The Mesh Point
Navigating Bitcoin's Noise
EP32 (Part 2) David Foley of EMA on Leverage
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EP32 (Part 2) David Foley of EMA on Leverage

Bitcoin's CDO^2 Moment

In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin

Twitter: https://twitter.com/kanemcgukin

kanemcgukin.substack.com

David Foley

Twitter: @DAAF17

https://www.ema2.com/

Discussion about this podcast

The Mesh Point
Navigating Bitcoin's Noise
Navigating The Noise is a podcast dedicated to bridging the gap between traditional financial markets and crypto markets.
In each episode, I look to discuss how monetary technologies like Bitcoin and other cryptocurrencies are evolving the underlying rails of the existing financial system.