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Take 15 Podcast


The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

Download now, listen later and reflect at length.

Show Host: Lauren Foster

Producer: Mitchell Forst 

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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► Subscribe to the Take 15 channel here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g 
 
►Transcript: https://cfainst.is/30VPT5n 
 
►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org
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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