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Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
Manage episode 455765495 series 3558418
内容由Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert提供。所有播客内容（包括剧集、图形和播客描述）均由 Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed.
Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023. We got back together to discuss how Eric has adapted to the changing environment, including One River’s shift from bespoke offerings to a total portfolio solution and the continued case for Bitcoin. Along the way, Eric shares his keen insights on portfolio construction, left-tail risks, and right-tail opportunities.
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