MacroCrunch
21 episodes - English - Latest episode: almost 3 years ago -Global Investing | Technology
Sean Bill is the host of MacroCrunch, a podcast covering global investing and technology. Sean currently serves as the Chief Investment Officer of the VTA where he is responsible for the oversight and management of a multi-billion dollar investment portfolio. Sean is also an active Angel Investor with a strong focus on the AI/ML, FinTech and GovTech sectors. He is a graduate of Indiana University, Bloomington and the Stanford Graduate School of Business.
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Episodes
E10: AI and DeFi with BlockFi, Bitwise and Vermillion
July 18, 2021 22:11 - 29 minutes - 27.2 MBIn this episode we cover artificial intelligence and the rise of decentralized finance. Matt Hougan, Chief Investment Officer @ Bitwise Jessica Raybeck, Head of Institutional CRM @ BlockFi James Vermillion, Founder and CEO @ Vermillion Private Wealth --- Send in a voice message: https://podcasters.spotify.com/pod/show/sean-bill/message
S2021 E 3: ALTs LA Panel on Artificial Intelligence and Investing
June 01, 2021 00:55 - 31 minutes - 28.8 MBArtificial Intelligence is on the rise. If it takes on such functions as executing trades and picking securities, what are the benefits and the costs? Will there be a human toll? What are the benefits and innovations we expect from AI in the near future? In this episode I discuss these and other topics with Maggie Ralbovsky, Managing Director, Wilshire Associates, Dr. Ashby Monk, Executive Director, Stanford Global Projects Center, and Alex Stimpson Chief Investment Officer at Corient Capita...
E9: ALTs LA Panel on Artificial Intelligence and Investing
June 01, 2021 00:55 - 31 minutes - 28.8 MBArtificial Intelligence is on the rise. If it takes on such functions as executing trades and picking securities, what are the benefits and the costs? Will there be a human toll? What are the benefits and innovations we expect from AI in the near future? In this episode I discuss these and other topics with Maggie Ralbovsky, Managing Director, Wilshire Associates, Dr. Ashby Monk, Executive Director, Stanford Global Projects Center, and Alex Stimpson Chief Investment Officer at Corient Capita...
E8: Lex Sokolin - The DeFi Revolution
March 29, 2021 07:06 - 48 minutes - 44.7 MBIn this episode I interview Lex Sokolin, a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world. Lex focuses on emerging digital assets, public and private enterprise blockchain solutions, and decentralized finance and autonomous organizations. I highly recommend Lex's free weekly letter The FinTec...
S2021 E 2: Lex Sokolin - The DeFi Revolution
March 29, 2021 07:06 - 48 minutes - 44.7 MBIn this episode I interview Lex Sokolin, a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world. Lex focuses on emerging digital assets, public and private enterprise blockchain solutions, and decentralized finance and autonomous organizations. I highly recommend Lex's free weekly letter The FinTec...
E7: Zach Coelius - Angel Investor
March 18, 2021 05:06 - 41 minutes - 38.8 MBZach Coelius is a Founder turned Investor. In this episode we talk about Zach's journey from Minnesota to the Silicon Valley and how he got started as an Angel Investor. Zach takes us through his experience of starting a company, growing that business and then getting gutted by a tech giant. It was a painful but valuable experience with many lessons learned and ultimately helped Zach become a valued Advisor and investor. In this episode we talk about pattern recognition, investment vehicles ...
S2021 E 1: Zach Coelius - Angel Investor
March 18, 2021 05:06 - 41 minutes - 38.8 MBZach Coelius is a Founder turned Investor. In this episode we talk about Zach's journey from Minnesota to the Silicon Valley and how he got started as an Angel Investor. Zach takes us through his experience of starting a company, growing that business and then getting gutted by a tech giant. It was a painful but valuable experience with many lessons learned and ultimately helped Zach become a valued Advisor and investor. In this episode we talk about pattern recognition, investment vehicles ...
S2020 E 6: Nicholas Lee - Investing in China
December 31, 2020 11:09 - 30 minutes - 28.6 MBIn this episode Nick and I discuss investing in China and focus on the private equity space and portfolio construction. We talk about the growth in the consumer, healthcare and services sectors. The episode was recorded prior Covid-19. As the head of Asian Investments, Mr. Lee spearheads Morgan Creek's investment strategy and activities in the region with a particular focus on China, investing in both funds and co-investment opportunities. Prior to relocating to Shanghai in 2011, Mr. Lee wa...
E6: Nicholas Lee - Investing in China
December 31, 2020 11:09 - 30 minutes - 28.6 MBIn this episode Nick and I discuss investing in China and focus on the private equity space and portfolio construction. We talk about the growth in the consumer, healthcare and services sectors. The episode was recorded prior Covid-19. As the head of Asian Investments, Mr. Lee spearheads Morgan Creek's investment strategy and activities in the region with a particular focus on China, investing in both funds and co-investment opportunities. Prior to relocating to Shanghai in 2011, Mr. Lee wa...
S 2020 E 5: Cody Willard - Revolutionary Companies
December 31, 2020 10:38 - 37 minutes - 34.4 MBIn this episode Cody and I discuss investing in revolutionary companies. Cody bought Apple at $1, Google at its IPO, Facebook at $20, Tesla at $200 and he still owns all of them! He is an investor in SpaceX and sees space exploration as a multi-trillion dollar opportunity. This episode was recorded in December of 2019 in Abu Dhabi. Cody Willard is the publisher of a subscription-based investment newsletter TradingWithCody.com and the author of the #1 Amazon best-seller, "Everything You Need...
E5: Cody Willard - Revolutionary Companies
December 31, 2020 10:38 - 37 minutes - 34.4 MBIn this episode Cody and I discuss investing in revolutionary companies. Cody bought Apple at $1, Google at its IPO, Facebook at $20, Tesla at $200 and he still owns all of them! He is an investor in SpaceX and sees space exploration as a multi-trillion dollar opportunity. This episode was recorded in December of 2019 in Abu Dhabi. Cody Willard is the publisher of a subscription-based investment newsletter TradingWithCody.com and the author of the #1 Amazon best-seller, "Everything You Need...
S 2020 E 4: Troy Gayeski - Portfolio Construction
December 31, 2020 09:44 - 42 minutes - 38.9 MBIn this episode Troy and I discuss portfolio construction, manager research, developing investment themes and go deep on Bank Trust Preferred Securities (TruPs) to illustrate how SkyBridge invest capital. We also touch on Opportunity Zones and there potential to economically energize communities. This interview was recorded in September 2019, before the COVID-19 pandemic, so a lot has changed, but the concepts are timeless. Troy A. Gayeski, CFA is a Partner and Senior Portfolio Manager at S...
E4: Troy Gayeski - Portfolio Construction
December 31, 2020 09:44 - 42 minutes - 38.9 MBIn this episode Troy and I discuss portfolio construction, manager research, developing investment themes and go deep on Bank Trust Preferred Securities (TruPs) to illustrate how SkyBridge invest capital. We also touch on Opportunity Zones and there potential to economically energize communities. This interview was recorded in September 2019, before the COVID-19 pandemic, so a lot has changed, but the concepts are timeless. Troy A. Gayeski, CFA is a Partner and Senior Portfolio Manager at S...
S 2020 E 3: Arun Muralidhar - Smart Rebalancing
December 31, 2020 08:57 - 26 minutes - 12.6 MBIn this episode, Arun and I discuss portfolio construction and the importance of re-balancing your portfolio on a consistent basis. Arun Muralidhar, has experience in and has written extensively on asset allocation, currency management and the importance of re-balancing portfolios. Arun is Co-Founder of Mcube Investment Technologies LLC (www.mcubeit.com) and Co-Founder and Client Portfolio Manager of AlphaEngine Global Investment Solutions (AEGIS), an SEC registered investment advisor that ...
E3: Arun Muralidhar - Smart Rebalancing
December 31, 2020 08:57 - 26 minutes - 12.6 MBIn this episode, Arun and I discuss portfolio construction and the importance of re-balancing your portfolio on a consistent basis. Arun Muralidhar, has experience in and has written extensively on asset allocation, currency management and the importance of re-balancing portfolios. Arun is Co-Founder of Mcube Investment Technologies LLC (www.mcubeit.com) and Co-Founder and Client Portfolio Manager of AlphaEngine Global Investment Solutions (AEGIS), an SEC registered investment advisor that ...
E2: Mark Yusko - Endowment Model
December 31, 2020 08:49 - 1 hour - 56.3 MBIn this episode Mark and I discuss portfolio construction, the endowment model and the importance of innovation and growth investing. Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founde...
S 2020 E 2: Mark Yusko - Endowment Model
December 31, 2020 08:49 - 1 hour - 56.3 MBIn this episode Mark and I discuss portfolio construction, the endowment model and the importance of innovation and growth investing. Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founde...
S 2020 E 1: Anthony Pompliano - Get Off Zero!
December 31, 2020 08:37 - 33 minutes - 31.3 MBA brief interview with "Pomp" on all things Bitcoin. Anthony Pompliano is a Founder and Partner at Morgan Creek Digital Assets. He was previously a Managing Partner at Full Tilt Capital, which was acquired by Morgan Creek in early 2018. In this interview we discuss how Pomp got into Crypto and his framework for investing in blockchain companies. This interview was recorded in March of 2019 in San Francisco with a small group of 20 institutional investors. https://twitter.com/APompliano ...
E1: Anthony Pompliano - Get Off Zero!
December 31, 2020 08:37 - 33 minutes - 31.3 MBA brief interview with "Pomp" on all things Bitcoin. Anthony Pompliano is a Founder and Partner at Morgan Creek Digital Assets. He was previously a Managing Partner at Full Tilt Capital, which was acquired by Morgan Creek in early 2018. In this interview we discuss how Pomp got into Crypto and his framework for investing in blockchain companies. This interview was recorded in March of 2019 in San Francisco with a small group of 20 institutional investors. https://twitter.com/APompliano ...
MacroCrunch Podcast Trailer
June 14, 2020 21:45 - 54 seconds - 855 KBSean Bill is the host of MacroCrunch, a bi-weekly podcast covering money, politics and technology, Sean currently serves as the Chief Investment Officer of the VTA where he is responsible for the oversight and management of a multi-billion dollar investment portfolio. Sean is also an active Angel Investor with a strong focus on the FinTech and GovTech sectors. He is a graduate of Indiana University, Bloomington and the Stanford Graduate School of Business. --- Send in a voice messa...
MacroCrunch (Trailer)
January 05, 2020 05:40 - 54 seconds - 855 KB--- Send in a voice message: https://anchor.fm/sean-bill/message