I curate 3 things daily for you, at the intersection of fintech, startups and gaming & gamification. This podcast expands on that. Sign-up for more regular updates at yvandemunck.com.
Trend Following & Investment Performance: The Most Important Driver - with Alex Krainer & Yvan De Munck
Alex Krainer (https://www.linkedin.com/in/alex-sasha-krainer-0b74ab1a/) is the founder of Krainer Analytics and creator of I-System Trend Following (https://premium.bitcoinforboomers.co/products/trendcompass).
He has worked as a market analyst, researcher, trader, and hedge fund manager since 1996.
Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule.
He created Altana Wealth’s systematic portfolio allocation strategy designed to bridge the gap between technology and finance.
Yvan De Munck (https://www.linkedin.com/in/yvandemunck/) is the Founder of Bitcoin For Boomers (https://www.linkedin.com/company/bitcoin4boomers) & Host of the WYFT podcast series (https://anchor.fm/WYFT) (What's Your Focus Today).
He has worked in Europe and the US, on Wall Street and Main Street, data nerd by day, crypto aficionado by nite.
In this episode:
Alex talks about his past and experience, and explains how he came to Trend Following
We discuss past and more recent examples of impressive outperformance, sustained over long periods of time
The 3 avenues of opportunity
Buffet really is nothing more than a trend follower
Current environment
How to get access (for free) to his exclusive recommendation newsletter (https://premium.bitcoinforboomers.co/products/trendcompass) and much more.
I rest my case.
Yvan.
25 May 2020
With Chris Skinner, the "Enfant Terrible" of finance, on Digitization, Darwin, and Doing (Digital that is) - From Poland, with Love (and some Covid-19 wisdom)
Author, Speaker and Troublemaker.
(currently learning Polish ...)
Yup.
That's him.
In a nutshell:
(from his LI profile) (https://chrisskinner.global/about-us/)
Chris does all sorts in banking and technology.
He writes a daily blog at thefinanser.com, and consults about the future.
When people want digital banking done, he brings in 11:FS.
When they want to know everything FinTech, he refers them to Innovate Finance.
When people want to meet, he tells them about the Financial Services Club (fsclub.net) and Nordic Finance Innovation (nordicfinanceinnovation.com).
Oh, and he speaks at lots of conferences and is a prolific author of 14 books.
In this episode, I talk with him about:
The 5 banks in the world that "get" digital banking
Being a bank provoker vs. bank basher
His 4 major phases of digital transformation
What's the deal with Darwin?
Doing Digital and The Cloud
His UK bank during Covid-19; Monty Python comes to mind ...
Why India and China are leading the way
Where the massive (payment) opportunity is in both US and EU
And where we will be in 10 years - becoming socially useful
Enjoy this episode, share lavishly, and give me a great rating and/or review on any platform of your choice.
Check out also my other conversations with key industry players:
- https://bit.ly/Iwantmyccwnow
- http://bit.ly/IwantmyEVENnow
- http://bit.ly/Iwantmyngravenow
- http://bit.ly/Iwantmycelsiusnow
- http://bit.ly/Iwantmypeponow
- http://bit.ly/Iwantmywerbachnow
- http://bit.ly/Iwantmymillonow
- http://bit.ly/Iwantmycrypto101
- http://bit.ly/Iwantmyfunformulanow
9 Apr 2020
Off The Charts discussion (on Bitcoin) with Off The Chain Capital's Brian Estes (CIO & Managing Member) - meet the "Warren Buffet" of crypto investing, and get with the program NOW!
===>>> HODLERS (https://offthechain.capital/), Unite!! <===
How to get away from this with any other feeling, now that's a mystery to me.
After attending a presentation from Brian (https://twitter.com/brianestes32?lang=en) a few weeks ago, I had to get him on my show. And Woaw! - did he not disappoint. In typical deep value style, he lays out exactly where we come from, where we are, and where we're going with Bitcoin, and why (disclosure: it's going UP!). An asset manager in the crypto space, I would call their strategy more like "event driven value", but I'm splitting hairs. Bottom line: if you're a HODLer or looking to be(come) one, looking to add some active management (AKA alpha) in the mix, look no further and check out these boys (https://offthechain.capital/).
In a nutshell:
Off the Chain Capital (https://offthechain.capital/), LLC uses traditional Graham/Dodd analysis to capture value in blockchain assets
They use S-Curve analysis and extensive research to uncover opportunities in illiquid securities
Their strategy is focused on secondary alternatives in blockchain-based assets
In this episode, we talk about:
Concepts like value, conservative, Graham & Dodd, Buffet, etc.;
You make money when you buy, not when you sell;
Mt. Gox bankruptcy claims (aka cents on the dollar...);
Similarities with the DNS network / effect;
BTC halving (May 2020);
BTC price predictions: $100K by late '21 // $1M by late '25;
Don't time the market, it's time IN the market;
Opportunity cost of missing out of just a few best days (you have no idea...!);
Ideal allocation to BTC for a larger portfolio;
Enjoy this episode, share lavishly, and give me a great rating and/or review on any platform of your choice.
Check out also my other conversations with key industry players:
- https://bit.ly/Iwantmyccwnow
- http://bit.ly/IwantmyEVENnow
- http://bit.ly/Iwantmyngravenow
- http://bit.ly/Iwantmycelsiusnow
- http://bit.ly/Iwantmypeponow
- http://bit.ly/Iwantmywerbachnow
- http://bit.ly/Iwantmymillonow
- http://bit.ly/Iwantmycrypto101
- http://bit.ly/Iwantmyfunformulanow
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