#351 – Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die
In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to blockchain based digital assets.
In today’s episode, we start with a brief overview of the asset management space and what Leigh learned from running Estimize, the largest estimates financial platform in the world. Then we turn to crypto. We hear what sparked Leigh’s interest in the space and the process of building a trend and momentum model that led him to push his chips all in last October.
We talk about the importance of crypto’s incentive structure, what things like staking and crypto lending mean, and what some of the biggest risks are in the space.
Please enjoy this episode with Starkiller Capital’s Leigh Drogen.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today’s episode is brought to you by Vinovest. Vinovest makes it easy to invest in fine wine. Vinovest’s investment platform lets you buy and sell wines that have increased in value like Screaming Eagle and Chateau Lafite. Vinovest provides access, storage, and insurance. All you have to do is sit back, relax, and enjoy a glass of wine. In fact, fine wine has outperformed the S&P 500 over the last 20 years. You can get started in just minutes online. Go to vinovest.co to create an account and invest in fine wine today.
More episodes from The Meb Faber Show
#417 – Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.
In today’s episode, we’re talking to a growth …
#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion.
In today’s …
#415 – Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare …
#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.
In today’s episode, …
#413 – Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid …
#412 – Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal
Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover:
- The Idea Farm is now free!!!
- YTD stock & bond returns
- …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.