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Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

FromForward Guidance


Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

FromForward Guidance

ratings:
Length:
22 minutes
Released:
Sep 17, 2023
Format:
Podcast episode

Description

Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023.

Follow Mark Yusko on Twitter https://twitter.com/MarkYusko
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_

Timecodes:
(00:00) Introduction
(00:29) Macro Doesn't Matter For Crypto
(05:24) 4 Main Factors That Affect Venture Capital (VC) Returns
(13:59) Metcalfe's Law As A Valuation Framework
(17:21) Mark Yusko: "I Am Not A Bitcoin Maximalist"
(20:44) Mark Yusko: "I Am A Big China Bull"
Released:
Sep 17, 2023
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.