by Nicolas Rabener | Apr 25, 2022 | Uncategorized
Crypto Tokens and Coins: What Drives Performance? The more popular the token, the higher the price, right? April 2022. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY Investors assume that token prices increase with product utilization in the token...
by Nicolas Rabener | Feb 21, 2022 | Uncategorized
Why Are All Illiquid Alts Outperforming? Data manipulation is a superpower February 2022. Reading Time: 10 Minutes. Author: George Aliferis. This research note is a guest post from George Aliferis, CAIA, who runs InvestOrama, a content platform that explores the...
by Nicolas Rabener | Feb 14, 2022 | Uncategorized
FX Trading: A Losers’ Game? It’s a shark tank, and if you ain’t the shark… February 2022. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY FX hedge funds on average have produced zero alpha since 2007 Popular risk premia strategies have...
by Nicolas Rabener | Jan 31, 2022 | Uncategorized
Cryptocurrency Hedge Funds Just Bitcoin-beta plays? January 2022. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY Cryptocurrency hedge funds generated abnormally high and uncorrelated returns since 2014 However, the returns can be simply attributed to the...
by Nicolas Rabener | Dec 20, 2021 | Uncategorized
How Much Does a VC Need to Make? Musing about venture capital return assumptions December 2021. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARYVenture capital funds are highly sensitive to exit multiples given the skewed ratio of winners vs losersThe...
