QCP Capital: A Breakdown of Asia's Crypto Markets

QCP Capital: A Breakdown of Asia's Crypto Markets

Crypto Wednesday: Darius Sit and Joshua Ho, co-founders of QCP Capital, joins Raoul Pal, Real Vision CEO and co-founder, to discuss Asia's crypto demand, how it differs from the West, and the future of those markets. Sit explains that almost no one in China uses physical dollars any more and that the existing, widespread usage of digital payments paves way for a smooth transition into the adoption of crypto payments. Ho mentions that this isn't just specific to Asia—all countries with a remittance corridor are likely to find utility and value from adopting crypto payments systems, which allow them to bypass the high intracountry remittance costs. They both believe that corporations are almost ready to begin allocating capital to the crypto space, but they are now looking for the most appropriate products to allocate to as crypto seems to have now been broadly accepted and legitimized. Recorded on March 23, 2021. Key Learnings: China already has a strong digital-first culture and will likely be able to pivot to crypto payments much faster than other places. Remittances seem to be the most important factor in the usage of crypto in Asia and elsewhere as it allows them to bypass high fees when sending money to friends and family in different jurisdictions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2006)

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Maalis 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Maalis 201753min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Helmi 201752min

Adventures in Finance 3 - Opportunities in German Real Estate

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Helmi 201754min

Adventures in Finance 2 - Geopolitical Framework for Investing

Adventures in Finance 2 - Geopolitical Framework for Investing

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Helmi 201757min

Adventures in Finance 1 - Aftermath of India Demonetization

Adventures in Finance 1 - Aftermath of India Demonetization

Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his mistakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Tammi 201758min

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