Infinite Loops

Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her ‘hot takes’ in finance. In this episode, we discuss: Her unique background and introduction to investing. The power of narrative and emotion in investing. The importance of dispassionate analysis. Capital allocation.  And much more. You can find Liz’s super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20

Our guest this week is Madelaine D’Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss: Value & Momentum factors in the art market. Arthena’s models. The problems with repeat sales data. Portfolio construction and exit strategy. The nuances of investing in art assets. Biggest misconceptions about art investing. For more information, check out https://arthena.com/ .

Our guest this week is renowned short-seller Jim Chanos, founder, and president of Kynikos Associates. Over the course of his long and successful career, Jim has publicly bet against companies like Enron, which Barron’s deemed the “market call of the decade, if not the past 50 years.” While many know him for these famous shorts, fewer know that Jim is also a passionate historian, and is a firm believer in the notion that history can act as a useful guide for investors today. In this wide-ranging conversation, we discuss: How Jim started his career in finance The Mississippi Bubble How past financial frauds and manias can be useful for modern investors Tesla Lessons from the Great Financial Crisis Jim’s financial history course at Yale and Wisconsin Theranos  And much, much more… we hope you enjoy.

In this episode, we sit down with two of the most prominent anonymous accounts on Financial Twitter, Ramp Capital and Super Mugatu. Enjoy this wide ranging conversation, and peak behind the curtain of anonymous Twitter.