NYAIR Episode 62
A Fireside Chat With Macro & Cryptocurrency Pioneer Michael Novogratz
Explore a dynamic conversation on the evolving macroeconomic landscape, the rise and risks of cryptocurrencies, and what institutional investors need to know today. Michael Novogratz, a pioneer in macro and crypto investing, shares candid insights into the global monetary system, emerging digital assets, and the future of finance. This episode is essential listening for finance professionals aiming to stay ahead of market transformation.
Featured Guests
Michael Novogratz
Founder & CEO, Galaxy Digital
Michael Novogratz is a veteran investor and entrepreneur with deep roots in both traditional finance and the cryptocurrency ecosystem. Before founding Galaxy Digital, Michael was president of Fortress Investment Group and spent 11 years at Goldman Sachs, where he was known for his sharp investing acumen. An influential voice on macroeconomics and digital currencies, he has served on key financial advisory boards and actively champions social causes including criminal justice reform. Michael’s unique perspective bridges conventional markets with innovative blockchain technologies.
Rob Christian
Co-Chief Investment Officer and Head of Research for Franklin Templeton/K2 Advisors. detail snot found in gust
Rob Christian is the Co-Chief Investment Officer (Co-CIO) and Head of Research at Franklin Templeton's K2 Advisors. He is a Senior Managing Director with over three decades of experience in alternative investments and asset management. Rob has extensive expertise in portfolio and risk management across various financial markets, including equities, fixed income, private equity, and hedge funds. He holds an MBA in Finance from NYU's Stern School of Business and a Certificate in Foundations for Data Science from Stanford University. His career includes senior roles at Graham Capital Management, Julius Baer Investment Management, and other prestigious firms. Rob is recognized for his leadership in alternative investment strategies and his commitment to innovation in investment practices.
Key Insights From This Episode
Central Banking Paradigms Are Shifting
We’re witnessing a breakdown of the old paradigm of independent central banking, with closer coordination between governments and central banks that challenges traditional risk models.
Crypto as a New Asset Class
Institutional adoption of cryptocurrencies like Bitcoin is accelerating, signaling its growing role as a digital store of value alongside or in place of gold.
Macro Portfolio Construction Must Adapt
With inflationary pressures and market volatility, combining long asset positions with hedges on the fixed income curve is critical.
Regulation Brings Clarity—and Challenges
Clear, enforceable regulatory frameworks are emerging, which will reduce volatility but require investor and developer adaptation.
Environmental and Social Dimensions Matter
Crypto mining is evolving towards greener practices, and blockchain’s transparency and governance potential offer new ways to tackle social issues.
Technology is Reshaping Trust and Finance
Decentralized finance and blockchain innovations are redefining financial services, challenging incumbents, and altering global asset flows.
Access the Full Conversation
Unlock full access to Michael Novogratz’s detailed market analysis, crypto outlook, regulatory perspectives, and social impact vision through the complete episode. Download a custom insights deck for practical takeaways tailored for institutional investors and finance professionals navigating today's dynamic environment.
Soundbites Worth Saving
“We don’t have independent central banking anymore—there’s something meta about the Treasury and Fed collaboration that shifts everything we know.”
— Michael Novogratz
“Bitcoin has become a digital gold: a store of value, a gauge of monetary health, and an essential asset for diversification.”
— Michael Novogratz
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