Macro insights with Rose Technology CEO Alex Campbell + TCG Crypto's Gaby Goldberg | E1430

This Week in Startups

Jason Calacanis

Technology

4.4 • 1.3K Ratings

🗓️ 8 April 2022

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

First, Jason chats with Alex Campbell of Rose Technology, a data analytics tool and marketplace that helps organizations more clearly understand macro trends (1:28). Alex is a former trader for Ray Dalio’s Bridgewater Associates and shares some incredible insights on the global macro environment across Chinese real estate (10:45), investment rates, Bitcoin, Tether, historical financial crises (43:36) and more. Then, for another edition of "OK Boomer," Producer Rachel Chats with Gaby Goldberg (1:08:45) from TCG's Crypto investment arm. They talk about resources to get started in crypto (1:28:52) and why Gaby invests at the intersection of consumer and crypto.

Check out Rose: https://www.rose.ai

FOLLOW Alex: https://twitter.com/ABCampbell

Charts referenced by Alex: https://bit.ly/twistchartsrose

FOLLOW Gaby: https://twitter.com/gaby_goldberg

Gaby's Web 3 Reading List: https://bit.ly/GabyWeb3List

FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

(00:00) Jason intros the show
(1:28) Interview with Alexander Campbell of Rose Technologies
(9:35) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(10:45) The property bubble in China
(15:40) Patterns of migration and economic impact
(19:49) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(21:04) Predicting recessions
(25:48) The transaction costs of different payment networks
(30:55) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(32:14) Discussing the long term value of Bitcoin
(36:07) Risks of holding Chinese real estate bonds
(43:36) British-American economic history
(54:50) The changing world order
(1:05:10) How you can get in contact with Alex
(1:08:45) OK Boomer with Gaby Goldberg of TCG Crypto
(1:28:52) Gaby's best Web 3 resources

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, everybody. Hey, everybody. Happy Friday. We've got an amazing interview for today. I sat down with Alex Campbell of Rose AI.
0:07.1	Basically, Rose AI sells a data analytics tool that helps organizations more clearly understand macro trends in the world.
0:13.4	Alex formally worked at Ray Dalio's Bridgewater Associates, so he's a smart cat.
0:17.5	And he's got some really amazing insights on the global macro environment. We talk about Chinese real estate,
0:22.6	you know, that whole ever grand, a tether connection, Bitcoin, and so much more.
0:26.9	It's an amazing conversation. And then we've got another edition of OK Boomer from producer Rachel.
0:32.0	It's going to be a great show. Stick with us. This week in startups is brought to you by First Republic Bank,
0:38.7	where everybody gets a personal banker who's reachable by phone, email, or text,
0:43.6	and through First Republic's banking app. Learn more at firstrepublic.com slash startup.
0:49.4	Member FDIC Equal Housing Lender. Rocket. To hire in today's competitive market, you need outstanding recruiting.
0:57.6	Rocket's expert recruiters paired with ML candidate matching set them apart from the rest.
1:02.6	Get 20% off your first placement at get rocket.com slash twist.
1:08.3	And Embroker. Embroker startup insurance program helps startups secure the most important types of insurance
1:15.6	at a lower cost and with less hassle. Save up to 20% off of traditional insurance today.
1:21.7	At Embroker.com slash twist. While you're there, get an extra 10% off using offer code twist.
1:28.8	Hey everybody, welcome to another episode of this week in startups. Today's guest is Alexander Campbell.
1:33.5	He is the CEO of Rose Technology, a company founded in 2018 that lets hedge fund investors create
1:39.6	and share complex financial models. Previously ran an oil and gas commodity training portfolio at
1:45.1	Ray Dalio's Ridgewater Associates. A really unique place in the world to work. You probably hear us talk
1:50.4	about Ray Dalio's books and thinking on the oil and podcast all the time. The largest hedge fund,
1:56.8	that's the largest hedge fund in the world. I believe that's still true. Today we're going to chat a bit
2:01.5	about his company and a lot about what he's seeing in the macro economic environment.
	...

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