A Special Announcement - [Web3 Breakdowns, EP.86]

A Special Announcement - [Web3 Breakdowns, EP.86]

Author: Colossus | Investing & Business Podcasts October 20, 2023 Duration: 37:27

In place of our usual quarterly market recap, we have a special announcement to make. The scope of this show, Web3 Breakdowns, will expand and rebrand to Making Markets. Eric and Matt discuss what is changing, why, and, importantly, what will stay the same. 


For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.


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Show Notes

(00:01:27) - (First question) Rebranding from Web3 Breakdowns to Making Markets

(00:06:08) - Why fixed-income investors are obsessed with markets

(00:10:28) - The analysis of companies versus applying analysis to asset classes

(00:12:42) - What it was like to cover the volatility of the cryptocurrency market

(00:20:40) - Why you should have confidence in the cryptocurrency market 

(00:26:09) - What type of guests will appear on the Making Markets podcast 

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Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

Making Markets
Podcast Episodes
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My guest today is David Kalk. David used to run Peter Thiel’s Macro Fund and is currently the CIO of Reflexive Capital where he spends most of his time managing the Crypto-focussed Liquid Trading fund. We start the conve…
Quarterly Market Recap - (Making Markets, EP.14) [not-audio_url] [/not-audio_url]

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Today Matt turns the mic on Eric for the quarterly recap where they talk all things Bitcoin ETF, a strong fourth quarter for 2023, an interesting kick-off to 2024, and Eric's current outlook on the market (anxiety). Plea…
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My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his sk…
Howard Lindzon: The Price is All you Need - [Making Markets, EP.12] [not-audio_url] [/not-audio_url]

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My guest today is Howard Lindzon. It’s impossible to summarize Howard’s resume, but he’s best known for founding StockTwits and as a private and public market investor. We start this conversation with a hilarious story o…
The Almanack of Eric Jorgenson - [Making Markets, EP.11] [not-audio_url] [/not-audio_url]

Duration: 59:12
My guest today is Eric Jorgenson - the author of two books that I really enjoyed- "The Almanack of Naval Ravikant" and "The Anthology of Balaji." In this conversation, he tells us what he learned from studying these grea…
Caroline Taylor: Valuing Fine Art and NFTs - [Making Markets, EP.10] [not-audio_url] [/not-audio_url]

Duration: 44:06
My guest this week is Caroline Taylor. An art valuation expert, Caroline founded the Appraisal Bureau to bring data and analytics to the highly subjective world of art appraisals. We start the conversation with Caroline’…