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Real Vision’s The One Thing With AK Fallible

Welcome to AK Fallible’s brand new show with Real Vision — The One Thing. Our first episode is called “The Crypto Conundrum”. Make sure to subscribe to our YouTube channel for more! https://www.youtube.com/c/Fallible?sub_confirmation=1

Be sure to check out our China’s Downfall series here: https://bit.ly/2Ig0JZz

Everyone seems to have an opinion on how much Bitcoin and all these cryptos should be worth…. It seems like everyone is in 1 of 2 camps as usual, yet another binary argument…..Either they think it should be the only thing with value in the world or it’s a zero…… Reality as usual is somewhere in the middle.

But how should we know what’s worth when we haven’t really defined what it is! First let’s talk about what it isn’t….

Well as of right now in 2018 it’s not a currency! The name Cryptocurrency is totally misleading! I can’t directly pay my mortgage with bitcoins, the IRS won’t accept Tax payments in bitcoin…

It’s not Gold either! How can you be called a store of value when you’re value gets destroyed at an almost unprecedented rate! Ethereum the world’s second largest Crypto is down over 80% from its January highs! Stability is key component of value storage!!!

It will also be key to see how cryptos do when the stock market hits the skids….. Gold typically acts as a safe haven in times of uncertainty, and catches a bid, will crypto?

Well then what is it were buying! We’re buying a speculative asset with a valuable technology.

The technology behind blockchain, can be a powerful tool for financial transactions in particular but were not there yet. And we don’t know what shape or form blockchain will look like when it’s widely utilized

To learn more, make sure you watch the video above!

And as always, stay Fallible out there investors!

Follow AK on Twitter: https://twitter.com/akfallible

And Instagram: https://www.instagram.com/fallible_money/

***All content, opinions, and commentary by Fallible is intended for general information and educational purposes only, NOT INVESTMENT ADVICE.

 

 

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Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator. https://x.com/MacroOps

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

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AK

Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

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Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

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Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.

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