S&P Global Market Intelligence – The Future of Regulatory Compliance

Hi All, I’ll be presenting on a panel at this week’s S&P Global Conference called “The Future of Regulatory Compliance”.  We’ll be talking about regulations for cryptocurrencies.  My fellow panelists work for large firms and want the US to have a regulatory framework so their firms know what they can and can’t do.  They also … Read more

The Depth Report – A Basic Guide to Hedging for the Amateur/Intermediate Investor

Overview: We’ve been getting a lot of important questions recently from amateur investors regarding some of the more advanced topics we discuss at Deep Knowledge Investing.  Many people have been taught about things like diversification and dollar cost averaging, but don’t really understand things like hedging, offsetting different kinds of risk, or shorting stocks.  That’s … Read more

The Depth Report – The New Inflation Number is Huge – And is Understated

Overview: The US Bureau of Labor Statistics just announced the March Consumer Price Index (CPI) at 8.5%, the highest number in just over 40 years.  Some government officials are pointing to the core number excluding food and energy (for people who don’t use either?) of “just” 6.5% which is the highest number in just under … Read more

The Depth Report Bitcoin 2022 – How I Learned to Stop Worrying and Abandon Fiat Currency

I spent most of last week at the Bitcoin2022 conference in Miami.  A few notes on the experience:   First, the amount of enthusiasm, energy, capital, and intellectual horsepower behind Bitcoin, cryptocurrencies, the blockchain, and the developing applications of these technologies is incredible.  For those of you who haven’t seen it yet, there are enormous … Read more

Bitcoin 2022 Conference in Miami

Hi All, I’m heading to Miami tomorrow for the Bitcoin 2022 conference.  Michael Bucella, Partner at BlockTower, who did a webinar with Deep Knowledge Investing last summer will be there as well as Anthony Pompliano who helped publicize our white paper on Bitcoin.  It should be a fantastic opportunity to learn a lot in four … Read more

Deep Knowledge Investing Interviewed at Invested.dk Conference

We’d like to thank the team at Invested.dk for hosting us at their World’s Best Stock Traders investment conference. Link to the conference here:  https://www.invested.dk/bedsteaktier Link to the interview here:  https://www.youtube.com/watch?v=WIvyeFkMXSc In particular, we’d like to thank Christian Kongsted for a great interview, Erik Bork for organizing, and the highly-engaged audience who asked the right … Read more

How Cryptocurrency Managers Evaluate Non-Bitcoin Cryptocurrency

We’ve done multiple calls and written on Bitcoin in the last year, and we’re now getting regular questions about other cryptocurrencies. Is Ethereum “better” than Bitcoin? Are there other cryptocurrencies we should be buying along with or instead of Bitcoin? And how do we distinguish between a quality cryptocurrency with owner-friendly policies and security vs cryptocurrencies with practices that are less secure or advantageous.

To explore this topic, we’ll be hosting experts who actively manage money in the space; Chris Bell and Michael Bucella.

Chris Bell is Managing Director/ National Sales manager of Horizon Kinetics, LLC a NY based asset manager that runs a cryptocurrency fund. He has 35 years in the financial securities business and began his trip down the crypto rabbit hole in late 2015 when he read the Bitcoin white paper. Chris is also a member of the Deep Knowledge Investing Board of Advisors.

Michael Bucella is a Partner at BlockTower Capital. Prior to BlockTower, Michael spent nearly a decade with Goldman Sachs. He joined Goldman Sachs in 2008 as part of the Firm’s Asset Management division (GSAM), where he focused on investment strategies, markets and institutional investors globally. Most recently, Michael worked in the Securities Division where he ran the Multi-Asset Sales & Trading business in Canada and led efforts to expand this strategy globally. Previous to this role, he led the Institutional Global Equities business, also in Canada.

Hard Assets – Bitcoin, Gold, and Inflation

Please join us for a timely discussion about hard assets and inflation. Gary Brode of Deep Knowledge Investing will be covering gold, bitcoin, and inflation with Peter Doyle and Chris Bell of Horizon Kinetics. Horizon Kinetics manages $5 billion, and were early investors in bitcoin.

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