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Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)

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Manage episode 509152872 series 2550832
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

  • Mark’s background and path that led him to founding Intrinsic Edge Capital Management.
  • The Intrinsic Edge Digital Infrastructure Fund, a fund that was launched four years ago to focus on companies in the digital asset ecosystem.
  • Perspectives on the mining industry and the impact of AI/LLMs on this sector of the industry.
  • Views on the types of businesses that will enter the public markets in the coming years.
  • The future of prime brokerage and how service providers will evolve.

To learn more about Intrinsic Edge visit intrinsicedge.com or email them at [email protected]

  continue reading

470 episodes

Artwork
iconShare
 
Manage episode 509152872 series 2550832
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

  • Mark’s background and path that led him to founding Intrinsic Edge Capital Management.
  • The Intrinsic Edge Digital Infrastructure Fund, a fund that was launched four years ago to focus on companies in the digital asset ecosystem.
  • Perspectives on the mining industry and the impact of AI/LLMs on this sector of the industry.
  • Views on the types of businesses that will enter the public markets in the coming years.
  • The future of prime brokerage and how service providers will evolve.

To learn more about Intrinsic Edge visit intrinsicedge.com or email them at [email protected]

  continue reading

470 episodes

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