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EssentialThe Essential Conversation

Bitcoin as a Global Macro Trade

Featuring John Vincent and Sam Jernigan

Oct 21, 2019 • 39 minutes

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Essential

The Essential Conversation

Bitcoin as a Global Macro Trade

What role do digital assets play in a modern global macro portfolio? John Vincent and Sam Jernigan discuss profiting from the bitcoin trade.

Featuring John Vincent and Sam Jernigan

Oct 21, 2019 • 39 minutes

What role do digital assets play in a modern global macro portfolio? John Vincent and Sam Jernigan of Wakem Global Opportunity Fund discuss profiting from the bitcoin trade — including portfolio construction, inter-asset correlations, volatility, skew, and the role of covered calls. Vincent and Jernigan also explore more fundamental aspects of digital assets, such as the inherent conflict between the store of value and medium of exchange functions. Filmed on September 9, 2019 in New York. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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