush With Cash (26:59) Jonny's Macro Trades As Of November 2023 (29:41) Real Rates Are Unlikely To Go Much Higher (31:55) Curve Will Likely Re-Steepen When Fed Cuts Rates (39:39) Economy in Europe Is "Much Much Weaker" (41:33) Views On The Dollar & The Euro (42:55) Bank of England & Inflation In the U.K. (47:47) View On British Stocks (50:16) China & Japan (01:00:22) Trading Volatility Is Different Than Trading The Underlying Asset (01:03:08) The Danger of Correlations Trades: Ghosts of 2008 (01:05:40) Long-Term Capital Management (LTCM) Blow-up -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. 

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell-side which included working at UBS and Dresdner. Boris will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast we discuss: the impact of fiscal policy on growth, how rates sensitivity of private sector has changed, recession odds, and much more.   Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Boris Vladimirov is a market strategist at Goldman Sachs. I have been a close friend of Boris for over 15 years, and I met him when he was a bond speculator for the macro hedge fund Brevan Howard. Get full access to What Happens Next in 6 Minutes with Larry Bernstein at www.whathappensnextin6minutes.com/subscribe

In this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. Andy has spent his career working at some of the most successful firms in the asset management industry, including Bridgewater and Brevan Howard and he explains how the lessons he has learned throughout his career led to how he constructs his portfolio today. We discuss how he combines a risk parity approach with alpha seeking strategies to maximize long-term returns and minimize risk. We also cover Andy's current view on stocks and bonds, factor investing, international diversification and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/excess-returns-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠

In today's episode, we had the privilege of sitting down with Jonny Matthews, a true luminary in the finance industry boasting an impressive 28-year track record. Jonny's journey commenced during the legendary 'Liar's Poker' era at Salomon Brothers. Jonny later ascended to prominence as a Portfolio Manager, adeptly overseeing up to $500 million in assets at the renowned hedge fund Brevan Howard. Before his tenure at Brevan Howard, Jonny honed his craft at Citibank, where he mastered equity derivatives trading , ultimately ascending to the role of Managing Director and leading a substantial trading team.Remarkably, Jonny remains an active trader today, driven by his unwavering focus on macroeconomic trends and their profound influence on the markets.In addition to his illustrious career, Jonny shares his profound market wisdom through his widely acclaimed newsletter, presently known as "Macroscope," soon to be rebranded as "Super Macro."Join us as we embark on Jonny Matthews' extraordinary journey, gaining exclusive insights into the dynamic world of markets, trading, and the rollercoaster ride that is an integral part of a trader's life at the pinnacle of the financial world.You can follow Jonny on his twitter feed @supermacro AlphaMind: Powering Performance in Global Markets AlphaMind brings powerful change, growth and development to people and businesses within global markets. Driven by a deep understanding of how markets work, and how people and businesses function within them, we partner with clients to create personal performance improvements that elevate returns across their trading activities.Go to the AlphaMind website to know more.

Interview Recorded - 29th of August, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor.During our conversation we spoke about Andy's thoughts on Jackson Hole, while higher interest rates will drive down both stocks and bonds, what this means for unemployment, what would change Andy's opinion and whether this could lead to further issues with banks. I hope you enjoy!0:00 - Introduction1:43 - Overview of Andy's thoughts and Jackson Hole8:35 - How is there a shortage of government debt?11:03 - Duration moving during uncertainty12:42 - Treasury raising funds14:09 - Reverse Repo continue to pick up slack moving forward?18:50 - Will employment slowly change or require a catalyst?20:40 - Could student payment re-introduction impact inflation?21:30 - Do individuals have to lose their job?23:04 - What would have to change to change Andy's perspective?25:14 - Parallels to 2008?27:25 - What will happen internationally?28:49 - Dollar to continue to strengthen?30:06 - Further issues in banks ?32:28 - One message to takeaway from our conversation?Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates as an Idea Generator and most recently at Brevan Howard as Chief Strategist. Andy spent the first part of his career at Salomon Brothers and its successor companies. After 17 years at Salomon and as the Head of Global Equity Derivatives, Andy left and started two relative value hedge funds specializing in Multi-Asset Volatility Arbitrage and Capital Structure Arbitrage. Throughout his career, Andy has developed a keen cutting edge understanding of systematic quantitative research and investment while also deeply appreciating the importance of the insights that arise from discretionary investing strategies.Andy Constan - Twitter - https://twitter.com/dampedspringLinkedIn - https://www.linkedin.com/in/andyconstan/Website - https://dampedspring.com/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Join us on episode 244 as we delve into the exciting world of blockchain gaming with our special guest from Horizon Blockchain Games. Backed by industry giants like Brevan Howard Digital and Ubisoft, Horizon is at the forefront of revolutionizing the gaming ecosystem. Our guest, Michael Sanders, co-founder of Horizon Blockchain Games, will take us on a journey through the potential of web3 and its impact on the gaming industry. Michael is a dynamic storyteller who has a unique ability to connect the dots and make complex concepts understandable. His passion for blockchain technologies sparked in 2010, and since then, he has immersed himself in the industry as an investor in cryptocurrencies and related startups. With a diverse background, including co-founding a clean energy startup, serving as VP of an advertising agency, and even exploring transformational dance and sound therapy, Michael brings a breadth of experience to the table. He is also an accomplished author, known for his best-selling book, Ayahuasca: An Executive's Enlightenment. Living a life of love, openness, and play, Michael is dedicated to infusing web3 and the emerging dimension with these same values. Horizon Blockchain Games is a video game studio and blockchain infrastructure company that is paving the way for seamless integration and development in the blockchain gaming space. With their recent Series A funding round, led by Brevan Howard and Morgan Creek, and participation from Ubisoft and Take-Two Interactive Software, Horizon is positioned as a leading force in the industry. With their all-in-one web3 developer platform and smart wallet called Sequence, Horizon is fast-tracking the process of developing web3 games on blockchain-compatible platforms like Ethereum. We'll explore the benefits of blockchain technology for gaming and how web3 has the power to shape the future of the industry. Discover the challenges and opportunities in developing web3 games, as well as the shift from play-to-earn to play-and-earn models. Horizon's proof-of-concept technology and tangible gaming experiences showcase the unique possibilities that blockchain and web3 technologies bring to the table. Don't miss this captivating conversation as we discuss the gaming and web3 outlook, including what's currently available in the market. Join us as we dive into the world of blockchain gaming and uncover the exciting innovations that Horizon Blockchain Games has to offer. Tune in to The Blockchain Show and embark on a fascinating exploration of the future of gaming with Horizon Blockchain Games and their visionary co-founder, Michael Sanders.

Today's blockchain and cryptocurrency news Bitcoin is down slightly at $20,541 Ethereum is down slightly at $1,469 Binance Coin is down slightly at $277 SVB crisis continues. Circle pledges to stand by USDC's $1 value even if it means plugging $3B hole with debt. Moonbirds fire sale on blur. Brevan Howard will house former Dragon Fly capital fund. Airbit founders plead guilty. Learn more about your ad choices. Visit megaphone.fm/adchoices

Right now, U.S. officials in Washington D.C. are preparing legislation that will cut off foreign investment into China.  That's according to Jack's two guests today, Harald Malmgren & Nick Glinsman. According to them, the Biden administration is preparing an executive order that will fundamentally alter America's financial relationship with China. Harald Malmgren is an economist, ambassador, and former adviser to four U.S. presidents, and Nicholas Glinsman is an investor who has worked at macro hedge funds such as Brevan Howard. Their new venture Malmgren-Glinsman Partners, is a research partner of Forward Guidance.  Email jack@blockworks.co for discounted access to Malmgren Glinsman Partners (Daily newsletter $900 per year, weekly institutional product available via request). -- Follow Harald Malmgren on Twitter https://twitter.com/Halsrethink Follow Nicholas Glinsman on Twitter https://twitter.com/nglinsman Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Timestamps: (00:00) Introduction (00:53) The Fraying Of U.S China Relations (09:05) "China's Growth Model Is Dying" (18:33) Restriction of Foreign Investment In China - What Would It Look Like? (26:18) Are We In A New Economic Cold War? (35:31) Putin & Russia's Invasion Of Ukraine (41:31) "The Sternness of NATIO is New" (45:12) A Potential Peace Deal Negotiated By China? (51:49) "The Market Is Not Ready For This" (54:52) Malmgren-Glinsman Partners (59:12) Liquidity is NOT Rising, Says Malmgren (01:07:00) Is Credit Contracting? -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Alan Vey is Founder & CEO at Aventus. Following receiving his Master's in Artificial Intelligence at Imperial College London, he completed a stint as a quantitative developer at macro hedge fund Brevan Howard, giving him exposure to the world of traditional finance.Marrying these skillsets and his hunger to innovate, Alan founded Aventus in 2016 – an enterprise-grade blockchain with the aim of making the benefits of blockchain available to businesses. After raising over $20m in an ICO in 2017 and surviving the pandemic, we have since continued to grow and expand into new sectors (including NFTs, loyalty, ticketing, gaming and supply chain to name a few).Alan was named a Forbes 30 Under 30 winner in 2021 for his work at Aventus, and he continues to look for ways to remain at the bleeding edge of the space.In addition to his work at Aventus, building further blockchain businesses and supporting others with their tokenomics models, Alan focuses on extending discipline to all areas of his personal life.

Interview recorded - 7th of February, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Andy Constan, CEO & CIO of Damped Spring Advisor. During our conversation we spoke about Andy's thoughts on the markets, how he is short both stocks and bonds, the chance of having higher interest rates for longer and what would have to change Andy's mind. I hope you enjoy!0:00 - Introduction0:48 - Andy's thoughts on the markets?7:53 - High beta up, most other assets flat13:41 - Higher interest rates for longer is not priced into markets16:33 - Janet Yellen has control over QT20:03 - Spreads between government bonds and credit21:00 - Indicators to change perspective on market24:13 - One message to takeaway from our conversation?Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates as an Idea Generator and most recently at Brevan Howard as Chief Strategist. Andy spent the first part of his career at Salomon Brothers and its successor companies. After 17 years at Salomon and as the Head of Global Equity Derivatives, Andy left and started two relative value hedge funds specializing in Multi-Asset Volatility Arbitrage and Capital Structure Arbitrage. Throughout his career, Andy has developed a keen cutting edge understanding of systematic quantitative research and investment while also deeply appreciating the importance of the insights that arise from discretionary investing strategies.Andy Constan - Twitter - https://twitter.com/dampedspringLinkedIn - https://www.linkedin.com/in/andyconstan/Website - https://dampedspring.com/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Alan Vey is Founder & CEO at Aventus. Following receiving his Master’s in Artificial Intelligence at Imperial College London, he completed a stint as a quantitative developer at macro hedge fund Brevan Howard, giving him exposure to the world of traditional finance. Marrying these skillsets and his hunger to innovate, Alan founded Aventus in 2016 […] The post Alan Vey with Aventus appeared first on Business RadioX ®.

Is the BEAR MARKET Over? Market Analysis w/ the Experts: Andy Constan, Anthony Crudele, and Jimmy Jude. Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates and Brevan Howard. Jimmy is a former floor trader […]

Is the BEAR MARKET Over? Market Analysis w/ the Experts: Andy Constan, Anthony Crudele, and Jimmy Jude. Andy has spent the past 35 years investing and trading global markets. Over the last 12 years, he has developed strong expertise in Macro investing working at Bridgewater Associates and Brevan Howard. Jimmy is a former floor trader […]

In this episode of Empire, Colleen Sullivan and Peter Johnson join us to discuss their predictions for 2023. We cover the future of NFTs, gaming, trading infrastructure, stablecoins, regulation, AppChains and more! This episode is packed with insights from two top VCs in crypto - you won't want to miss it. - - Timestamps: (00:00) Introduction (01:04) Why Choose Optimism (04:22) Stablecoin Volumes Will Surpass Visa Volumes (11:59) Brands, NFTs and Polygon's Lead (25:31) Gaming Studios Will Integrate NFTs (29:48) The Financialization of NFTs (38:08) Gaming Interoperability (42:42) The Unbundling of NFT Marketplaces (49:38) Changes to Market Trading Infrastructure (51:35) DeFi Regulation, Macro and Bitcoin's Narrative (1:10:42) The Separation of Brokerage, Custody and Settlement (1:14:40) 2023's Prevailing Narrative (1:19:17) The AppChain Thesis & IRL Yields in Crypto (1:22:47) Steady Adoption & Strong Beliefs - - Follow Colleen: https://twitter.com/colleenklein Follow Peter: https://twitter.com/TheChicagoVC Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources What to Expect for NFTs and Digital Goods in 2023 https://blockworks.co/news/digital-goods-nfts-2023 What to Expect From Web3 Gaming in 2023 https://blockworks.co/news/web3-gaming-2023 What to Expect for Ethereum and Blockchain Infrastructure in 2023 https://blockworks.co/news/ethereum-blockchain-infrastructure-2023 Tokengated Commerce https://www.notboring.co/p/tokengated-commerce Financial Times (Alan Howard) https://www.ft.com/content/e89061dd-634e-4024-b74a-5a102d4eb552 - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In August, it was reported that asset management firm Brevan Howard raised over $1 billion to invest in the crypto industry. In this episode of The Scoop, Bevan Howard's Co-Heads of Ventures Peter Johnson and Colleen Sullivan break down their investment thesis and explain what segments of the crypto market they believe are seeing the most interest from existing brands. While traditional financial institutions are slowly moving their way into the crypto ecosystem, Sullivan points out that many traditional brands have already fully entered crypto via NFTs, metaverse experiences, and gaming: “Look at Goldman, JPMorgan, Citi, they're all involved in crypto to a certain extent — not to the degree we would have thought — but the institutions that are here are the Gucci's, the Nike's, the Tiffany's, the Dolce and Gabbana, Balmain, Balenciaga.” Blockchain gaming is one subset of the crypto market that Brevan Howard has recently been allocating to; just last week the firm co-led a $40 million Series A for Web3 gaming startup Horizon Blockchain Games. Outside of gaming, the digital asset opportunities Brevan Howard is looking to invest in relate to practical use cases. As Johnson explains, “What we're really excited about right now is moving beyond just speculative trading and where are the real world use cases that we're seeing crypto start to gain adoption.” Episode 98 of Season 4 of The Scoop was recorded remotely with The Block's Frank Chaparro and Brevan Howard Co-Heads of Ventures Peter Johnson and Colleen Sullivan. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com. This episode is brought to you by our sponsors Tron About Tron TRON is dedicated to accelerating the decentralization of the internet via blockchain technology and decentralized applications (dApps). Founded in September 2017 by H.E. Justin Sun, the TRON network has continued to deliver impressive achievements since MainNet launch in May 2018. July 2018 also marked the ecosystem integration of BitTorrent, a pioneer in decentralized web3 services boasting over 100 million monthly active users. The TRON network completed full decentralization in December 2021 and is now a community-governed DAO. | TRONDAO | Twitter | Discord |

Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Said Business School, University of Oxford). He began his career at JPMorgan trading fixed income. In 1996, Karl oversaw Banco Santander's Global Asset-Liability activities in Madrid. In 2001, he returned to London as Global Head of FX for HSBC Asset Management. From 2003, he held Senior Portfolio Manager roles at Brevan Howard, UBS O'Connor, Deutsche Bank's Cross Asset Trading group. In 2012 he joined Barclays Bank Treasury in London as Head of Euro Liquidity Management. In 2017 he joined LPP, Local Pensions Partnership, where he managed the Fixed Income portfolio. In 2018, he was a Participant at the Jackson Hole Economic Symposium. Karl holds two degrees; Physics from Imperial College, London and Molecular Biophysics from University College, University of Oxford. In this podcast we discuss: 1) Capital-ism vs income-ism. 2) The demographic problem. 3) Importance of the scientific method. 4) The end of mean reversion. 5) Investment uncertainty vs risk. 6) The risk of correlation changes. 7) How today's crises are different to GFC. 8) A coming asset crisis. 9) Phase transitions. 10) Central bank, real economy and political regime changes. 11) What the performance of the 60:40 portfolio tells us. 12) Solving for lower future market returns. 13) Demographic – climate change – machine learning shocks. 14) The failure of factor investing. 15) Have a plan A, B and C. 16) Career risk. 17) Books mentioned: The (Mis)Behaviour of Markets (Mandelbrot), The Upside of Down (Homer-Dixon), The Man Who Mistook His Wife for a Hat (Sacks)

Antti Illmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. Antti spent seven years as a senior portfolio manager at Brevan Howard and a decade at Salomon Brothers/Citigroup. He began his career as a central bank portfolio manager in Finland.    Antti has published extensively in finance and investment journals and has received a Graham and Dodd award, the Harry M. Markowitz special distinction award, and multiple Bernstein Fabozzi/Jacobs Levy awards for his articles. Antti is the author of Expected Returns (Wiley, 2011), a broad synthesis of the central issues in investing, and Investing Amid Low Expected Returns (Wiley, 2022), which addresses the challenges facing investors amid the prospect of record-low future expected returns.    This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

BlackRock partners with Coinbase to offer crypto services to institutional clients. Meta CEO Mark Zuckerberg has announced plans to add Coinbase and Dapper integrations to its platforms. Instagram to expand NFT integration to 100 countries. Brevan Howard goes down as the biggest crypto hedge fund launch to date with more than $1 Billion.--

Today our guest is Yida Gao, founder of Shima Capital.  Shima Capital is an early stage VC firm investing in disruptive crypto and Web3 companies.  The fund has a strong roster of backers including Dragonfly Capital, Digital Currency Group, Tiger Global, Brevan Howard, Bill Ackman and other strategic investors. Prior to Shima, Yida was a technology investor at New Enterprise Associates and an M&A banker at Morgan Stanley. Yida also teaches Crypto Finance every spring semester at MIT.  He graduated from MIT with a degree in Math and CS, attended Stanford GSB before dropping out, and was recognized in Forbes 30 Under 30.  -----   This episode is brought to you by Global Coin Research ("GCR"). GCR is a community-first research and investment DAO. GCR's mission is to create a community-driven investment DAO where the best web3 deals are sourced by community members for community members.  This discussion was recorded in our Discord.  You can find more information about us and how to join at GlobalCoinResearch.com   -----   Remember to rate, review and subscribe to the Podcast!

Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress and Brevan Howard. Boris started his career on the sell-side which included working at UBS and Dresdner. Boris will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated to. In this podcast, we discuss: 1) Increased volatility in the business cycle. 2) How close are we to market crunch point. 3) Three most likely scenarios for the Fed, inflation, and recession. 4) Main street vs Wall Street liquidity. 5) How to understand money supply (M2). 6) How will bonds and equities perform? 7) Which EM markets will perform or not? 8) What typically happens to EM during recessions. 9) The chances of a China stimulus.

Back in April, digital asset infrastructure provider PolySign acquired top fund administration firm MG Stover as reported by CoinDesk. At the time of acquisition, MG Stover had more than $40 billion in digital assets under administration.  This move coincided with PolySign completing its Series C fundraise, which included new powerhouse investors such as Soros Fund Management, Brevan Howard and GSR, along with former investors including Cowen Digital, who led PolySign's $54 million Series B last year. In this episode of The Scoop, Jack McDonald, chair and CEO of Polysign, and Matt Stover, CEO of MG Stover, sit down with host Frank Chaparro to record their first-ever podcast together, and to discuss the unwavering demand for digital asset-related products they are seeing from their clients. As Stover explained, while crypto prices may be down, there is still plenty of private funding flowing toward building out digital asset infrastructure: “We get to see both the liquid and illiquid on the investment side and there's so much capital still flowing into the private companies building infrastructure around this new asset class.” Although the recent market downturn has many market participants on edge, McDonald says the long-term view institutions from traditional finance have when it comes to digital assets make short-term market movements irrelevant. As McDonald said during the interview: “The long-term view that these traditional asset managers make in investing in this sort of way is really unaffected by the recent market downturns. They're taking a long-term view and they've done the work to make these decisions.” Episode 54 of Season 4 of The Scoop was recorded remotely with The Block's Frank Chaparro, Jack McDonald, Chair & CEO of PolySign, and Matt Stover, CEO of MG Stover. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com This episode is brought to you by our sponsors Fireblocks, Coinbase Prime & Cross River Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks enables exchanges, lending desks, custodians, banks, trading desks, and hedge funds to securely scale digital asset operations through the Fireblocks Network and MPC-based Wallet Infrastructure. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit www.fireblocks.com. About Coinbase Prime Coinbase Prime is an integrated solution that provides institutional investors with an advanced trading platform, secure custody, and prime services to manage all their crypto assets in one place. Coinbase Prime fully integrates crypto trading and custody on a single platform, and gives clients the best all-in pricing in their network using their proprietary Smart Order Router and algorithmic execution. For more information, visit www.coinbase.com/prime. About Cross River Cross River is powering today's most innovative crypto companies, with banking and payments solutions you can rely on, including fiat on/off ramp solutions. Whether you are a crypto exchange, NFT marketplace, or wallet, Cross River's API-based, all-in-one platform enables banking as a service, ACH & wire transfers, push-to-card disbursements, real-time payments, and virtual accounts and subledgers. Request your fiat on/off ramp solution now at crossriver.com/crypto.

On this Friday's edition of Boiler Room, Alfonso Peccatiello is joined by Andy Constan CEO/CIO at Damped Spring Advisors. With over 30+ years of experience working at some of the largest funds in the world such as Bridgewater, Brevan Howard & Salomon Brothers; Andy provides a deep dive into the often misunderstood financial plumbing to help investors navigate the Fed's quantitative tightening program.  -- Follow Andy: https://twitter.com/dampedspring Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ -- Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Damped Spring: https://dampedspring.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: 00:00 Introduction 00:32 Quantitative Tightening 04:32 What Happens When The Fed Stops Buying Bonds? 08:30 Risks vs Rewards Between Bills & Bonds 14:06 The Reverse Repo Facility 21:22 Quantitative Tightening Could Spell Danger For Markets 24:33 Is Quantitative Tightening Priced In? 27:44 Fiscal Handout's Throughout 2022 30:19 Risk Management

This podcast is sponsored by Masterworks, the first platform for buying and selling shares representing an investment in iconic artworks. They are making it possible to invest in multimillion-dollar works from artists like Banksy, Kaws, Basquiat, and many more. Andy Constan has spent the past 33 years investing and trading global markets. He's worked at leading hedge funds Bridgewater Associates and Brevan Howard as Chief Strategist. Andy started his career at Salomon Brothers. He is the founder of Damped Spring Advisors. In this podcast we discuss: What Andy learned from Bridgewater and Brevan Howard, setting up all-weather portfolios, the problem with bonds, and how to outperform the market. Andy further talked about using flow and position data and macro news, the impact of mortgage convexity hedging on bonds, what is next for the Fed, and whether equities are overvalued. Finally, he discussed his views on inflation, his favourite trades, and the books that influenced him the most: Reminiscences of a Stock Operator (Lefevre), The Handbook of Fixed Income Securities (Fabozzi), Options, Futures, and Other Derivatives (Hull), Principles: Life and Work (Dalio) and Liar's Poker (Lewis). For great macro and investment insights from some of the world's most seasoned researchers, visit macrohive.com.  

Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress and Brevan Howard. Boris started his career on the sell-side which included working at UBS and Dresdner. Boris will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated to. In this podcast, we discuss: What is reverse goldilocks? Parallels and differences to 1970s stagflation The challenge of the current regime How will policymakers respond? What gives central banks credibility? What does it mean for macro environment? Views on China How will equities, bonds and FX perform Why terms of trade matter

On this episode, Loral is joined by iFlip Invest founder Randy Tate and co-founder Kelly Korshak to talk about cryptocurrency and their newest AI addition to the iFLIP investment platform. When it comes to investing there are a lot of confusing terms that make it hard for the regular person to know where to start. Randy and Kelly are here to change that through their AI driven automated stock trader. WIth the help of this AI system we remove the emotional side of trading and approach investing with minimal risk while making the most from our investments.   Loral Langemeier's Takeaways:I Was A Skeptic (16:01)Algorithm vs AI (23:56)We Need 5 Years Of Data (27:32)What Are You Trading? (31:46)Meme Traders (35:25)Energy Efficient (37:46)Crypto Is A Space That Is Growing (44:30)   Meet Randy Tate (CEO):Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur.  He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet.  For the last 10+ years he has trained thousands of employees and business owners on how to market effectively, grow sales and build sustainable growth in their companies. His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users.  As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program. Since then he has led as the co-founder and CEO of iFlip, SAAS Financial Technology Company.  His passion is to empower all individuals to grow their wealth for the future through the use of AI investing technology. Meet Kelly Korshak (CTO):Kelly attended Stanford and subsequently the University of Chicago and has a graduate degree in mathematics.  He spent 25+ years on Wall Street, investing over $4 Billion assets for institutional banks and funds including Deutsche Bank, Morgan Stanley, Diamondback Capital, Brevan Howard and Tudor Group.  His strategy to investing is built around the approach that Artificial Intelligence (A.I.) and machine learning algorithms produce superior risk / reward in the stock market.  This A.I. approach led him to retire from Wall Street with his family in Arizona to start up his own company “Flip Investor”.   His dream is to empower all individuals to grow their wealth through the power of A.I. SmartFolio technology. FREE GIFT: https://iflipinvest.com/crypto-launch-bundle-LL/ Website: https://iflipinvest.com/ Instagram: https://www.instagram.com/iflipinvest/ Facebook: https://www.facebook.com/iflipinvest LinkedIn: https://www.linkedin.com/company/iflipinvest/ Meet Loral Langemeier:Loral Langemeier is a money expert, sought after speaker, entrepreneurial thought leader, and best-selling author of five books. Her goal: to change the conversation people have about money worldwide and empower people to become millionaires. The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth. She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families. She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.   Links and Resources: Ask Loral App: https://apple.co/3eIgGcX  Loral on Facebook: https://www.facebook.com/askloral/  Loral on YouTube: https://www.youtube.com/user/lorallive/videos  Loral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/  Money Rules: https://integratedwealthsystems.com/money-rules/  Millionaire Maker Store: https://millionairemakerstore.com/  Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/  Integrated Wealth Systems: https://integratedwealthsystems.com/  Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an iTunes review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.  

This week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswap announced v3. All this and more on this week's roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

Wszystkie dobre podcasty o kryptowalutach https://darmowekrypto.org.pl/podcasty-----------------------------------------Krypto Newsy Lite #203 | 16.04.2021 | DOGECOIN odleciał w kosmos!!! Czy DOGE doleci do $1, Rotszyldowie wchodzą w krypto, Debiut CoinbaseZapraszam na wiadomości ze świata Bitcoina, kryptowalut i technologii blockchain, czyli Krypto-Newsy Lite. Piątkowe wydanie poprowadzi Mike Satoshi.SPIS TREŚCI[0:00​-0:38​]Wstęp [0:50​-2:01​]Ark Invest kupił akcje Coinbase - https://bitcoinpl.org/ark-invest-kupil-akcje-coinbase-za-246-milionow-dolarow/[2:02​-3:17​]Turcja zakazuje płatności kryptowalutowych - https://comparic.pl/bitcoin-btc-spada-o-4-gdy-turcj-zakazuje-platnosci-w-kryptowalutach/[3:18​-5:08​]Nuklearne kopanie BTC - https://news.bitcoin.com/expert-believes-nuclear-powered-crypto-mining-could-help-ukraine-to-solve-energy-spending-problems/[5:09​-6:35​]DogeCoin po 1 USD - https://www.newsbtc.com/news/fundamen...​[6:36​-8:07​]Brevan Howard chce zainwestować w kryptowaluty - https://beincrypto.com/brevan-howard-...​[8:08​-9:13​]Nowy Asic od Bitmain'a - https://cointelegraph.com/news/bitmai...​[9:14​-10:43​]Binance pali BNB - https://cointelegraph.com/news/record...​[10:44​-11:53​]Hash rate na BTC osiąga rekordy - https://cointelegraph.com/news/bitcoi...​[11:54​-14:02​]Dyskusja na temat BTC, ETH i stablecoinów - https://cointelegraph.com/news/visa-j...​[14:03​-17:38​]Rekordowe ruchy na Doge'u - https://cointelegraph.com/news/dogeco...​[17:39​-18:19​]Wall Street Bets banują dyskusję na temat krypto - https://cointelegraph.com/news/r-wall...​[18:20​-18:56​]Nigeryjski SEC chce uregulować kryptowaluty - https://cointelegraph.com/news/nigeri...​[18:57​-19:37​]Platforma do kopania kryptowalut - https://cointelegraph.com/news/why-th...​[19:38​-20:13​]Terra przedstawia Loop Finance - https://cryptodaily.co.uk/2021/04/ter...​[20:14​-22:05​]Nowy whitepaper chainlinka - https://coinfomania.com/chainlink-lau...​[22:06​-23:01​]Galaxy Digital zatrudnia Michaela Daffey'a - https://coinfomania.com/galaxy-digita...​[23:02​-24:27​]Rothschildowie kupują akcje ETH - https://coinfomania.com/rothschild-bu...​[24:28​-25:43​]Ostrzeżenie na temat XRP i DogeCoina - https://dailyhodl.com/2021/04/16/mike...​[25:44​-26:45​]Napływ produktów do Cardano - https://dailyhodl.com/2021/04/16/mult...​[26:46​-27:24​]Robinhood wysiadł - https://decrypt.co/66824/robinhood-cr...​[27:25​-28:12​]Hakerzy filtrują adresy krypto portfeli - https://thedailychain.com/bitdefender...​[28:13​-29:11​]Rosyjscy aktorzy płacili bitcoinem za fałszywe KYC - https://thedailychain.com/russian-actors-paid-bitcoin-for-fake-kyc-documents/[29:12​-30:05​]Dobra passa na ETH - https://beincrypto.pl/ostatnie-24-godziny-dla-ethereum-byly-pelne-wrazen/[30:06​-38:07​]Podsumowanie-------------------------Listy Twitter:Krypto-Naród: https://twitter.com/i/lists/1310182514137407502Krypto/blockchain Polska: https://twitter.com/i/lists/1320830727488000006KRYPTO-NARÓD POLSKA SPOŁECZNOŚĆ KRYPTOWALUT: https://krypto-narod.pl/Na tej stronie znajdziecie linki do wszystkich najlepszych, polskich twórców w tematyce kryptowalut i technologii blockchain.OFICJALNY SKLEP Z GADŻETAMI KANAŁU MIKE SATOSHI http://kryptonarod.store/ZOSTAŃ PATRONEM KANAŁU MIKE SATOSHI https://patronite.pl/mike-satoshi-----------------------------------------Jeżeli chciałbyś wesprzeć rozwój i działania kanału, możesz przekazać dotację: https://tipanddonation.com/mikesatoshi lub PayPal: paypal.me/mikesatoshi Portfele do dotacji krypto są tutaj: https://cryptokoks.wixsite.com/mikesatoshi/dotacje ----------------------------------------- Mój kanał na YouTube: https://www.youtube.com/channel/UCEX4iDKLfxtIJY6IVgMSqCQE-mail do kontaktu: cryptokoks@gmail.com Oficjalny Twitter: https://twitter.com/Mikey_Satoshi Kanał na DTube: https://d.tube/#!/c/mikesatoshi Grupa KryptoNaród na FB: https://www.facebook.com/groups/230649241027530/ Grupa KryptoNaród na Discord: https://discord.gg/CPTSa43 Airdropy i inne sposoby na darmowe kryptowaluty: https://darmowekrypto.org.pl -----------------------------------------

Stephen Stonberg is the Chief Operating Officer and Chief Financial Officer at Bittrex Global, one of the leading crypto trading platforms. Before joining Bittrex Global, Stephen held Managing Director positions with Deutsche Bank, J.P. Morgan, Credit Suisse, the Winton Group, and Goldman Sachs. He was Partner and CEO U.S. of the hedge fund Brevan Howard.  In this episode, we talk about all things crypto. We talk about the newest trends, the latest news, what's going on with regulation in the crypto space, and where Stephen sees regulation going. We talk about Ripple and their quarrel with the SEC. We talk about tokenized equity and leverage tokens. And of course, how to learn to get into the crypto space and why it's an exciting place to be.

Jonathan Ferro spoke with Ken Veksler, Director at Accumen Management, and Cameron Crise, Macro Strategist for Bloomberg about Catalonia, Brexit, and Hedge fund firm Brevan Howard. Jonathan also spoke with Dani Burger, Markets and Quants Reporter about Trump and the week ahead.

In this episode of The Sassy Strategist Podcast, Kim Dawson interviews Mansi Singhal, Co-Founder of qplum, an online wealth management service. At qplum, Mansi is leading a team of 20+ engineers to package quantitative portfolio management solutions into a tangible online platform. She has over 10 years of experience in portfolio management. She was a portfolio manager at Brevan Howard in 2014. Prior to that, she was a trader at the swaps desk in Bank of America, Merrill Lynch and at the swaptions desk at Wachovia Bank. She completed Masters in Computer Science from University of Pennsylvania. She holds Series 3 and Series 65 certifications.  Mansi discusses: * Why you shouldn't take shortcuts in investing. * The importance of managing your money, because no one cares more about it than you do! * Leveraging your network, especially online. * The need for entrepreneurs to accept that "sub-optimal" decisions are part of the path. * To be "foolishly enthusiastic" or you'll never start.