00:00:30 Thomas’ experience at Wall Street (including running his own hedge fund and an insider trading investigation while working with Steve Cohen) and why he started his latest firm Hedge Fund Telemetry? 00:18:40 How Thomas selects themes and timeframes for his daily newsletter? 00:24:25 What Thomas thinks of the crypto bubble? 00:35:44 Is deflation or […]

The post #93 Thomas Thornton (The past, present and future of Hedge Funds) appeared first on The Judgment Call Podcast.

00:00:30 How did Peter get started studying intelligence and how he envisions computers and AI should become more intelligent? 00:06:31 What better approach can we take to build a thinking machine? 00:12:18 When will we have machines that can build and improve themselves? 00:16:50 How will the third wave of AI look like? 00:19:06 Is […]

The post #92 Peter Voss (How and when will we build really intelligent machines?) appeared first on The Judgment Call Podcast.

00:01:00 What is Convexity and how does it express itself? 00:02:59 Why startup founders usually enjoy positive convexity. Why bonds often come with negative convexity? 00:08:33 Why taking a flat fee is a good idea for money management? 00:14:03 Did Softbank create a ‘Gamma Melt-up’ buying an extraordinary amount of call options in 2020? 00:21:45 […]

The post #91 Harley Bassman (How to become a Convexity Maven?) appeared first on The Judgment Call Podcast.