Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)
Episode publishedPodcast: On The Brink with Castle Islan...On The Brink with Castle Island
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Today on the podcast, I sat down with Mark Ko, the founder and CIO of Intrinsic Edge Capital Management, a long short hedge fund based in Chicago. We originally had Mark on the podcast four years ago when he launched his digital infrastructure fund, a vehicle that makes investments in public equities in the blockchain industry. And a lot has definitely changed over those last four years with many more public names and the complete evolution of the Bitcoin mining industry with the emergence of LLMs. I think you'll enjoy this conversation. So without further ado, here's Mark Ko.
Matt Walsh and Nick Carter are partners at Castle Island Ventures. All of these expressed by them or the guests on this podcast are solely their opinions and do not reflect the opinions of Castle Island Ventures. Casinos may maintain positions in the assets discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of their personal opinion. This podcast is for informational purposes only.
Brought down by Bad Mortgage Investments, Lehman, which has 25,000 employees, will be liquidated.
The federal government loans American International Group, AIG, $85,000,000,000.
This is a different kind of market, and the Fed is asleep.
The federal government is stepping in to stabilize Fannie Mae and Freddie Mac, the two mortgage giants that have been threatened by the housing crisis.
The Bank of England has pumped £75,000,000,000 more into Britain's ailing economy with a new round of quantitative easing.
They print a couple trillion dollars, and all of a sudden, people started to worry. So out of this worry, we have something called the Bitcoin. Bitcoin.
Mark, I can't believe it's been four years since the last time you were on this podcast. Thankfully, we talk a lot in the interim, but four years, we're doing this every Olympics, it sounds like.
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