The Rise and Fall of Crypto and ESG: If It Sounds Too Good to Be True, It Probably Is
Mark Neuman, CIO and Founder of Constrained Capital, discusses the bursting of the bubbles seen in 2022 including NFTs, SPACs, and Cryptocurrencies and how the next one up could be ESG. He discusses how investors can prepare and protect themselves for this potential further bubble unwind.
Reuters: Tech-heavy Nasdaq leads Wall Street’s losses
Mark Neuman, CIO and Founder of Constrained Capital, joins Reuters TV to discuss performance in the tech sector and investors’ fears about interest rate hikes. “I think the tech companies really over hired and I think that part of that push for them to overhire was the continuously easy rates and that allowed a bit of excess hiring,” says Neuman.
Reuters: With FTX debacle, ‘the crypto bubble has now imploded’
Mark Neuman, CIO and Founder of Constrained Capital, joins Reuters TV to discuss the FTX debacle and the possible future for cryptocurrency. “The crypto bubble has now imploded, it’s over for most of crypto. There are still some coins out there like Dogecoin and Litecoin that still have market caps of $10 billion and I think that there is still more wood to chop in this area of crypto,” he explains.
Reuters: Musk has ‘ostracized’ potential Tesla buyers
Mark Neuman, CIO and Founder of Constrained Capital, joins Reuters TV to discuss Elon Musk’s recent statements and actions since taking over Twitter and the impact on Tesla buying decisions. “Tesla is in a really tricky spot here. Elon Musk took over Twitter and he is now ostracizing a lot of people. Such that they might believe, if I own a Tesla, maybe I’m a MAGA supporter or maybe I’m a certain political side of things,” states Neuman.
MarketWatch: Year-end rally? Bullish stock-market pattern set to collide with stagflation fears
Mark Neuman, CIO and founder of Constrained Capital, speaks with Vivien Lou Chen of MarketWatch about his market outlook for 2023. “The tricky part for investors in a stagflation scenario would be confusion over where to invest. In a stagflation environment, there’s no defense for central banks. And if we are going into a stagflation environment, where does that leave investors? There’s always going to be sectors that act better than others, and I think the commodity patch is where I would look. I would continue to look at under-owned, under-invested and necessary areas, which makes commodities very interesting,” states Neuman.