Valuewalk's ValueTalks

Valuewalk's ValueTalks


Eric Weiss Blockchain Investment Group

February 13, 2018

Hello Listeners,

Today is a very special episode. I have Eric Weiss the founder and chief investment officer of Blockchain Investment Group. This episode is packed with great nuggets. One takeaway I loved is “It is a lot easier to write a logical, thoughtful, intelligent white paper than it is to execute and build what it is you have just articulated even if you raised the capital”.

1:27 – How did you get started in finance and investments?
2:08 – What were your previous positions?
3:19 – What led you to blockchain and bitcoin?
4:23 – What is your investment philosophy and investment strategy that you follow?
11:59 –How do you go about selecting the managers and how do you know which strategies will perform the best?
15:13 – What are your thoughts and views on cryptocurrencies?
17:21 – What are your views on diversification and portfolio concentration?
24:52 – What excites you about this space?
27:18 – How do you manage the amount of new information in this space and how do you vet your informational sources?
34:42 – How would you define risk and is it defined differently in the crypto space?
42:53 – Can you briefly talk about that issue of scalability?
43:45 – What trends do you see in crytpocurrencies and what do you expect from this space?
49:36 – What are the most interesting ideas that you have found in this space?
52:27 – What are your favorite books?
54:18 – Where can people find more information on you and your work?

Enjoy and thanks for the listen!