Episode 670
Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)
On The Brink with Castle Island · Castle Island Ventures
September 29, 202529m 48s
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Show Notes
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]