”Battle of The Boomers”; Interview with Crypto Thought Leaders Meltem Demirors and Brian Kelly

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 12 February 2021

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39). The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter. Follow Brian Kelly: @BKBrianKelly and BKCM.co Crypto Resources from Meltem Demirors @Melt_Dem: QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx

Transcript

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0:00.0	Guy Adami here. Welcome back, everybody, to On the Tape. I'm here with my dear friends,
0:10.9	Danny Moses and Dan Nathan. On the tape this week, we're going to talk about the run-up in the
0:16.3	cannabis stocks. Oh my God. I know Danny has some thoughts on that. What a virtue in the New York Stock
0:21.6	Exchange have in common. And later, we can go off the tape with Meltem DeMeres and Brian Kelly
0:27.8	to talk about the incredible run in cryptocurrencies. And oh, by the way, we're going to talk
0:33.6	about Danny Moses' run in with the next Pit Panther. But first, Dan, Nathan,
0:37.7	I know you have some thoughts on things going forward. Oh, yeah, yeah. First, we got to get to that
0:42.7	pit panther situation. You know, the people on the other side of this thing, you know, a lot of work goes
0:47.2	into this. The three of us spent a lot of time. We have this extraordinary young man named Spencer, who is our producer, spends a lot of time keeping us in line here.
0:55.0	So Danny and I are talking over text on Sunday.
0:58.0	We're kind of preparing for that special bonus pod that we dropped on Monday with Alex Lieberman and with Victor Jones, which is excellent.
1:05.5	If you missed it, go back, listen to it.
1:07.9	But, you know, Danny and I are texting.
1:09.4	He said, give me a call Sunday afternoon.
1:10.9	I give him a call.
1:11.8	We're chatting.
1:12.5	We're chatting.
1:12.9	We're chatting.
1:13.5	And then all of a sudden, he goes, hold on a second.
1:16.3	All right.
1:16.8	I'm like, I'm just sitting here.
1:17.9	I'm freezing my butt off up here in New York City.
	...

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