Dose of Alpha Episode #2: Risk: Are You A Gambler Or Investor?
AlphaGrowth CEO Bryan Colligan and DeFi Strategist Eric Waisanen get deep into the weeds with AlphaGrowth's latest podcast: Dose of Alpha— Episode #2: Risk: Are You A Gambler or Investor?
In each episode Colligan and Waisanen share unfiltered perspectives exploring decentralized finance, market maneuvers, TradFi convergence, and the enduring importance of crypto in today’s political and economic landscape.
Episode #2 brings some incredible questions and answers as Bryan and Eric discuss Risk: What is risk? How do you price it? What kind of risks do you see in DeFi? How does that differ from what you see in TradFi? Classifying types of risk, government bailouts in crypto, and the fiasco that was October 10th (10/10).
It's a great episode. If you enjoy it, share it with a friend.
Chapters
0:00 Defining and Pricing Risk
1:10 Risk Vs. Reward, in DeFi and TradFi
2:02 Types of Risk
4:53 Speedrunning Traditional Finance
6:25 Government Bailouts and Crypto
7:19 Flight to Quality
8:16 Gambling vs. Investing: The Role of Expected Value
10:49 Scopes of EV
12:47 Risks in the Structured Products We're Building
13:09 Liquidations & Time Duration Risk
17:59 APRs and Risk-Adjusted Returns
20:18 Restaking Presentation at ETH Denver
22:23 Case Study: Analyzing October 10th
25:31 Fractional Reserves and Systemic Contagion
28:19 Centralization Risks and the Future of Risk Management
The AlphaGrowth team is excited to bring you real-time intel from the DeFi front lines, each week as we release new episodes. Stay tuned for more! And don't forget to comment and share your thoughts with us on YouTube, Spotify, X, Apple Podcasts. Bring RWAs onchain with AlphaGrowth in 2026: alphagrowth.io.
Episode 2 Links:
Am I A Degenerate Gambler Quiz
Insurance & Reinusrance Through Restaking From Eric Waisanen AlphaGrowth
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