In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Joe Armao, Senior Portfolio Manager at Galaxy Digital, where he oversees the firms digital assets fund.
Joe’s role at Galaxy (0:42); did Joe anticipate moving into digital assets (1:55); the core thesis behind the fund (2:38); the combination of digital assets and real world equities (3:30); balancing the book (4:07); interesting positions on the short book (5:03); macro forces affecting digital assets (5:55); managing both short and long-term strategies (6:30); a pro digital asset government (7:00): the pace of blockchain regulatory development (8:10); the role of stable coins (9:00); incorporating risk into the model (9:40); the tokenisation of real-world assets (10:25).
