Notes

Flirting with Models: Wayne Himelsein

Link: https://blog.thinknewfound.com/podcast/s2e7-wayne-himelsein/ About Wayne: CIO of Logica Capital Transcription: Otter.ai Overview Every trade is implicitly long or short volatility or…

7 years ago

Notes from Invest Like the Best: Ali Hamed

Link: http://investorfieldguide.com/ali/ About Ali: Partner at CoVenture fund His approach He looks at new asset classes that can be hard…

7 years ago

Notes from Capital Allocators: Tali Sharot

Link: http://capitalallocatorspodcast.com/2018/06/03/talisharot/ About Tali: Professor and author of The Influential Mind, The Science of Optimism, and The Optimism Bias Humans…

7 years ago

Flirting with Models: Benn Eifert

Link: https://blog.thinknewfound.com/podcast/s2e2-benn-eifert/ About Benn: Founder of QVR Advisors specializing in option-based strategies Selected notes from his conversation with Corey Hoffstein,…

7 years ago

Knowledge Project: Adam Robinson

Link: https://fs.blog/adam-robinson-pt1/ and https://fs.blog/adam-robinson-pt2/ About Adam: Author, educator, founder of the Princeton Review, and hedge fund advisor Purpose and happiness…

7 years ago

Notes from EconTalk: Anja Shortland

Link: http://www.econtalk.org/anja-shortland-on-kidnap/ About Anja: Researcher and author of  Kidnap: Inside the Ransom Business Economist Russ Roberts interviews Anja Shortland Kidnapping…

7 years ago

Notes from Invest Like the Best: Jesse Livermore

Link: http://investorfieldguide.com/livermore/ About Jesse: Jesse Livermore is a pseudonym for the financial blogger behind philosophicaleconomics.com. 3 Methods for Drawing Meaningful…

7 years ago

Notes on OSAM’s Factors from Scratch

http://osam.com/Commentary/factors-from-scratch How does the 'value' factor generate excess return? Method for decomposing the return into earnings growth and multiple expansion Limit…

7 years ago

Notes on Philosophical Economics: Predicting equity returns from supply/demand not valuation

http://www.philosophicaleconomics.com/2013/12/the-single-greatest-predictor-of-future-stock-market-returns/ Premise If there is too much supply of a given asset relative to the amount that investors want to…

7 years ago

Refactoring Austin Kleon’s Steal Like An Artist

Get started Nothing is original. Original is usually what you call things when you don't know what preceded it Screw…

7 years ago