Excess Returns Podcast

I want to thank Justin Carbonneau and Kai Wu for having me on the Excess Returns Podcast. It's a really great no fluff conversation that gets directly to some of the big issues and opportunities in digital asset investing today and how our liquid token trend following and DeFi market neutral yield strategies interact with them. Specifically we talk about the corollary between the tech bubble crash and crypto transitioning from the fat protocol thesis to the fat app thesis, why Bitcoin is the ultimate application (digital gold) not a good protocol for value transmission, the core of our trend following and momentum strategy, some of the really interesting specific opportunities in DeFi market neutral yield, and some personal reflections on the differences between running capital in the digital assets space vs TradFi.