1h 6 min
E123 - Brevan Howard's Rob Bogucki & The Fifth Macro Asset Class: A Crypto Odyssey In Search of Green Marbles
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- Inversiones
Jordi and G3 are joined by special guest Robert Bogucki, a Portfolio Manager at Brevan Howard, where he leads liquid trading for BH Digital, the firm’s digital assets business.
Rob’s perch puts him right in the middle of the action when it comes to crypto flows, trends and narratives. He is also an old friend of Jordi’s who, as our listeners know, has a sharply defined vision for where crypto is heading.
With a little friendly provocation by G3, these two one-time derivatives traders had the green marbles flying in no time.
Please check important disclosures at the end of the episode
This podcast was recorded on February 27th.
Timestamps:
How did Rob make the transition into crypto? [9:35]Who helped Rob overcome his initial skepticism on crypto? [14:49]How does Jordi view Bitcoin vs. other digital assets such as Ethereum and Solana? [27:54]What is the importance of the Bitcoin spot ETF to the macro landscape? [36:57]What is Rob’s perspective on crypto’s inherent volatility? [50:45]
Resources:
Linkedin Biography for Robert Bogucki9 Spot Bitcoin ETFs Break Volume RecordsUnraveling the Difference Between Bitcoin, Ethereum and SolanaHow Hedging Helps Bitcoin Miners
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.
Jordi and G3 are joined by special guest Robert Bogucki, a Portfolio Manager at Brevan Howard, where he leads liquid trading for BH Digital, the firm’s digital assets business.
Rob’s perch puts him right in the middle of the action when it comes to crypto flows, trends and narratives. He is also an old friend of Jordi’s who, as our listeners know, has a sharply defined vision for where crypto is heading.
With a little friendly provocation by G3, these two one-time derivatives traders had the green marbles flying in no time.
Please check important disclosures at the end of the episode
This podcast was recorded on February 27th.
Timestamps:
How did Rob make the transition into crypto? [9:35]Who helped Rob overcome his initial skepticism on crypto? [14:49]How does Jordi view Bitcoin vs. other digital assets such as Ethereum and Solana? [27:54]What is the importance of the Bitcoin spot ETF to the macro landscape? [36:57]What is Rob’s perspective on crypto’s inherent volatility? [50:45]
Resources:
Linkedin Biography for Robert Bogucki9 Spot Bitcoin ETFs Break Volume RecordsUnraveling the Difference Between Bitcoin, Ethereum and SolanaHow Hedging Helps Bitcoin Miners
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.
1h 6 min