loader from loading.io

Scott Lynn on Investing In Art, Diversification and NFTs

Macro Hive Conversations With Bilal Hafeez

Release Date: 10/29/2021

Shahin Vallée on Europe’s Geopolitical Risks, ECB Policy and French Elections show art Shahin Vallée on Europe’s Geopolitical Risks, ECB Policy and French Elections

Macro Hive Conversations With Bilal Hafeez

Shahin Vallée is head of the Geo-Economics Program at the German Council on Foreign Relations (DGAP). Before the German Council, Shahin was a senior economist for Soros Fund Management, and also served as a personal advisor to George Soros. Prior to that, he was the economic advisor to Emmanuel Macron at the French Ministry for the Economy and Finance, where he focused on European economic affairs. Between 2012 and 2014, Shahin was the economic advisor to President of the European Council, Herman Van Rompuy. In this podcast we discuss: How Europe fits into the US-China conflict Europe’s...

info_outline
Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades show art Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades

Macro Hive Conversations With Bilal Hafeez

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. In this podcast we discuss:1. The coming debt default. 2. How to manage risk. 3. Innovation as an asset class. 4. Understanding the crypto revolution. 5. Favourite equity sectors and bonds for 2022. 6. Learning from star investors

info_outline
Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi show art Mark Stanwyck and Rick Seeger on Crypto Use Cases, Earning Yields and GameFi

Macro Hive Conversations With Bilal Hafeez

Mark Stanwyck is the Co-Founder of Avalaunch - the first protocol, exclusively for the Avalanche ecosystem, to offer projects a platform for decentralized fundraising. Rick Seeger is the Co-Founder of Oh! Finance - an optimized yield-generation protocol. In this podcast we discuss: 1. Comparison of layer one protocols from Ethereum to Avalanche. 2. How GameFi works. 3. Ways in which DeFi offers high yields. 4. Whether Coinbase and other centralised exchanges impact DeFi. 5. How fundraising works in crypto

info_outline
Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles show art Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles

Macro Hive Conversations With Bilal Hafeez

Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing and portfolio management to this digital asset class. In this podcast we discuss: 1. How to value bitcoin. 2. Understanding drivers of crypto markets. 3. The real benefit of crypto is co-ordination power. 4. Will switch to Proof of Stake make a difference? 5. What stage of hype cycle are Metaverse and DeFi tokens?

info_outline
Bilal Hafeez on Inflation, Crypto and Investment Lessons show art Bilal Hafeez on Inflation, Crypto and Investment Lessons

Macro Hive Conversations With Bilal Hafeez

On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the interviewing this time.

info_outline
Fabio Natalucci on COVID, Crypto and Climate show art Fabio Natalucci on COVID, Crypto and Climate

Macro Hive Conversations With Bilal Hafeez

Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives the IMF’s assessment of global financial stability risks. In this podcast we discuss: 1. How COVID shocks transmit to markets and the economy. 2. The likely impact of Omicron. 3. What are the risks to China? 4. How stable are stablecoins? 5. The investment challenge for climate policy

info_outline
[BONUS] Professor Justin Stebbing On COVID Omicron show art [BONUS] Professor Justin Stebbing On COVID Omicron

Macro Hive Conversations With Bilal Hafeez

Omicron, the name of the new Covid-19 variant, caused panic across the world and a selloff in risk on Friday. Following an influx of questions from The Hive, we held an urgent webinar to discuss the strain.

info_outline
Nancy Davis on How to Position for True Inflation Risk show art Nancy Davis on How to Position for True Inflation Risk

Macro Hive Conversations With Bilal Hafeez

Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). . In this podcast we discuss: 1. Why ETFs are attractive wrappers for active strategies. 2. The pros and cons of investing in TIPs. 3. How the IVOL strategy performed during COVID. 4. Are real yields too low? 5. Risks for 2022 including stagflation.

info_outline
Edward Glaeser on Will Cities Survive After COVID show art Edward Glaeser on Will Cities Survive After COVID

Macro Hive Conversations With Bilal Hafeez

Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. In this podcast we discuss: 1. What defines a city? 2. How have pandemics impacted cities across history? 3. Why is there large inequality within cities? 4. Will Zoom revolution change cities? 5. What lead to growth of Silicon Valley

info_outline
Rolf Strauch On Europe’s Reboot, Managing Sovereign Risk and Euro Growth  show art Rolf Strauch On Europe’s Reboot, Managing Sovereign Risk and Euro Growth

Macro Hive Conversations With Bilal Hafeez

Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (EFSF), which he joined in July 2010. In this podcast we discuss: 1. How did the economic policy response to COVID of Europe compare to the US? 2. Outlook around Europe’s Next Generation EU stimulus. 3. Can Europe’s capital markets grow to US levels? 4. Impact of Brexit on EU institutions. 5. Euro-area growth outlook

info_outline
 
More Episodes

Scott is the Founder and CEO of Masterworks, a platform for investing in art markets. Scott has been an active collector of contemporary art for more than fifteen years and has built an internationally-recognized collection of Abstract Expressionism that has included works by Clyfford Still, Barnett Newman, Mark Rothko, Willem de Kooning, and more. In addition to Masterworks, Scott serves on the board of v2 ventures (Adparlor, Giant Media, Reachmobi, Amply, and Sellozo), Payability, and the Brooklyn Rail (a non-profit publication in the art industry). In this podcast we discuss:

  1. What determines the value of art
  2. Importance of gallery representation and marketing
  3. How liquidity has evolved in the art market
  4. Where the main buyers of art are from
  5. How different segments of art market have performed
  6. What the expected return of art is
  7. How art correlates to other asset classes
  8. When art has underperformed
  9. Examples of artists whose art has performed well: from Basquiat to Gilliam
  10. How investors can get exposure to art
  11. Views on NFT
  12. Books that influenced Scott: Thinking, Fast and Slow (Kahneman) and Competitive Strategy (Porter)