Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Van Eck - Pranav Kanade (Episode #17)

Van Eck - Pranav Kanade (Episode #17)

FromScenius Studio


Van Eck - Pranav Kanade (Episode #17)

FromScenius Studio

ratings:
Length:
57 minutes
Released:
Apr 26, 2023
Format:
Podcast episode

Description

In this episode, Ben sits down with Pranav Kanade, Portfolio Manager of Van Eck's Digital Assets Alpha Fund. Pranav left an illustrious career as a credit Portfolio Manager at Millennium to lead Van Eck’s active crypto hedge fund strategy. The institution's robust platform paired with Pranav's thesis-driven investment process shines a light on how TradFi and crypto are blending together at the highest level of the investment world. 
Let's get into it.

Timestamps
2:47 What is the Ethereum Shapella upgrade and how important is it?
7:03 What is your background?
14:33 How does your credit and distressed investing experience contribute to your current work at Van Eck?
16:31 What was your pitch to Jan Van Eck on launching an active crypto hedge fund strategy?
22:19 What’s it like running a crypto strategy within a highly regulated, large institution?
25:30 What are the investment themes that you are most focused on in the short-term?
29:41 What are some NFT innovations that are under appreciated?
32:40 What infrastructure needs to be built for institutions to participate on-chain?
36:20 USDC vs. a potential US Dollar denominated CBDC?
43:00 How correlated are assets currently and how does that influence your portfolio construction?
47:06 What is your most contrarian take in crypto?
50:35 What is your most contrarian take outside of crypto?
56:29 Where can people learn more about you?

Resources Mentioned
Shapella
ERC-4337
Van Eck Bitcoin Strategy ETF
Homebase
Auto-GPT

Connect with the guest
Follow Pranav on Twitter https://twitter.com/pkan90
Follow VanEck on Twitter https://twitter.com/vaneck
Van Eck https://www.vaneck.com/corp/en/

Disclaimer 
Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.
Released:
Apr 26, 2023
Format:
Podcast episode

Titles in the series (41)

With this podcast, we aim to give listeners inside access to the best and brightest investors in the crypto asset management space. In each episode, host, Ben Jacobs will chat with a leading crypto and blockchain venture fund or hedge fund manager as we explore the complexities of operating an investment fund at the bleeding edge of innovation.