Style Channels

Contrarian

Cathie Wood: Creative Disruption and the Sectors It Will Devastate

13D Research & Strategy founder and CEO Kiril Sokoloff welcomes long-time friend and the world’s greatest innovation investor in public markets Cathie Wood, founder and CEO of ARK Investment Management LLC. Drawing on her professional and personal life experiences, Wood shares how they have shaped her perspective on the rapidly evolving exponential trends that will disrupt the investment landscape—and sooner than many expect. She projects that transformative innovation will lift the market cap in publicly-traded companies focused in these technologies from $14 trillion to $75 trillion in the next five to ten years, which threatens to make nearly half of the companies in the S&P 500 obsolete. As well, Sokoloff and Wood explore the challenges posed to the asset management industry as it has been slow to adjust to the high-speed pace of this technological change. Taking into account the Fed’s ongoing dovish policy stance, the movement of bond yields, and the shift to a consumption of services, Wood also unpacks her insights into the cyclical deflationary set-up she sees unfolding. Filmed on July 13, 2021.

Growth

Bitcoin Is Eating the World

In this timely and in-depth discussion brought to viewers by this year's Crypto Gathering event, Peter McCormack, host of What Bitcoin Did, welcomes Nic Carter, partner of Castle Island Ventures, and Jack Mallers, founder and CEO of Strike, to dive into the macro framework for Bitcoin's adoption and shortcomings of its energy critiques. Carter and Mallers both believe that Bitcoin's global and inclusive qualities make it the most effective monetary network for conducting international business. Combined with weakening sovereign currencies, Bitcoin is poised to provide stability and convenience for cash finality without credit risk. Furthermore, the trio argues that the traditional and outdated banking system was already facing scrutiny for problems that Bitcoin can solve. Filmed during the Crypto Gathering 2021.

High Yield & Income

Bitcoin Is Eating the World

In this timely and in-depth discussion brought to viewers by this year's Crypto Gathering event, Peter McCormack, host of What Bitcoin Did, welcomes Nic Carter, partner of Castle Island Ventures, and Jack Mallers, founder and CEO of Strike, to dive into the macro framework for Bitcoin's adoption and shortcomings of its energy critiques. Carter and Mallers both believe that Bitcoin's global and inclusive qualities make it the most effective monetary network for conducting international business. Combined with weakening sovereign currencies, Bitcoin is poised to provide stability and convenience for cash finality without credit risk. Furthermore, the trio argues that the traditional and outdated banking system was already facing scrutiny for problems that Bitcoin can solve. Filmed during the Crypto Gathering 2021.

Cryptos, Gold, & Hard Assets

Bitcoin Is Eating the World

In this timely and in-depth discussion brought to viewers by this year's Crypto Gathering event, Peter McCormack, host of What Bitcoin Did, welcomes Nic Carter, partner of Castle Island Ventures, and Jack Mallers, founder and CEO of Strike, to dive into the macro framework for Bitcoin's adoption and shortcomings of its energy critiques. Carter and Mallers both believe that Bitcoin's global and inclusive qualities make it the most effective monetary network for conducting international business. Combined with weakening sovereign currencies, Bitcoin is poised to provide stability and convenience for cash finality without credit risk. Furthermore, the trio argues that the traditional and outdated banking system was already facing scrutiny for problems that Bitcoin can solve. Filmed during the Crypto Gathering 2021.

Foreign Exchange

TradeStation: Building a Crypto Trading Platform from the Ground Up

The moment short-term trader James Putra, senior director and head of strategy at TradeStation, decided to trade exclusively in crypto was pivotal in creating TradeStation’s crypto trading platform. From setting up his first mining rig to educating TradFi firms on this new sector, Putra noticed a substantial division between the tech-dominant crowd populating early crypto companies and the traditional finance folks he was used to. These two crowds didn’t always "speak the same language," as he puts it. Acting as an intermediary between these two worlds, Putra has been able to incorporate the wisdom of TradFi into the immensely volatile world of crypto that gives traders a leg up in harnessing such volatility. Interviewed by Ash Bennington on July 15, 2021.

Insurance

"Reading the Soup" as a Crypto VC Firm

Picking the big fish in the sea of crypto is no easy task—George McDonaugh, co-founder and managing director of KR1 plc, and Keld van Schreven, co-founder and managing director of KR1 plc, join Real Vision CEO and co-founder Raoul Pal to share their expertise on early investing. Growing their company to a market cap of over $147 million, van Schreven and McDonaugh are both veterans in the investment space, dating back to the pre-Dot-Com era. With multiple 100x investments made through KR1, they give us a preview into the decision process that goes on behind the scenes, the consequences of being too early, and a fascinating discussion on the future of community-based economies. Filmed on July 14, 2021.

Private Equity

Bitcoin Is Eating the World

In this timely and in-depth discussion brought to viewers by this year's Crypto Gathering event, Peter McCormack, host of What Bitcoin Did, welcomes Nic Carter, partner of Castle Island Ventures, and Jack Mallers, founder and CEO of Strike, to dive into the macro framework for Bitcoin's adoption and shortcomings of its energy critiques. Carter and Mallers both believe that Bitcoin's global and inclusive qualities make it the most effective monetary network for conducting international business. Combined with weakening sovereign currencies, Bitcoin is poised to provide stability and convenience for cash finality without credit risk. Furthermore, the trio argues that the traditional and outdated banking system was already facing scrutiny for problems that Bitcoin can solve. Filmed during the Crypto Gathering 2021.

Short Selling

INK Ultra Money Free: Insiders of steel

Insider commitment remains strong at steelmaker Stelco Holdings (STLC). INK Research takes a look at the stock which is a member of the inflation-sensitive INK Canadian Insider Index. The Index has been a top-performer in North America this year. (See the subscriber version for the INK Canadian Insider constituents link). If you are not a member, join us today as we let the insiders guide us to opportunity.

Activist

Understanding Copper's Future in an Electrified World

Gianni Kovacevic, CEO & founder of CopperBank, shares his insights on the prospects of copper, CopperBank’s investment strategy, and the economics of the copper mining industry. Kovacevic argues that the global transition to electrification away from oil and gas will exponentially increase the demand for copper. He explains the factors that make Arizona and Nevada attractive for potential investment as well as the impact of higher copper prices on CopperBank's strategy. Kovacevic believes that the future widespread implementation of batteries is positive for copper since it is an effective interconnector. Filmed on June 23, 2021.

Energy

Bitcoin Is Eating the World

In this timely and in-depth discussion brought to viewers by this year's Crypto Gathering event, Peter McCormack, host of What Bitcoin Did, welcomes Nic Carter, partner of Castle Island Ventures, and Jack Mallers, founder and CEO of Strike, to dive into the macro framework for Bitcoin's adoption and shortcomings of its energy critiques. Carter and Mallers both believe that Bitcoin's global and inclusive qualities make it the most effective monetary network for conducting international business. Combined with weakening sovereign currencies, Bitcoin is poised to provide stability and convenience for cash finality without credit risk. Furthermore, the trio argues that the traditional and outdated banking system was already facing scrutiny for problems that Bitcoin can solve. Filmed during the Crypto Gathering 2021.