Ep. 99: Tania Reif on Leaving Macro Investing For Crypto

Tania Reif is Founder and CIO of Senda Digital Assets. Prior to her cryptocurrency focus she built her investment pedigree at top macro hedge-funds including Soros Fund Management, Laurion Capital, Citadel and Alphadyne Asset Management. She was profiled in the 50 Leading Women in Hedge Funds 2017 survey by The Hedge Fund Journal. Her career spans public policy beginnings at the International Monetary Fund and experience in the banking industry at Citgroup’s Economic and Market Analysis team. She holds a PhD in Economics with Distinction from Columbia University where she earned the Jagdish Bhagwati International Economics Award for her work in currency dynamics. In this podcast we discuss: 

1. Lessons learned from macro investing 
2. Why to leave macro for crypto 
3. What drives crypto prices 
4. Understanding unique aspects of crypto 
5. Crypto valuations 
6. Whether crypto market cap tells us anything 
7. Views on smart contract/L1 coins 
8. Where yields come from in DeFi 
9. The future of the metaverse 
10. Lessons in launching a crypto fund 
11. Books that influenced Tania: Predictably Irrational (Ariely), Thinking, Fast and Slow (Kahneman), Behave (Sapolsky), The Red Queen (Ridley) 

You connect with Tania on LinkedIn here. 

You can read the transcript for this podcast here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)