Making Markets

The Gaming Industry has experienced explosive growth since the introduction of the mobile phone. @BoredElonMusk spent over a decade in the video games industry, supporting the launch of 100+ game titles, and today, he takes us on a deep dive through the industry. We start by talking why crypto gaming failed to deliver on its promise and why Bored is still bullish on the category. We also talk about the overall gaming industry, the impact of AI in game development, and his new venture Edison dot wtf.

“If you get praise on the way up, you have to take the hate on the chin on the way down.” Love him or hate him, @APompliano, understands with great influence comes responsibility, and he's not afraid to take the heat that may come. With millions of followers Pomp leverages his massive reach to drive revenue for his investments and companies. We sat down to discuss how he got here, his investment process, and of course thoughts on crypto.

Since 1990, @biancoresearch has not been short on ideas or hot takes. From interest rates going higher to why BTC ETF corrupts the vision of crypto. We get into Jim's current market views and also discuss the recent launch of @WisdomTreeFunds Bianco Total Return Fund.

As the price of Bitcoin rises, clients ask their financial advisors, "What are we doing with BTC?" In the past, the answer was, nothing because there is no safe and easy way to get exposure. That all changed with BTC ETF. For the right risk profiles, now the question becomes, what is the appropriate allocation to this asset class?

From making millions through poker before the age of 21, to a public drama leaving poker, to going viral for an article on negotiation, to being hired personally by @naval to be a crypto VC, @hosseeb life could be a Netflix movie. We dive into that backstory and all he’s learned about the relationship between work, money and happiness. We also talk about the Bitcoin ETF, @dragonfly_xyz, his biggest miss as a VC and how he approaches investing today.

I spoke with Edward Woodford, CEO and Co-Founder of @ZeroHashX about crypto's major use cases like Payments, Tokenization, Remittances, and Payroll. We also cover the US regulatory landscape and his take on the ecosystem today.

My guest today is George Robertson @BickerinBrattle. A Wall St veteran who started in the 1980s, we start this conversation with a few incredible stories from his colorful career. George makes the case for why the Fed no longer has any power and what’s really happening with the economy. We end the conversation with another provocative claim on the market for US treasuries.

What drives the market? There is what you learn in school and there is what actually happens on a trading desk. They couldn't be more different. @mark_dow shares his perspective on why if you understood how economic theory worked in the real world, not textbooks, you would realize most headlines you read about the market are garbage. Mark explains market dynamics in a way that makes intuitive sense and has driven his successful track record as an investor. Mark shares his thoughts on @BehavioralMacro. His insights are actionable because he doesn't hide behind jargon or ambuigity. He's a traders who knows how to manage risk and take advantage of opportunities across many different markets.

If Larry David were a portfolio manager he'd be something close to @howardlindzon. Interviewing Howard was like going to stand-uo comes show, getting a wild history lesson, all while learning about his investment process. I have never laughed harder during a podcast.

Ideas move markets, and two well-known thought leaders go by their first names, @naval and @balajis. @EricJorgenson took it upon himself to capture the ideas and themes of both Naval and Balaji in two unique books I enjoyed. Like Poor Charlie Alamanack, these books are encyclopedias of wisdom. In this conversation, he tells us what he learned from studying these great minds and the experience of writing the two books. We also talk about the spread of anti-capitalistic ideas, techno-optimism, and the economics of publishing.

How is high end art valued for auctions, insurance, and multi-million dollar transactions? We sat down with Caroline Taylor of @BureauAppraisal to learn the process and rules of appraising art and how it impacts market pricing.

What does a rare art dealer have in common with a Wall St trader? Far more than I imagined. Michael Lee is one of the world’s top rare photography dealers. We discuss sourcing museum worthy pieces, tastemakers, finding liquidity, and the art worlds take on NFTs.

If you have seen a candlestick chart on the internet, odds are it was made on @tradingview. I have no affiliation with TradingView but use it daily to track market moves. I spoke with @crosbyventures about the company's history, the most valuable data feed that isn't sold, and what features customers demand most.

Brandon's favorite deal. "We bought a farm in Indiana..."

This week we discussed two of my favorite topics, cars and markets with @GuyDealership. - How the car dealership markets work - Higher interest rate impact on sales - Auto Union strikes - The Best and Worst car for $100K

Bunch of podcast news today. You need to check out @ericgolden Making Markets pod. First rebrand had @SamuelRines —then @choffstein. Today me… 🔥line up! Behind the Markets delayed last week. But we dropped this am an extended Siegel+Rich Bernstein Q&A. Check it out!

My conversation with @JeremyDSchwartz the CIO of @WisdomTreeFunds. - How exchange traded funds actually work - BTC ETF timing and impacts - How successful firms are like Hollowood studios - Why fixed income ETFs haven't worked as well equtiy

I know what I’ll be listening to this afternoon 🎧 Congrats on the pod rebrand @ericgolden! Loving it so far podcasts.apple.com/us/podcast/mak…

My conversation with @choffstein, CIO of Newfound Research. We discuss Return Stacking, the theory around portable alpha, and lessons learned after 15 years of starting his own asset management firm.