Media
Podcast: Bridging TradFi & Crypto
In the episode I shared my thoughts on cryptocurrency investing, how I think about valuation and investment in the space, crypto regulation, and the role it might play in the future.
Listen to the episode on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/cfa-dfw-charterholder-chatter/id1606239163?i=1000672722547
Spotify: https://open.spotify.com/episode/2rggDThwpHZVxRTj7q3ltE?si=sS1g1qquQ0uosEWfcPxevw
I had the pleasure of being a guest on CFA Society Dallas/Fort Worth's podcast, Charterholder Chatter.
Is Widespread Crypto Adoption Inevitable?
We are on the cusp of a major shift in financial, political, and social power from Baby Boomers toward Millennials that, combined with digitization and monetary policy shifts, will continue to drive regulatory changes supporting the adoption of cryptoassets.
Enterprising Investor is the CFA Institute’s online blog. It is a forum for provocative and useful analysis of current issues in finance and investing.
BITCOIN VALUATION: FOUR METHODS
Bitcoin, being a non-traditional asset without cash flows and earnings does not conform to generally accepted valuation methods like the dividend discount or discounted cash flow models. This a pioneering area in finance that will grow in importance over time and Sound money is at the forefront.
It is great to see a traditional financial institution like the CFA Institute embrace these alternative valuation measures and the impact of this powerful technology.
Enterprising Investor is the CFA Institute’s online blog. It is a forum for provocative and useful analysis of current issues in finance and investing.
CIO Rob Price appeared on CNBC Africa in October 2023 to discuss bond market weakness, monetary regime change risks and the implications for crypto & USD stablecoins
CIO Rob Price discussed 2023 crypto performance, the bitcoin ETF and crypto regulation on CNBC Africa in September 2023
Crypto Rising? Beyond High Beta Equity and FTX
It is great to collaborate with the CFA Institute in August 2023 to dispel a few key misunderstandings about crypto
>Bitcoin has decoupled from equity confirming that it is not high-beta equity
>FTX created a toxic perception but this was the opportunity to look closer
Enterprising Investor is the CFA Institute’s online blog. It is a forum for provocative and useful analysis of current issues in finance and investing.
Bitcoin Loves a banking Crisis
Fragility in the banking system and the Fed's insistence on loosening highlighted a key value proposition of bitcoin and the crypto ecosystem. We discussed this and many other topics with Ciaran Ryan on the MoneyWeb Crypto podcast
Moneyweb is a South African media company producing independent, high-quality investment information and business news
FTX: Crypto Is the Cure, Not the Cause
FTX is simultaneously the biggest fraud and the culmination of the largest banking crisis in the history of the crypto industry. But the FTX debacle has very little to do with crypto itself: It is merely another episode in global finance’s long history of such catastrophes.
Enterprising Investor is the CFA Institute’s online blog. It is a forum for provocative and useful analysis of current issues in finance and investing.
The ethical case for investing in bitcoin
There is an ethical case for investing in bitcoin. What governments have done to our money is the biggest challenge faced by the world in the 2020’s. Bitcoin is the technology equivalent of the steam train and the internet.
Moneyweb is a South African media company producing independent, high-quality investment information and business news
Ignore the alarmists: bitcoin’s energy consumption is justified
In this article for Tech Central Rob presented five reasons why bitcoin mining energy consumption is worthwhile as we endeavour to liberate millions from financial tyranny.
TechCentral is South Africa's leading business-focused technology publication. Local and world news, analysis, opinion and podcasts.
Crypto is the last bastion of free markets, where creative destruction is still allowed
In the wake of the 2022 market crash, Rob penned an article for Hedge News Africa.
The recent collapse of the crypto markets provides an opportune moment to revisit and reflect. Clearly there are lessons to learn and soul searching required. But contrary to the commentary from many pundits, the cleanse under way in crypto 2022 is one of its biggest strengths. It is exactly at the time when detractors are trammeling on the grave that investors should take interest.
The challenge and opportunity of a lifetime
HedgeNews Africa sat down with Rob in February 2022 to discuss his macro thesis heading into 2022.
We are at a critical juncture in the 2020s. Record high valuations, record low interest rates, rising inflation and numerous social pressures are being forced on to the investment industry, including inequality and environmental degradation. My view is that these challenges are all related and that they are going to be difficult to solve until we start looking at them from a holistic lens…
HedgeNews Africa is the most timely, accurate and independent source of information covering the alternative investment space across the emerging African continent and the South African hedge fund industry.
Co-Opted By Wall Street: Bitcoin’s Biggest Risk?
Bitcoin Magazine featured Rob’s article on the rising correlation between bitcoin and the S&P500 in December 2021.
Bitcoin’s potential is immense — an independent global reserve asset, the foundation of a more ethical financial system, uncorrupted by centralized financial overlords. But what is the risk that bitcoin could become co-opted and corrupted by those centralized financial overlords? What if bitcoin loses its independence? What if bitcoin merely becomes another speculative Wall Street plaything?
Bitcoin Magazine is the oldest and most established source of news, information and expert commentary on Bitcoin, its underlying blockchain technology and the industry that has been built up around it.
SOUND MONEY & BITCOIN
Rob appeared on the Solutions podcast with David Ansara in May 2021.
Solutions Podcast #5
Gold, Bitcoin and Current MacrO
Rob appeared on the Alt Asset Allocation podcast with Ben Lakoff in September 2020.
Alt Asset Podcast #9
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