EP38: Joe Consorti on Cross Asset Correlations, Bitcoin Trading as Risk, and the Macro Environment
Feb 21, 2023 ·
59m 2s
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Description
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of #Bitcoin. I’m your host, Kane McGukin,...
show more
Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of #Bitcoin.
I’m your host, Kane McGukin, and in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer.
Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He’ll be diving deep into the impact of Bitcoin’s small liquidity profile and how that translates to its heavy correlation with equities.
But that’s not all - Joe’s insights go beyond just Bitcoin. He’ll be providing valuable knowledge on cross asset correlations, Bitcoin’s informational arbitrage, and the unique circumstance of a long volatility asset trading as a short vol asset.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Joe Consorti on Navigating Bitcoin’s Noise.
Additional topics covered:
Joe Consorti
Twitter: https://twitter.com/JoeConsorti
The Bitcoin Layer: https://thebitcoinlayer.substack.com/
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Apple Podcast: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361
Be sure to like and leave a rating. Thanks for listening!
show less
I’m your host, Kane McGukin, and in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer.
Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He’ll be diving deep into the impact of Bitcoin’s small liquidity profile and how that translates to its heavy correlation with equities.
But that’s not all - Joe’s insights go beyond just Bitcoin. He’ll be providing valuable knowledge on cross asset correlations, Bitcoin’s informational arbitrage, and the unique circumstance of a long volatility asset trading as a short vol asset.
If you’re looking to gain a better understanding of Bitcoin’s past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let’s dive into the world of Bitcoin with Joe Consorti on Navigating Bitcoin’s Noise.
Additional topics covered:
- Getting Comfortable with Risk taking
- Bitcoin: the ability to opt-out
- The power of an infinitely scarce asset
- Bitcoin and the impact of liquidity facilities
Joe Consorti
Twitter: https://twitter.com/JoeConsorti
The Bitcoin Layer: https://thebitcoinlayer.substack.com/
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com
Apple Podcast: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361
Be sure to like and leave a rating. Thanks for listening!
Information
| Author | Kane McGukin |
| Organization | Kane McGukin |
| Website | - |
| Tags |
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