Flirting with Models

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Category: Season 4

  • Season 4

S04E06: Trade Structuring – Systematizing a Hidden Edge

  • June 7, 2021
  • Tagged as: machine learning
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...

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Corey Hoffstein
  • Season 4

S04E05: Path or Destination, Not Both

  • May 31, 2021
  • Tagged as: asset allocation
In this episode I speak with Guillermo Roditi Dominguez, managing director at New River Investments. This was one of the more unique and wide-ranging conversations I have had on the podcast to date. We begin...

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Corey Hoffstein
  • Season 4

S04E04: Commodity Volatility

  • May 24, 2021
  • Tagged as: commodities, volatility
Tina Lindstrom is a Partner at First NY, where she manages an oil volatility portfolio. She began her career at Susquehanna and eventually worked her way up to managing both the high cap equity index...

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Corey Hoffstein
  • Season 4

S04E03: Paranoid Crypto Cowboys

  • May 17, 2021
  • Tagged as: crypto, hedge funds
In this episode I chat with David Fauchier of Nickel Digital Asset Management. At Nickel, David manages the Factors Fund, a multi-strategy, multi-manager fund for cryptocurrencies. We leave the philosophical discussions about crypto aside to...

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Corey Hoffstein
  • Season 4

S04E02: Independently Shorting Volatility

  • May 10, 2021
  • Tagged as: volatility
Darrin Johnson is the first independent trader I’ve interviewed for this show and with that distinction he brings an entirely new perspective. After learning about how Darrin began his career as an independent trader, we...

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Corey Hoffstein
  • Season 4

S04E01: The Market Voting Machine

  • May 3, 2021
  • Tagged as: passive investing, volatility
My guest this episode is Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management. Cem began his career in the pits, and so we begin our conversation with a discussion by comparing and...

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Corey Hoffstein
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