Category: Bitcoin

12 Aug 2021

BITFD & Wake the F Up with Ben Hunt of Epsilon Theory

Over 100,000 investors in 180 countries listen to Ben Hunt, founder of Second Foundation Partners and the Epsilon Theory blog, debunk the latest narrative machines in each of his opus-like post. So with Covid cases climbing and inflation expectations rising, it seemed like as good a time as ever to bring Ben back on the […]

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15 Jul 2021

The Kaoboy of Convertible Arb with Michael Kao

We’ve said on this blog before that options are like playing 3D chess. Well then what does creating synthetic options via convertible bonds, equity positions, and bank debt play like?? Take a listen to this pod where we venture out of the futures/options space into credit, convertible bond, risk arb. Therefore, if you think you […]

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20 May 2021

WTF ^%$# is Happening With Crypto??

We’re talking with two ‘in the crypto weeds’ traders/asset managers, Ben and Gary, about crypto’s -30% one day drop, coinbase, the most surprising (& scariest) things about the recent crypto crash, size and action in futures, options, and non-futures, “what if” bitcoin had blown up, the right to a free market, bitcoin as beta?, new […]

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26 Mar 2021

Making Market Music with Roy Niederhoffer

How many families have two brothers who’ve been in the hedge fund game for 30+ years, much less on polar opposites of the long vol/short vol spectrum. We’re talking with the volatility loving, positive skew seeking brother in our episode today, Roy Niederhoffer. Roy is the founder and President of the eponymous R. G. Niederhoffer […]

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