Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
What You Learned in the Trading Pits?
02:43 • 2min
Investment Drift - The One Thing That Carriered Through
04:35 • 4min
The O X Pit vs the X M I
08:52 • 4min
The Pits Have Moved From Man to Machine
13:14 • 4min
Credit Suisse - What's the Difference Between Markets and Models?
17:25 • 6min
What's the Fina Motivation Behind a Trade?
23:09 • 4min
Markets vs Models - What's Your Favorite Expression?
27:16 • 5min
The Jim Cramer Trivial Question
32:32 • 4min
Short Volatility Is Not the Story of What Happened
36:59 • 6min
How Do You Communicate With Your Clients?
42:48 • 5min
How Do You Name Your Firm?
47:44 • 6min
Short Volatility Strategies - What's the Key Difference?
53:37 • 3min
How to Build a Short Volatility Strategy?
56:33 • 3min
Short Vall Strategy
59:25 • 4min
The R a Community Is Much More Like Billy Bean, and They're Much More Open to Say, Ok, That Works
01:03:15 • 4min
I'm Looking Forward to Private Equity Guys in Waiting Rooms at Pension Funds
01:07:09 • 2min
Hedged Equity Strategy
01:08:52 • 5min
Why Are You So Against Sharp Ratios?
01:13:50 • 3min