EP 21 - They Blush For Shame
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EP 21 - They Blush For Shame
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This episode covers macroeconomic conditions, quant-based investors (Ed Thorp, Jim Simons, & Renaissance Technologies), and recession indicators (yields). The new technological cold war between the West & East (inspired by thoughts from Dr. Pippa Malmgren) is discussed along with recent crypto assassinations.
Ed goes on a fiery rant over FTX and calls for legal action. The show ends with an overview of portfolio positioning, tail hedging strategies, and overall market navigation.
https://www.washingtonpost.com/business/interactive/2022/ covid-money-trail-investigation-explained/?itid=hp-top-table-main_p001_f001
https://trust.zscaler.com/zscloud.net/posts/12256
https://www.dailymail.co.uk/news/article-10380825/Sir-Tony-Radakin-warns-Russia-attempts-sever-communication-cables-seen-act-war.html