Looking for Trends: One River Asset Management’s Eric Peters

In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquariello interviews Eric Peters, who leads Coinbase Asset Management and One River Asset Management. Peters shares insights from his early career trading in the corn pit in Chicago, emphasizing risk management. He discusses his transition to Wall Street, his focus on risk mitigation and trend-following strategies, and his entry into the crypto space in 2020. Peters also addresses hedging strategies, the importance of dynamic approaches to volatility, and the future of asset management, including the impact of wealth transfer to younger generations and the increasing role of AI in investment decisions. He identifies the trend of debt expansion as a critical factor influencing markets and touches on Bitcoin's potential as a form of collateral in a fractured world.