Manifold

Vineer Bhansali: Physics, Tail Risk Hedging, and 900% Coronavirus Returns – #43

Apr 23, 2020
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1
Introduction
00:00 • 3min
2
How Did You Know That You Went to Wall Street?
02:46 • 2min
3
Are You Killing Me? You Fisher Black?
05:08 • 3min
4
How Long Did It Take You to Consider Yourself a Finian Sky?
07:44 • 4min
5
The Black Shoals Option Pricing Form
11:26 • 5min
6
The Random Walk
16:12 • 2min
7
What Happened in the Last Three to Five Weeks?
18:37 • 5min
8
The Global Financial Crisis of Two Thousand Eight, Two Thousand Nine
23:12 • 3min
9
The Investment Strategy of Long Tail Alpha
26:01 • 3min
10
Is It a Good Idea to Sell Liquidity?
28:32 • 4min
11
You Don't Need a License to Sell Financial Market Insurance
32:24 • 3min
12
Sell Insurance in the Derivatives Market
35:17 • 3min
13
What Are the Non Linear Feedback Effects?
38:25 • 6min
14
Is Your Research Having Nothing to Do With Corona?
44:05 • 5min
15
How to Get Lp Limited Partners to Invest in Your Fund?
48:42 • 2min
16
Veneer, What Are the Returns Over the Past Month and Last Quarter?
50:17 • 6min
17
Is the Liquidity One Twentyth?
56:02 • 5min
18
How to Catch the Falling Knife
01:01:31 • 4min
19
Are the Markets Back to Normal?
01:05:56 • 3min
20
Do You Know What's Going to Happen?
01:08:37 • 1min
21
How Did Your Theory of Inflation Change From Two Thousand Eight Nine?
01:09:52 • 5min
22
The Moment Before the Bubble Really Pops Is When You Start to Get the Crazyest Theories for Why There Is No Bubble
01:14:42 • 3min
23
Is M M T a Last Craze?
01:17:29 • 2min
24
I've Survived the Fifth Crisis, Rightyo?
01:19:50 • 2min