Eric Peters
12 statements across 3 episodes · 4 bullish · 3 bearish · 1 people on the record · first statement Apr 6, 2020 by Eric Peters · said 7 times in 7 episodes since 2022 · across every show →
On the record as a speaker too: Eric Peters's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (6), Meredith Jenkins (1)
tap a year for its mentions
2025 1 mention in 1 episode
2022 6 mentions in 6 episodes 1 per episode
- Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
- Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- every mention in 2022, scene by scene →
Everything said about Eric Peters, oldest first
Apr 6, 2020 negative
Apr 6, 2020 bearish
Peters: Private equity is done and managers will emerge looking terrible
“This is the kind of thing that may make me look foolish. I think private equity is done. I think that it will always be an investment style like it has for over the course of my career. It was just LBO investing when I started, I guess now it's private equity,…”
Apr 6, 2020
Peters: Peloton ABS fund ran 7x levered subprime relative-value trade
“And then they had their ABS fund and that ABS fund was a big bet against subprime mortgages. It was a relative value bet. So they were long, a few, three units of Triple A mortgages short one unit of triple B's levered seven times.”
Apr 6, 2020
Peters: Cheaper hedges that offset negative carry often blow up in dislocations
“So what inevitably happens, and this is a hugely important lesson is when people are trying to mitigate a risk, there is an expensive way to do it, which is usually sound. And there are a whole range of cheaper ways to mitigate it in ways where you offset the …”
Apr 6, 2020
Apr 6, 2020 bullish
Peters: Post-COVID relative value volatility will be a target-rich environment
“And I think coming out of this crisis, it's going to be a very target rich environment for a strategy like that, because there are so few players left in it. And whenever you start dislocating markets like this, The people who can manage the risk well through …”
Apr 6, 2020
Peters: One River launched using fund-of-one structures for every initial client
“Every one of the clients that we had initially had a fund of one with us, and we would identify what we thought were the most important opportunities, either bullish or bearish, that we saw on the horizon, and then they could allocate to one or more of those s…”
Mar 8, 2021 bearish
Peters: Post-Pandemic Policy Response Marks Beginning of Major Monetary Debasement
“We've expressed views that it's highly likely that the late stage of this long economic and market and debt cycle Will lead to a large monetary debasement essentially, which by the way, if you're a market historian, that's kind of obvious that that happens. Th…”
Dec 16, 2024 positive
Dec 16, 2024 positive
Dec 16, 2024 bullish
Peters: Building infrastructure to tokenize traditional assets and real-world loans
“We started building a platform which is going to be infrastructure for tokenizing essentially all traditional assets as opposed to tokens like Bitcoin or Ethereum. So taking real world assets or traditional stocks and bonds and all sorts of loans and someday a…”