Risk of Ruin

Inside Long Term Capital

Jul 17, 2024
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Episode notes
1
Introduction
00:00 • 2min
2
The Cliff Snote's Version of LTCM
01:57 • 2min
3
The Difference Between Advantage Gambling and Quantitative Finance
04:03 • 3min
4
Using Machine Learning to Win at Sports Betting
06:35 • 2min
5
Eric's Backgammon Analysis - Manny Kimmel
08:44 • 2min
6
What I Learned About the Apple Users Group
10:20 • 2min
7
The Mitch in the Story
12:42 • 4min
8
Eric Rosenfeld, Founder and CEO of Solomon Investments, Inc.
17:09 • 2min
9
Solomon in the 80s
19:34 • 2min
10
The Secret Sauce of the Market
21:08 • 3min
11
Solomon's Risk Tolerance in Times of Turbulence
23:44 • 2min
12
LTCM Fundraising - The Story of a Biggest Trader and Gambler
25:59 • 5min
13
LTCM's Crisis
30:38 • 6min
14
Long-Term Capital - A Bid for 250 Million
36:21 • 2min
15
Buffett's Bid Was Attractive to Us
38:34 • 2min
16
LTCM - The Force Dividend and the Opportunity Set
40:27 • 3min
17
How to Get Back to Risk Compliance
43:24 • 2min
18
LTCM - What Happened to the Fund?
45:50 • 2min
19
Long-Term Trading
48:09 • 2min
20
A Bailout of LTCM's Creditors
50:00 • 2min
21
When Genius Failed by Roger Lowenstein
51:36 • 3min
22
Investing in the JWM Fund
54:26 • 4min
23
How Rare Is Eric's Life?
58:26 • 5min