Delphi's Markets Year Ahead 2025

Delphi's Markets Year Ahead 2025

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics bet...

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Episoder(478)

Dan Hannum: Slow, Steady, and Silent. A Crypto OG That Stays Under the Radar

Dan Hannum: Slow, Steady, and Silent. A Crypto OG That Stays Under the Radar

Hosts Tom Shaughnessy sits down with Dan Hannum, the COO of ZenLedger and Founder and CIO at Hannum Capital Management. On this episode we discuss Dan's past on Wall Street to Blockchain Capital to ev...

11 Jun 20201h 2min

Avoiding Pitfalls & Crisis Investing

Avoiding Pitfalls & Crisis Investing

Kevin Kelly welcomes Cullen Roche, Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stoc...

3 Jun 202056min

Andreas M. Antonopoulos: A Pragmatist’s View on The World & Its Future

Andreas M. Antonopoulos: A Pragmatist’s View on The World & Its Future

Hosts Tom Shaughnessy and Medio Demarco sit down with Andreas M. Antonopoulos, the best-selling author, speaker, educator, and highly sought after expert in Bitcoin and open blockchain technologies. T...

1 Jun 20201h 1min

Macro Is Back

Macro Is Back

Kevin Kelly sits down with Teddy Vallee, Founder & CIO of Pervalle Global, to get his insights on the latest market rally, disappointing outlook for global equities, why small businesses in the US wil...

28 Mai 202044min

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger

Ian Cassel: A Legendary Investor’s Search For A 100-Bagger

On this episode, Tom Shaughnessy interviews a long time friend Ian Cassel. We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious...

25 Mai 20201h 2min

Market Dispersion & Post-Crisis Consequences

Market Dispersion & Post-Crisis Consequences

In this episode, Kevin Kelly sits down with Mark Yukso, the CEO & CIO of Morgan Creek Capital Management and Managing Partner of Morgan Creek Digital Assets, to discuss the current state of markets,...

18 Mai 20201h 10min

Multicoin’s Ben and Tony: The Trust Spectrum

Multicoin’s Ben and Tony: The Trust Spectrum

In this episode, Tom Shaughnessy talks with Ben Sparango and Tony Sheng of Multicoin capital to discuss their latest report on The Trust Spectrum. We will keep this short, as the episode covers everyt...

13 Mai 202038min

The Tie’s Joshua Frank: The State of Digital Assets

The Tie’s Joshua Frank: The State of Digital Assets

In this episode,Kevin Kelly talks with Joshua Frank, CEO of The Tie about their mega 60 page State Of Digital Assets Report. The Tie filters 850M+ tweets per day, tracks unique sentiment, conducted in...

11 Mai 202056min

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