John Macfarlane – Independent Non-Executive Director, ANZ
Over the break, I want to really to think about the “digital asset” space more – mainly in the context of the history of money and a variety of assets as a store of value. There is an enormous amount occurring in the space (as we are aware of at ANZ) however, over the last 12 months a number of people who I have known for many years and who have backgrounds in macro-trading, risk management and history have begun to focus on particular opportunities. To some extent they talk my language and, as such, are making the space and the opportunities more accessible.
Dan Tapiero made his reputation as a portfolio manager and trader for people like Julian Robertson and Stan Druckenmiller. His video Bitcoin, Gold and the Future of Macro Investing is very thought provoking. Some other good videos include Is the Future of Money Gold, Crypto or Fiat?, History of Money and Cryptocurrency and Bitcoin Will Replace Gold and Other Predictions?
Some books I’m excited to read include The Bitcoin Standard by Saifedean Ammous, Targeted by Britanny Kaiser and Blowout by Rachel Maddow. Blowout is almost a political thriller on the global oil and gas industry and its influence on politics and economics. Some of the best books I have read have been centred on this industry.
As someone with a love of cars, I also have a book on Formula One to read which has a local twist: Brabham by Tony Davis and Akos Armont is a biography of Jack Brabham, the Australian mechanic who won the World Championship in 1959, 1960 and 1966. I also think he was the only Formula One world champion who built his own car and won the championship in a car carrying his own name.
As per above, in addition to Ford vs Ferrari, I intend to watch Shelby American, the Netflix documentary on Carroll Shelby, one of the major characters of the current “based on a true story” movie!
I am intending to spend Christmas at our family beach house at Moggs Creek on the Great Ocean Road. We may not have reticulated water or sewerage but we do have NBN so watching Netflix won’t be a problem!