Thanks to my friend Meb Faber for having Corey and I on recently to chat about the latest in crypto markets. We cover a lot of ground and the below show notes are a good guide to the episode.
2:50 – Welcome back to our guests Leigh Drogen and Corey Hoffstein
6:26 – The Zero Proof’s Sean Goldsmith on The Meb Faber Show
9:18 – The narrative about the crypto collapse
11:16 – Focusing on not suffering from mandate drift
13:40 – Advice for people who are thinking about crypto
16:17 – The inherent arbitrage mechanisms that make ETFs a superior structure to Closed-end funds
22:54 – Leigh & Corey’s post-mortem thoughts on FTX
25:48 – Conspiracy theories about Binance and Tether in 2023
33:33 – Cross-sectional Momentum in Cryptocurrency Markets
42:07 – Thoughts about the pace of crypto when analyzing its momentum
44:32 – Major takeaways, participating in shorts, and benchmarks to use in crypto markets
48:46 – The lack of transparency with crypto
51:45 – Additional thoughts on their Cross-sectional Momentum Paper
54:14 – The number of tokens they’re tracking in their portfolio’s universe
56:36 – What they’re thinking about as they look out to 2023
59:29 – The best use cases for crypto and tokenomics excluding brokers
1:02:38 – The slowing of inflation and other thoughts on TradFi
1:08:57 – Final thoughts, winding down, and when they’re all going surfing
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