Podcast Episodes
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Why The $30B Asset Manager Franklin Templeton Is Betting Big On Crypto
Recorded live at the Out East Conference, Avi sits down with Seth Ginns, CIO of Franklin Crypto and formerly of CoinFund and Jennison Associates. Set…
6 hours ago
MARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA Earnings
This week, with Bitcoin ripping 25% off the lows and NVIDIA earnings on deck, we break down why the market has flipped from fundamentals back to macr…
5 days, 22 hours ago
What It’s Like Running A Billion-Dollar Market-Neutral Fund In Crypto
Recorded live at the Out East Summit, Avi sits down with Evgeny Gokhberg, founder and CIO of Re7 Capital, one of the last market-neutral funds still …
1 week, 1 day ago
The ETF Pioneer Who Calls Narratives Before Wall Street
This week, Avi sits down with Andrew Chanin, CEO of ProcureAM and founder of PureFunds, one of the best in the business at spotting narratives before…
3 weeks, 1 day ago
MARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound
This week, we break down why the Fed and Treasury just moved to backstop the yen and what it signals about an increasingly state-controlled market. W…
3 weeks, 6 days ago
Psychology, Value, and Data: How Santiago Santos Navigates The Markets
Recorded live at the Selini Summit, Avi sits down with Santiago Santos, founder of Inversion and one of the best-performing managers in crypto, who f…
4 weeks, 1 day ago
MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?
This week, we break down the biggest story in markets: the blowup of Leopold Aschenbrenner's Situational Awareness fund. We discuss whether Ken Griff…
1 month ago
Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism
This week, Avi sits down with Alexander Good, founder of Post Fiat, former Palantir and essayist, for one of the most wide-ranging conversations we'v…
1 month ago
Has Memory Bottomed?
This week, with memory stocks down 30-40% from the highs, we ask whether memory has bottomed. We discuss why AI bailed out the everything bubble and …
1 month, 1 week ago
The Citadel Alum Reshaping The World Of Trading
This week, Avi sits down with Vlad Novakovski, founder and CEO of Lighter, the on-chain exchange partnered with Robinhood. Vlad went to high school w…
1 month, 1 week ago