Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Our fifth Dragon Interview finally takes us to an exciting, controversial & new asset class that is dear to KVP's heart, Crypto. The first in a series of Crypto focused content, join us as we sit down with Casper B. Johansen, Co-Founder & Partner of The Spartan Group - an advisory & digital asset pioneer in the crypto space.
We take a walk-through Casper's background, how him & his co-founders stumbled across crypto, an overview of how to potentially think about this new, dynamic & constantly evolving space, as well as the rise of The Spartan Group.
So we covered global macro trading with the exceptional Ashvin Murphy from AVM. Proprietary trading global currencies across banks with the talented Dacky (Keith Dack). As well as family office macro trader & nature conservationist Geo Chen.
Yet you know we had to go crypto!
For our latest Dragon Interview we had the pleasure of sitting down with an exceptional entrepreneur & ex Goldman Sachs investment banker Casper B. Johansen.
The first of a number of special series Dragon Interviews on Crypto, we cover a number of things on this first interview with Casper, including:
-Casper's come-up story career wise, from being a Dane educated as a lawyer in the US & jumping immediately to one of Wall Street's most prestigious banks, Goldman Sachs.
-To his first tech start-up in Beijing in 2008, the folding of that a few years later alongside the stripes, lessons & takeaways earned there.
-To coming across crypto in 2017 initially as a VC investor & the inception of The Spartan Group from that. We cover the set-ups, strategy & long-term vision of the group, that Casper Co-founded with Melody He & Kelvin Koh (all Goldman alumni).
-We touch on the last bull market in 2017, as well as the "punched in the face" nuclear bear market that came after, that saw Bitcoin lose more than 80% of its value from its previous peak & naturally a lot of tokens that went to zero.
-We then delve deeper into crypto with an appreciation of decentralized vs. centralized, how to potentially look at the always evolving space, whilst also covering everything from:
Bitcoin, to Ethereum, to DeFi (Decentralized Finance), to NFTs & also touch on some of the pioneering players in the space including: Origin Protocol, Blockstack, Solana, Dapper Labs, Deribit, Blockfolio.
There is a lot here to digest & at bear minimum, likely one of two if not one of three more pieces to come from the dream team at The Spartan Group.
We hope you enjoy the interview as much as we did putting it together.
-KVP
ps. For more crypto related content one can also check out the BlockCrunch podcast, that is run by crypto analyst Jason Choi, from Spartan Capital, the asset management arm of The Spartan Group.
For more Dragon Interviews please click here
Namaste,
-KVP
Disclaimer
The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website. This content is not intended to and does not change or expand on the execution-only service. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/en-gb/legal/disclaimer/saxo-disclaimer)