Mar 24, 2021
Matt Hougan, chief investment officer at Bitwise Asset
Management and co-author of the CFA Institute Research Foundation
brief, “Cryptoassets: The Guide to Bitcoin, Blockchain, and
Cryptocurrency for Investment Professionals,” discusses valuation,
risks, and what watch for on the horizon.
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►Transcript: https://cfainst.is/30VPT5n
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Topics discussed:
4:00 - Philosophy to ETFs and the leap into Bitcoin
4:43 - The light-bulb moment
11:45 - Crypto: the next big disruptive area of finance
14:40 - The reason behind why there is more than one
cryptoasset?
17:29 - What role, if any, should cryptoassets have in a
professionally managed portfolio and individual investors?
20:26 - What should financial advisors be thinking about and
should they be caring about crypto? What should they be doing about
the clients in crypto?
22:30 - What Matt thinks the biggest misunderstanding about
crypto is? What is the actual reality?
24:36 - What do you say to the naysayers on crypto?
26:35 - Matt discusses allegations that the benefits of
blockchain are exaggerated
29:11 - Five most widely used cryptoasset valuation
techniques
23:19 - What should we watch out for on the horizon?
36:24 - What Matt holds in his crypto portfolio
37:20 - Closing questions
- Ray of sunshine: long-term positive change from the
pandemic
- What do you take with you on a long NASA flight?
- Flight vs. invisibility
Related articles and links:
Research Foundation Briefs: Cryptoassets: The Guide to
Bitcoin, Blockchain, and Cryptocurrency for Investment
Professionals
White paper: "The Case for Bitcoin in the Institutional
Portfolio”
Download and share Research Foundation content (free to all):
https://lnkd.in/emhTTi5
CFA Institute members and charterholders Professional Learning
Tracker https://cpd.cfainstitute.org/
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Find Lauren here:
LinkedIn: https://www.linkedin.com/in/lauren-
foster/
Twitter: https://twitter.com/laurenfosternyc
Find Matt here:
LinkedIn: https://www.linkedin.com/in/matthew-hougan
Twitter: https://twitter.com/matt_hougan?lang=en
Connect with the Research Foundation:
RF Showcase page: https://lnkd.in/e66zSKD
Download and share RF content (free to all):
https://lnkd.in/emhTTi5