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.

00:00:23 How Esther got started working on the intersection between mind and body and healthy living? 00:13:32 What impact Ether’s research has on the ability to improve living conditions with autoimmune and inflammatory diseases. Are we getting to few germs and viruses so that our immune system turns on ourselves? 00:21:11 How stress and our […]

The post #90 Esther Sternberg (The science of the body and mind connection) appeared first on The Judgment Call Podcast.

00:00:34 What drove Bill to start minds.com back in 2011? Why minds.com is fundamentally different than other social networks? 00:07:31 Why did the ‘legacy’ social networks get so big? 00:11:22 Is there a better engagement algorithm? How ‘manipulative’ is the current engagement algorithm? 00:14:20 Why social networks all have such a similar business model and […]

The post #89 Bill Ottman (How to build and run a ‘free speech social network’?) appeared first on The Judgment Call Podcast.

00:00:34 What drove Joe to research and write his latest book – The WEIRDest People in the World and what it suggests about the timeline of human development 00:08:10 What made us these WEIRD people? Why and how did the nuclear family emerge? How did marriage rules contribute to this? How did public markets evolve […]

The post #88 Joe Henrich (WEIRD people and what drives a culture’s success?) appeared first on The Judgment Call Podcast.

00:00:35 How Jeff got started with Amazon Web Services in the place and how innovation has been moving along briskly with Amazon AWS. 00:06:15 How did it feel to promise an Internet File System and promise not to loose any data? How does AWS deal internally with failure and downtime? 00:11:24 How did Amazon add […]

The post #87 Jeff Barr (The amazing story of Amazon Web Services) appeared first on The Judgment Call Podcast.

00:00:36 What great investors does Marc admire? 00:05:20 Why the world’s policy to print money (in Japan, Europe and the US now) is misguided and prohibits innovation? 00:13:32 Is the ‘socialist utopia’ upon us? What will happen to inflation? Why do we need a ‘Central Bank’ in the first place? 00:23:48 Will we be able […]

The post #86 Marc Faber (Gloom Boom & Doom) appeared first on The Judgment Call Podcast.