Wknd
Notes

Wknd
Notes

Each Sunday morning for over a decade, One River’s CIO, Eric Peters, has published “Wknd Notes.” It is an unorthodox take on markets, politics, and policy that’s widely read across our industry and within global policy/political circles. Eric has written for as long as he has traded and the discipline is part of his investment process. Drawing on wide-ranging, multi-disciplinary research, historical study, and discussions with interesting characters throughout the world, Eric collects those things he finds most thought-provoking each week and distills them into a concise letter. At times the ideas and views are consistent with his own, but just as often, they challenge his positions and it is this openness to opposing views that helps him maintain a flexible mind in the search for emerging opportunities and risks. His writing is a reflection of how he thinks, and as such it is as focused on identifying the right questions to ask as it is on seeking answers. The publication of this work is Eric’s way of exchanging ideas/information and developing dialogue with a network grown over his thirty-one-year career.

Media

Eric Peters interview on Bloomberg’s "The Year Ahead" with Erik Schatzker
January 28th, 2021

Eric reads lots of new year predictions. And feel for those who make them. The exercise of putting pen to paper for perpetuity is as helpful for the author as it as it is humbling. Often humiliating. So that said, he invites you to join him for Bloomberg’s The Year Ahead 2021. He’ll be discussing macro markets. Policy, politics. Volatility, trends, digital assets. Feeling his way into a highly uncertain, tumultuous decade.

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REAL VISION with Mike Green
March 27th, 2020



Eric Peters, CIO of One River Asset Management, joins Mike Green of Logica Capital to discuss the broader economic and financial conditions markets are experiencing amid coronavirus' chaos. The pair discuss the current macro environment, volatility, government policy responses - both monetary and fiscal. Through their breakdown of a broad array of topics, Peters and Green tackle topics ranging from global supply chains to the merger of human and machine intelligence.

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REAL VISION: Tectonic Shifts on the Macro Horizon
June 25th, 2018


Eric Peters, CEO & CIO of One River Asset Management, joins Real Vision to discuss major changes he sees coming to the global macro landscape. He thinks U.S. equity markets are in the process of topping, and says both inflation and volatility will make a comeback. Peters also analyzes the problems with risk management and portfolio construction, and how they will likely be challenged during the next recession. Filmed on May 29, 2018 in Greenwich, Connecticut.

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Press

One River Digital Asset Management and MV Index Solutions announce the creation of the One River Digital Indices.
March 16, 2022

Digital Assets need a benchmark. The separation of beta and alpha depends on it. The distinction between passive and active requires it. So, we built one. Our Indices provide a dynamic benchmark that fluidly adds and subtracts assets according to rules-based criteria. The Size Tilt Index provides greater exposure to emerging tokens. And their attributes can enhance conventional portfolios – no leverage required.

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One River Taps Coinbase Prime to Further Institutional Adoption Push
February 11, 2022



Cryptocurrency-fund manager One River Digital Asset Management has integrated a new product leveraging Coinbase Prime’s turnkey solutions, in a bid to drive institutional investors to its fund…

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One River Digital Asset Management announces the creation of ONE Digital SMA, powered by Coinbase Prime technology
February 11, 2022

(PR Newswire) – One River Digital Asset Management is pleased to announce the creation of ONE Digital SMA, a separately managed account powered by Coinbase Prime technology. This integrated offering breaks new ground in the delivery of digital investment strategies and services, while providing an early look at the future of asset management in a financial system transitioning to blockchain-enabled infrastructure...

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Coinbase Teams Up With One River to Offer Separately Managed Accounts
February 11, 2022



Cryptocurrency fund manager One River Digital Asset Management has teamed up with U.S. exchange Coinbase (COIN) to offer separately managed accounts (SMA), a popular alternative to mutual funds in traditional finance where affluent investors hold assets directly and use an external asset manager...

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One River Digital Asset Management announces the creation of ONE Digital SMA, powered by Coinbase Prime technology
February 11, 2022


(PR Newswire) – One River Digital Asset Management is pleased to announce the creation of ONE Digital SMA, a separately managed account powered by Coinbase Prime technology. This integrated offering breaks new ground in the delivery of digital investment strategies and services, while providing an early look at the future of asset management in a financial system transitioning to blockchain-enabled infrastructure...

Read Now
One River Digital Asset Management welcomes Jason Cummins to its Academic and Regulatory Advisory Council
January 06, 2022



(PR Newswire) – Mr. Cummins brings a wealth of public and private sector experience to One River's Advisory Council, having served as both Chairman of the US Treasury Borrowing Advisory Committee (TBAC) and as a Senior Economist of the Federal Reserve Board…

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One River Digital Asset Management Completes Strategic Investment Round
September 21, 2021




(PR Newswire) – One River Digital Asset Management, a leading digital asset manager for institutions, today announced the closing of a Series A investment round.

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One River Digital Asset Management welcomes Jay Clayton, Kevin Hassett and Jon Orszag to newly formed Academic and Regulatory Advisory Council
March 29, 2021

(PR Newswire) – One River Digital Asset Management (together with its parent, One River Asset Management) announced that is welcoming Jay Clayton, Kevin Hassett, and Jon Orszag to the firm’s Academic and Regulatory Advisory Council effective immediately.

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Podcasts

Bankless with Eric Peters - Institutions are Bullish



October 25, 2021

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MacroVoices with Eric Peters - Secular Inflation and Digital Currency


July 01, 2021

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Capital Allocators with Ted Seides - Crypto For Institutions 1: Eric Peter - The Macro Case for Bitcoin

March 7, 2021

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Hidden Forces with Demetri Kofinas



April 24, 2020

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Macro Voices with Eric Peters - Knock-on effects of the Coronavirus Crisis


April 9, 2020

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Capital Allocators with Ted Seides



April 1, 2020

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MacroVoices with Eric Peters - The biggest risk is the Central Banks’ inability to spur Growth & Inflation

March 28, 2019

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MacroVoices with Eric Peters - Systemic Risks are Mounting



February 15, 2018

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Research

market notes -
Regulators are Running a Crypto Sprint


APRIL 2022

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market notes -
Survey says...Digital is an underdog


APRIL 2022

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market notes -
The Dollar is Dead... Long Live the (digital) Dollar


APRIL 2022

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market notes -
Bitcoin… a battery, a bond, a lifeboat?


APRIL 2022

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market notes -
Greatness Eth-merges



MARCH 2022

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market notes -
A Benchmark for Digital Assets


MARCH 2022

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market notes - Higher Volatility, More Stability



MARCH 2022

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market notes -
Fed loves digital (CBDC...not so much)


JANUARY, 2022

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Ethereum - Future of Finance



October, 2021

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Regime Change Resilience: Rebooting Risk Mitigation with Structural Diversification

September, 2021

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The Case for Quantum Change



September, 2021

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In Math We Trust




March, 2021

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The Case for Digital Assets



January, 2021

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Observations on Post-Covid Inflation Data



May, 2020

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1960s Regime Shift




NOVEMBER 2019

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False Assumptions and Inconvenient Truths



April, 2019

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