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piworld interview - Charlie Morris: All about bitcoin

piworld interview - Charlie Morris: All about bitcoin

11 February 2021

Charlie gives us a comprehensive overview of bitcoin. He helps us make sense of the febrile bitcoin market which is experiencing the Elon Musk’s and Michael Saylor’s impact. He outlines the key elements of bitcoins price, namely inflows and outflows; and more broadly talks of transaction speed; regulation; ESG credentials and more. We’re even told how we can buy our own bitcoin! Topical with this week’s market action.

Separately, if you’re interested in digital currencies generally, it’s worth listening to our interview with Erik Townsend: Digital currency and the future of money, here.

For now, here’s Charlie:

Charlie’s background – 00:38
The value of bitcoin – 01:26
What should investors look for to invest in bitcoin? – 03:22
Are institutions buying now? – 08:06
What’s a fair price for bitcoin? – 09:35
The cost of production – 11:43
Is bitcoin the only crypto currency, or are there others that are significant? – 13:55
Transactions per second – 16:00
Can you see bitcoin replacing fiat currency? – 18:57
Regulation – 21:39
ESG – 24:33
How do I buy bitcoin? – 26:23
Security and access to your bitcoin – 27:43
Is there an estimate of ‘lost’ bitcoin? – 28:36
Collective instruments in bitcoin? – 30:18
Asset allocation between gold-equities-bitcoin etc? – 31:22
Where to find Charlie – 33:52

About Charlie Morris Charlie is the Chief Investment Officer at ByteTree Asset Management (BTAM) and founder of ByteTree.com. He has 23 years’ experience in fund management, where he has built a reputation for managing actively managed, multi-asset portfolios, with an emphasis on efficient diversification and risk management. Although well versed in traditional asset classes, Charlie is best known for his expertise in alternative assets, notably gold and Bitcoin. In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management until June 2020, where he managed Total Return Fund. At the time of his departure, his fund ranked 1st out of 47 funds in the Trustnet multi-asset, absolute return sector. Before that, he was the Chief Investment Officer at Newscape (2016 to 2018) and the Head of Absolute Return at HSBC Global Asset Management until (1998 to 2015) where managed $3bn of assets. Prior to fund management, Charlie was an officer in the Grenadier Guards, British Army. Charlie is also the editor of the leading UK investment newsletter, The Fleet Street Letter (est 1938) since 2015. While not working, he can often be found somewhere in the North Sea. Contact Charlie at ByteTree.com.

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