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This is a paid sponsorship on behalf of Van Eck Associates Corporation.
Today’s episode of Forward Guidance is a special fireside chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund. Kanade shares his philosophy for investing in crypto, and discusses his views on Prior to joining VanEck, Mr. Kanade worked as a Credit Portfolio Manager at Millennium Management.
Pranav’s Substack: https://killerapps.substack.com/
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Timestamps:
(00:00) Introduction
(00:31) Kanade's Journey Into Crypto
(10:43) Kanade's Investment Philosophy
(13:55) Is Crypto In A New Bull Market?
(35:32) Leverage And Funding Rates
(38:01) How Macro (And The Federal Reserve) Impacts Crypto
(48:45) Decentralized Physical Infrastructure Network (DePIN)
(52:42) Tesla
(54:54) Crypto Venture Capitalists (VCs)
(58:15) Eth vs. Sol
(01:01:12) At This Stage, Most AI Crypto Things Is "Nonsense"
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward
Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription.
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Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth
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_
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Timestamps:
(00:00) Introduction
(01:46) The QT Taper
(05:25) Was The May FOMC Meeting A Dovish or a Hawkish Meeting?
(09:01) The Fed Is Now Focusing On The Softening Labor Market, Argues Danielle DiMartino Booth
(22:53) U.S. Economy Entered Recession In October, Argues Danielle DiMartino Booth
(29:53) Consumer Spending
(33:11) Layoffs in 2024
(36:22) New Neutral Rate Of Interest
(38:32) Private Equity & Private Credit
(47:07) The Bernanke Doctrine
(51:24) Basel III Endgame
(56:33) Dissents
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
