Looking for Trends: One River Asset Management’s Eric Peters

寻找趋势:一河资产管理公司埃里克·彼得斯的洞察

Goldman Sachs Exchanges

2025-12-23

32 分钟
PDF

单集简介 ...

Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on December 17, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved Learn more about your ad choices. Visit megaphone.fm/adchoices
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单集文稿 ...

  • Welcome to another episode of Goldman Sachs exchanges.

  • Great investors.

  • I'm Tony Pasquarello, global head of hedge fund coverage in Goldman Sachs global banking markets.

  • And today I have the pleasure of sitting down with Eric Peters.

  • Eric leads both Coinbase asset management,

  • a digital asset manager wholly owned by Coinbase, and one river asset management.

  • an alternative investment manager focusing on risk mitigation and trend strategies.

  • He is also the author of the widely read newsletter Weekend Notes.

  • Eric is an intellectual force within our industry.

  • He consistently offers up deeply thought out, researched,

  • and quite often highly provocative ideas about the investment landscape.

  • I always come away from our conversations with a slightly new wave within the world,

  • and I'm sure this conversation will be no different.

  • Eric, welcome to Great Investors.

  • Thank you.

  • That is very kind.

  • Let's go back to the beginning of your career.

  • You got your start in the trading pits in Chicago.

  • Are there some lessons that you still carry with you today from the days of open outcry?

  • Oh, many.