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RiskReversal Pod

”The King’s Speech” and an Interview with Patrick O’Shaughnessy

RiskReversal Pod

RiskReversal Media

Investing, Business, News, Business News

4.7836 Ratings

🗓️ 9 April 2021

⏱️ 58 minutes

🧾️ Download transcript

Summary

Guy, Dan, and Danny discuss Jamie Dimon’s shareholder letter and the state of the macroeconomy (1:50). They also chat about Coinbase’s blockbuster growth as they look to go public (9:42), a Robinhood vs Coinbase would you rather (21:05), what Elon Musk learned in law school (24:50), and more fallout from Archegos/Bill Hwang (26:32).   The co-hosts interview Patrick O’Shaughnessy (30:33) and talk about his vision for Colossus (31:48), his work at OSAM (33:03), his 2017 series on crypto in light of recent developments in the space (35:02), his most memorable podcast guests (41:15) and the impact of his family on his life today (44:45).   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everyone, Guy Adami here.

0:07.6

Welcome back to On the Tape.

0:09.2

As always, I'm joined by my dear friends, Dan Nathan and Danny Moses.

0:13.9

Today we're going to be talking about the modern day J.P. Morgan, as fate would have it.

0:18.9

FinTech coming on to the scene and some really interesting comments that we all saw

0:24.0

on Twitter and that we have some views about.

0:26.3

And later we'll be going off the tape in an interview with the great Patrick O'Shaughnessy.

0:32.1

Now, first let me start about this week's game, Monday night championship contest between Gonzaga and Baylor. Listen, I thought

0:41.5

Gonzaga was going to kick their ass. Baylor imposed their will, Dan Nathan. Did you have any

0:47.4

thoughts on that basketball game, which was never a game, by the way? It was never a game. I mean,

0:52.1

obviously Gonzaga left it all in the court against UCLA and the

0:55.8

semis on Saturday night, which actually was one for the ages. It's like they'll always have that, I guess,

1:01.2

but that Monday night game was a bit of an embarrassment. You got to give them a shout out.

1:04.8

That was their only lost the whole year. And it was a hard year for all involved.

1:08.4

You don't sound at all enthusiastic about that. Danny Moses, did you watch that game and did you have subsequent thoughts about that game?

1:15.4

I had plus four and a half thoughts on that game with Baylor.

1:20.3

So I was somewhat enjoying it.

1:22.0

I was actually upset it wasn't as much of a game.

1:24.6

And you're right.

1:25.1

I think that game against UCLA, which was the game of the tournament, that UCLA could have easily won, took everything out of those guys against Aga.

1:31.6

I'm still trying to figure out why did UCLA, they had to play a playing game as an 11th seed.

1:36.2

Nobody's been able to explain that to me on the tape fans, if you're out there at me on Twitter

...

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