Flirting with Models
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies.
Lucas Schuermann – Swapping Out Perpetual Futures (S7E34)
Corey Hoffstein and Lucas Schuermann dive into trading venues and infrastructure evolution, highlighting Omni's growth and benefits like tighter spreads and zero fees. Lucas discusses liquidity quality, flow segmentation, and hedging challenges across venues. They explore APIs, real-world asset perps (RWA), and the differences between traditional and on-chain liquidity. The episode examines building liquidity from scratch versus aggregation, swaps, their advantages, and user choices between perps and swaps. Financing rates and constraints for on-chain RWAs are also covered. Lucas shares insights on institutional platform ambitions and his interests beyond work.
Chapters
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| 5:45 | |
| 9:35 | |
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| 18:27 | |
| 21:00 | |
| 23:37 | |
| 25:29 | |
| 27:31 | |
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| 36:39 | |
| 37:57 | |
| 41:03 | |
| 44:49 | |
| 48:11 | |
| 50:43 | |
| 53:39 | |
| 58:40 | |
| 1:01:53 | |
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| 1:06:25 | |
| 1:08:11 | |
| 1:10:28 | |
| 1:13:05 |
Transcript
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