E123 - Brevan Howard's Rob Bogucki & The Fifth Macro Asset Class: A Crypto Odyssey
Description
Jordi and G3 are joined by special guest Robert Bogucki, a Portfolio Manager at Brevan Howard, where he leads liquid trading for BH Digital, the firm’s digital assets business.
Rob’s perch puts him right in the middle of the action when it comes to crypto flows, trends and narratives. He is also an old friend of Jordi’s who, as our listeners know, has a sharply defined vision for where crypto is heading.
With a little friendly provocation by G3, these two one-time derivatives traders had the green marbles flying in no time.
Please check important disclosures at the end of the episode
This podcast was recorded on February 27th.
Timestamps:
- How did Rob make the transition into crypto? [9:35 ]
- Who helped Rob overcome his initial skepticism on crypto? [14:49 ]
- How does Jordi view Bitcoin vs. other digital assets such as Ethereum and Solana? [27:54 ]
- What is the importance of the Bitcoin spot ETF to the macro landscape? [36:57 ]
- What is Rob’s perspective on crypto’s inherent volatility? [50:45 ]
Resources:
- Linkedin Biography for Robert Bogucki
- 9 Spot Bitcoin ETFs Break Volume Records
- Unraveling the Difference Between Bitcoin, Ethereum and Solana
- How Hedging Helps Bitcoin Miners
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