Mutiny Investing Podcast

40. Wayne Himelsein: 2022 - Year of Unusual Volatility?

Aug 9, 2022

01:33:21

Creator website

Highlights

AI Chapters

Episode notes

Consciousness or Free Will?

03:17

How Do You Decipher Signal to Noise Ratio?

03:16

Illi Getall

02:31

Introduction

2min

I Love Quotations

2min

Is There a Difference Between Accent and Dialect?

2min

What Is Unique?

5min

Consciousness or Free Will?

3min

Is There a Time?

3min

Steroids May Improve Your Eyesight

4min

Is There a Fallacy in Time Management?

2min

How Do We Get Into Floe States?

3min

10.

What Is a Quant?

4min

11.

Quantitative Modeling

3min

12.

How Much Should You Include That Event in Your Quantitative Model?

5min

13.

Scale and Variance in Trading and Investing

5min

14.

How Do You Decipher Signal to Noise Ratio?

3min

15.

I Don't Want to Trade That Stock.

3min

16.

Scalping at the Money

5min

17.

Long Vall Only Is the Key to Profitable Trading

5min

18.

Is It Consistently Grinding Down Markets?

5min

19.

Long Vall Positioning

4min

20.

Illi Getall

3min

21.

Yen, What's Your Take on the Market Year to Date?

5min

22.

The Market Keeps on Grinding Lower, Right?

3min

23.

Are You Repositioning Your Delta?

3min

24.

What Do You Think About a I?

5min

25.

Exactly. It Was on My Mind to Day, and I Wanted to Share This With You

7min

In this episode I talk with Wayne Himelsein, CIO of Logica Capital Advisers.

Wayne is responsible for leading portfolio management and the overall implementation of the firm’s investment strategies. Beginning his career as a Proprietary Trader in 1995, and launching his first Hedge Fund in 2000, Wayne has over 25 years of industry experience.

We talk about the following:

Is time real?
What is signal vs noise?
Where to find great quotes?
2022- Year of unusual volatility?
Existential risks to hedge funds.

I hope you enjoyed this conversation with Wayne as much as I did!

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Mutiny Investing Podcast

40. Wayne Himelsein: 2022 - Year of Unusual Volatility?

Consciousness or Free Will?

How Do You Decipher Signal to Noise Ratio?

Illi Getall

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights