The Delphi Podcast

In this episode, Kevin Kelly sits down with Luke Gromen , founder of Forest for the Trees (FFTT), a macro/thematic research firm, to discuss the growing risks within sovereign bond markets, the end game of major central bank intervention, consequences of fiat currency debasement, and the outlook for various asset classes under such conditions. Visit FFTT:  https://fftt-llc.com/index.php Thank you...

Hosts Tom Shaughnessy sits down with Peter Mauric  the Head of Public Affairs at Parity who is helping to deliver the vision of Polkadot and Kusama. The two discuss Polkadot's viability as a layer-1 blockchain, its potential competitive advantages and much more. This podcast is timely as Polkadot's first iteration just went live. Dive in! - Twitter: Peter's Twitter:  https://twitter...

Hosts Tom Shaughnessy sits down with John McAfee, the Founder of McAfee AntiVirus and Privacy Coin GHOST. John details his views on Bitcoin, Monero, GHOST and other cryptos, the state of the world and the government and much more. We thank John for joining us on this episode.  View The Video Version of This Episode:  https://tinyurl.com/y96xo3e8 Checkout Ghost Here:  https://www.ghostbymcafee.com/...

Hosts Tom Shaughnessy sits down with Dan Hannum , the COO of ZenLedger and Founder and CIO at Hannum Capital Management. On this episode we discuss Dan's past on Wall Street to Blockchain Capital to eventually starting his own $25M fund over 4 years ago. We discuss life lessons, what Dan looks for in an investment and so much more! - Resources: Dan's Twitter:  https://twitter.com/DHannum...

Kevin Kelly welcomes Cullen Roche , Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stocks and economic readings, and much more! Visit Orcam Financial Group:  https://t.co/2QrUqP2CBW?amp=1 - Twitter: Cullen's Twitter:  https://twitter.com/cullenroche Kevin's Twitter: h...

Hosts Tom Shaughnessy and Medio Demarco sit down with Andreas M. Antonopoulos, the best-selling author, speaker, educator, and highly sought after expert in Bitcoin and open blockchain technologies. The group discuss the intersection of Bitcoin and geo-politics, social contracts, developer communities, the lightning network, what a dystopian future could look like and so much more.  View the Video...

Kevin Kelly sits down with Teddy Vallee , Founder & CIO of Pervalle Global, to get his insights on the latest market rally, disappointing outlook for global equities, why small businesses in the US will be permanently impaired, and why BTC has such significant upside as an alternative for investors. Visit Pervalle Global's Website:  https://pervalleglobal.com/ - Twitter: Teddy's Twit...

On this episode, Tom Shaughnessy interviews a long time friend Ian Cassel . We discuss Ian's journey as a legendary startup/microcap investor, the creation of MicroCapClub which is the most prestigious microcap investing community, what Ian looks for in an investment and management team and so much more.  Checkout MicroCapClub:  https://microcapclub.com/ - Twitter: Ian's Twitter:  https:...

In this episode,  Kevin Kelly sits down with Mark Yukso , the CEO & CIO of Morgan Creek  Capital Management and Managing Partner of Morgan Creek Digital Assets, to discuss the  current state of markets, implications of extreme policy decisions in the wake of COVID-19, and the potential role Bitcoin and crypto will play in its aftermath. Mark shares invaluable insights from his +25yrs in invest...

In this episode, Tom Shaughnessy talks with Ben Sparango and Tony Sheng of Multicoin capital to discuss their latest report on The Trust Spectrum. We will keep this short, as the episode covers everything - enjoy and share! - Check out the Trust Spectrum Report:  https://multicoin.capital/2020/03/24/trust-spectrum/ - Twitter: Ben's Twitter:  https://twitter.com/bennybitcoins Tony's Twitt...

In this episode, Kevin Kelly  talks with Joshua Frank, CEO of The Tie about their mega 60 page State Of Digital Assets Report . The Tie filters 850M+ tweets per day, tracks unique sentiment, conducted in-depth interviews and analyzed the wisdom of the crowd for this mega report.   Check out the report:  https://www.etoro.com/en-us/crypto/quarterly-report/   Resources Mentioned:  Link to the State...

Host Tom Shaughnessy talks to  Haseeb Qureshi , Managing Partner at Dragonfly Capital ($100M fund) and and Kevin Wang , co-founder of Nervos . On this episode the three discuss the benefits of a localization strategy in China, competition between layer-1 blockchains, what makes Nervos different (specifically token economics and sustainability are covered) and much more. If you enjoy this episode,...

In this episode, Kevin Kelly brings back  Tavi Costa , of Crescat Capital to discuss his latest market outlook , the drastic disconnect between markets and the underlying economy, the growing risk of fiat currency debasement, consequences of historic monetary & fiscal responses, and why the current backdrop is bullish for scarce assets like gold, precious metals, and bitcoin in the coming year...

Host Tom Shaughnessy talks to Brian Klein , partner at Baker Marquart, LLP . Brian is one of the most well known lawyers in the space with clients including Erik Voorhees, Block. One, Tezos' Kathleen and Arthur Brietman and others. On this episode we discuss representing major clients in the space, Brian's thoughts on the Telegram case, regulations (SEC) and more.   Resources Mentioned: ...

Host Tom Shaughnessy talks to Arthur Breitman , Co-Founder of Tezos . In an all encompassing conversation, they discuss the pros and cons of proof of stake and proof of work networks; innovation vs competition; supply dynamics, thought experiments and more. Then, they have some fun discussing their shared interest in sci-fi through the lens of COVID-19, including whether Arthur believes we will co...

Host Tom Shaughnessy talks to Jason Williams , co-founder of Morgan Creek Digital - a fund in the crypto space. Jason previously grew and sold FastMed, an urgent care provider for $500M and started Full Tilt Capital, a Venture Fund that deployed $18M into 63 deals.  On this episode we discuss His take on COVID19 given Jason founded a massive urgent care business Issues with the health ecosystem in...

Host Tom Shaughnessy talks to David Vorick , CEO, Co-Founder, and Lead Developer of Sia and Skynet. They discuss the benefits of a decentralized, free Internet, competing with Amazon Web Services, cloud storage pricing, security, privacy, and more.   Key Points: Open source programming encourages innovation. Sia gives users back control over their data and privacy. Just because a certain technolog...

Host Tom Shaughnessy talks to Vance Spencer and Michael Anderson , the GP's of Framework Ventures . On this episode we discuss Why the fund doesn't invest in Ethereum killers Their investments in Synthetix, Chainlink, Edgeware and Futureswap Paths to decentralization with founders and leading teams Taking involvement as a fund to the next level with investments. Not just offering advice...

Host Tom Shaughnessy talks to Mrinal Manohar, the CEO of Casper Labs . I really enjoyed speaking with Mrinal since he brings an extensive amount of professional experience at major firms such as Bain Capital and Sagard Holdings to now leading Casper Labs. Mrinal has a real understanding of how the world works, how major firms with tens of billions make their investment decisions and where blockcha...

Host Tom Shaughnessy talks to Dan Held , Director of Business Development for Kraken Digital, and Paul Sztorc , an independent Bitcoiner. They debate the Bitcoin security model, with Paul feeling skeptical that fee rates will climb and Dan believing that fees are already growing and could subsidize Bitcoin security solutions. Dan’s post ( Bitcoin’s Security is fine ) and Paul’s original post ( Sec...

(Originally published February 1, 2020) On this exclusive Macro Matters Series, guest Host Kevin Kelly talks to Octavio “ Tavi ” Costa, Global Macro Analyst at Crescat Capital. Tavi discusses Crescat’s top investment themes, the favorable backdrop for precious metals, how the macro environment could impact Bitcoin, and much more. Key Points Crestcat is focused on China due to statistics predictive...

Host Tom Shaughnessy talks to Kathleen Breitman , the co-founder of Tezos and Coase , whose first game is Emergents , a highly anticipated blockchain base game.   After following Tezos for years, it was incredible to be able to talk with Kathleen about her journey. We covered a lot on Tezos, layer-1 blockchains, governance and upgrading mechanisms. Post this, we discussed Coase and Emergents, all...

Host Tom Shaughnessy talks to Pat Larsen , CEO, and co-founder of ZenLedger . They discuss the issues with filing taxes when you have cryptocurrencies, what gaps ZenLedger fills, possible future use cases, and more. Episode Highlights: Pat went to the US Marine Academy and became a Navy officer, completing two combat tours. He proceeded to work in investment banking and tech, including for Amazon...

Host Tom Shaughnessy talks to Pankaj Balani , CEO and co-founder of Delta Exchange . They discuss the differences between derivatives exchanges vs traditional exchanges, market stability, current engineering challenges, and more.   Episode Highlights: Pankaj began in derivatives trading in Hong Kong before moving into hedge funds. Pankaj believes his old colleagues view crypto as another asset cla...

Host Tom Shaughnessy talks to Catherine Coley , CEO of Binance. US . They discuss Binance. US’s origin story, how Catherine made the switch from traditional finance to digital assets, how she sees them differing, and more.   Key Points: The scale of digital assets is wildly different from traditional finance. Digital assets allow users to have more agency and voice in their financial choices. Bein...