Ask an Investor Podcast
Ask an Investor Podcast
Daniel Liebau - Factoring in ESG to Pick the Blockchain Winners and Losers
Have an investment question for Daniel? Join his investor community room on Quidroom! Interact with Daniel and stay updated on his content.
https://www.quidroom.com/referral/YCZN7
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In this episode, investors get their blockchain questions answered by Quidroom user, Daniel Liebau. Daniel is the Chief Investment Officer – Modular Blockchain Fund at Modular Asset Management (a spinoff from Israel Englander's Millennium Management).
Daniel and his organization are probably the first ones to think about sustainability and ESG in the context of cryptocurrencies and blockchain.
Tune in to learn how Daniel's research into blockchain has produced a model that factors in ESG risk to help pick the blockchain winners and losers, and discover why Daniel said no way to the heightened risk of Terra Luna before it tumbled!
Daniel's origin story into researching blockchain, sustainability, and ESG (2:54)
How fundamental investing differs between hedge fund and VC investing in this space (6:13)
How sustainability in blockchain differs from sustainability in traditional markets (7:31)
Why Terra Luna was excluded from their strategy before the crash (10:05)
A look at quantifying the ESG impact of blockchain (11:17)
Factoring in ESG to pick blockchain investments with the best returns (20:04)
How investors can work with Daniel (24:01)
What investors can gain by joining Daniel's room (25:23)
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