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Positioning vs prediction - VNTGPRN on macro edge in crypto
In this episode, V discusses developing as a trader through the 2021–22 bear market and how a macro framework shapes his approach. He breaks down positioning vs prediction, interest rate differentials, and carry trades, while exploring how macro conviction translates into intraday execution. The conversation covers narratives, data, Fed policy, crypto rotations, and possible next bear market scenarios — ending with insights on building edge, balancing discretion and quant, and leveraging the right tools.
Insilico Terminal Podcast Episode 5 - VNTGPRN
00:00:00 Intro, V’s background, starting to…
The skinny
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