Hi, this is George. You may know me from the FintechOrama YouTube channel. You are getting this email because you’ve signed up for the Alternative Investments Course or via YouTube.
This newsletter will provide updates on learning resources and insights into investment careers and concepts.
It’s been a bit quiet on the main YouTube channel. I posted an alternative ending to Bitcoin Season 5. I think it was pretty cool, but it’s the worst-performing video😱 in a long time. So I am trying to figure out if YouTube plays tricks on me or if I need to rethink what content you guys want to watch. Got feedback? Let’s talk
On the other hand, the podcasts have been firing up with the exploration of concepts and careers.
(Below are YouTube links only, but if you prefer audio, it’s here)
Alternative Investment Careers: VC & Quant
Venture Capital is booming and recruiting like never before. I spoke to Alex Tong, Principal at Information Venture Partners, a VC firm, about how to get into the industry and what it means to be a VC on a day to day basis.👇🏼
We also discussed Quant Careers with Christian Kahl, Math PhD, Quant and Managing Director at Fincad, a risk analytics firm. It’s a lot more open today than it was a decade ago. It’s not a bad idea to have a PhD in Maths, but it’s not compulsory anymore.
Concepts: The VIX, Tokenization, Special Situations
Over 500 people said they were interested to learn more about the VIX index, which appears a few times in episodes of Billions.
We went on a deep (and technical) dive into the VIX with Christian Kahl.
Other concepts explored this month:
Special Situations: This conversation with Jim Osman changed my perspective about generating Alpha in the public equity markets
Tokenization: We hear about the billions flowing into NFTs, but in financial markets tokenization will have a multi-trillion dollar impact
And finally, we need to talk about the ‘Bitcoin ETF’
I think ETFs are great. They are the main instruments I use for my investments.
I’m long Bitcoin (not enough), and I’m fascinated not just by the price of $BTC but also by the possibilities of the Bitcoin network (more on that soon).
But the combination of these two innovations in a “Bitcoin-linked ETF” such as $BITO is a terrible idea. I explain why in 2 shorts below:
Personal news: I’ve started a new project as “Open Banking Ambassador” for Nordigen.
💬Have feedback, questions or want to chat with others, join the Discord server.
🧑🏽🎓To go deeper on all the concepts we explore on YouTube, join the course: Fundamentals of Alternative Investing ($49)
🐥Let’s connect on Twitter. I’ve been more active there and enjoying the interactions
Stay tuned!
George