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Flirting with Models

Jun 28, 2021

My guest this episode is Tobias Carlisle, author, podcast host, and founder of Acquirers Funds.

Toby joined me in Season 1 where we discussed his background and overall investment philosophy. In this episode, we dive right into the well-documented woes of value investing.

Rather than rehash the usual narratives,...

Jun 21, 2021

In this episode I speak with Sam Trabucco from Alameda Research. Alameda manages over $100mm in digital assets and trades between $600mm and $1.5bn per day.

We begin our conversation with a discussion around the features that distinguish crypto markets from traditional markets. What becomes a recurring theme in the...

Jun 15, 2021

In this episode I speak with Dennis Davitt, CEO of Millbank Dartmoor Portsmouth.

Dennis began his career in the option pits of New York and Chicago and eventually worked his way to managing the equity derivatives desk for Credit Suisse. These experiences taught Dennis two important lessons. First, respect markets over...

Jun 7, 2021

Angus Cameron is the Founder and CIO of Liminal Capital, a machine-learning focused investment manager.

But Angus does not come to markets with a computer science PhD. Rather, his career arc took him through the prop desks and buyside of Asia, trading global fixed income, FX, equity markets, and arbitrage strategies on...