James Kosmatos | Avoiding the crypto winter, real economy use cases and the broad thesis on DeFi

In episode 93, Alex Proimos speaks with James Kosmatos, an independent investment analyst working full time within the cryptocurrency industry.

This podcast covers James’ decision to research crypto and DeFi full time. We discuss how the sensationalised, media-grabbing headlines around the prices of Bitcoin, Ethereum, and Dogecoin are shadowing the innovative technology that is being developed in the cryptocurrency space. The conversation delves into the background of DeFi and the various protocols and networks in play. We also explore the real economy cases of DeFi, valuation methods, stable coins and the risks that still face the sector.

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Hostplus deputy CIO Greg Clark on AI, private markets and the US growth engine

Colin Tate AM, founder and managing director of Conexus Financial, publisher of Investment Magazine, speaks to Greg Clark, deputy chief investment officer of Hostplus, on the sidelines of the Milken Global Conference in Los Angeles. They discussed the US-China technology divide, Hostplus’s push into private markets and growth equity, the missing conversations around climate and

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