The New Barbarians Podcast

The New Barbarians Podcast
Podcast Description
Tech giants, digital assets and the new monetary regime.
Podcast Insights
Content Themes
The show explores themes around cryptocurrency investment, portfolio management, and economic trends. Specific topics include quant investing in crypto with episodes that delve into the impacts of tariffs on markets, machine learning in portfolio optimization, and comparisons of traditional versus digital asset strategies, such as assessing Ethereum and Solana's market dynamics.

Tech giants, digital assets and the new monetary regime.
In this episode, Bill Mann and Mark Connors welcome Ben Golub, Head of Derivatives Trading at Secure Digital Markets (SDM), to explore the cutting edge of crypto derivatives, OTC trading, and institutional adoption of digital assets.We dive into:✅ The collapse of TradFi margins and the migration to crypto rails✅ How Bitcoin and AI are becoming base-layer financial infrastructure✅ The rise of crypto derivatives: structured products, accumulators, NDFs, and more✅ Why miners, family offices, and funds are turning to OTC desks✅ Risk management lessons from Celsius and how SDM avoids rehypothecation✅ Systematic strategies, short exposure, and building factor models in crypto✅ What the Coinbase–Deribit deal signals about the next evolution in marketsBen brings a rare blend of quant discipline, real-world trading scars, and startup hustle. Whether you're from TradFi looking to replicate your equity strategies or crypto-native and exploring structured alpha—this episode has something for you.🔗 Guest Contact:Ben Golub – [email protected]🔗 Firm: https://sdm.co📅 LIVE on June 4th at 9AM🎥 Streaming on YouTube 🔗 Follow Our Work:📜 Substack: Mark R. Connors – https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) – https://www.harmoniqinsights.com/📜 SSRN for research papers – https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma – Chris Rosa — https://www.smartkarma.com/profiles/christopher-rosa/research📜 SmartKarma – Bill Mann — https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/research📜 Twitter – @TheNewBarbpodChapters00:00 Introduction to the Digital Asset Ecosystem09:58 New Chapter10:07 Ben Golub's Journey in Trading14:49 The Role of SDM in the Crypto Market19:26 Client Types and Their Needs23:35 Market Trends and Future Outlook24:41 Understanding Client Needs in Crypto Trading26:53 Strategies for Accumulating Crypto Assets31:57 Algorithmic Trading in the Crypto Market35:46 Derivatives and Customization in Crypto Trading38:05 Resources for Newcomers to Crypto Trading43:37 Incorporating Systematic Strategies in Crypto Trading#CryptoDerivatives #BitcoinETF #OTCTrading #DigitalAssets #SystematicInvesting #CryptoOptions #InstitutionalCrypto #NewBarbariansPodcast #BenGolub #SecureDigitalMarkets #CryptoVolatility #AIandBitcoin #TradFiToDeFi #CryptoStructuredProducts

Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.