Flirting with Models
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies.
Scott Phillips - Finding Ugly Edges in Crypto Markets (S7E15)
Corey Hoffstein chats with Scott Phillips about his shift from traditional trading to the crypto world. They discuss Scott's focus on trend following and managing a diverse crypto portfolio. The episode covers execution frequency, infrastructure challenges, and feature selection. Scott shares insights on volatility normalization, execution strategies, and unique crypto market aspects like crime indicators and meme coins. They also touch on decentralized finance, Bitcoin's future, and advice for new traders.
Key Points
- Trend following in crypto markets can be exceptionally lucrative due to the strong momentum and volatility, but success hinges on adapting traditional strategies to the unique characteristics of these assets.
- The decentralized nature of crypto allows for innovative financial applications, such as creating on-chain vaults for trend strategies, which offer instant liquidity and transparency without the need for traditional KYC processes.
- Understanding and exploiting the nuances of crypto crime and market manipulation, such as the behavior of meme coins and perpetual futures, can provide significant trading edges in an environment where liquidity and price movements are often driven by unconventional factors.
Chapters
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| 2:03 | |
| 5:47 | |
| 9:41 | |
| 14:08 | |
| 20:31 | |
| 24:00 | |
| 27:34 | |
| 39:59 | |
| 44:09 | |
| 47:24 | |
| 53:10 | |
| 59:57 | |
| 1:05:10 | |
| 1:10:12 | |
| 1:15:28 | |
| 1:30:47 | |
| 1:45:33 | |
| 1:48:22 | |
| 1:50:00 |
Transcript
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