Bitcoin as a Global Macro Trade

Published on
October 21st, 2019
Duration
40 minutes


Bitcoin as a Global Macro Trade

The Interview ·
Featuring John Vincent and Sam Jernigan

Published on: October 21st, 2019 • Duration: 40 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.

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