Feb 14, 2022
Lily Francus is a risk theorist
and a quantitative researcher at Moody’s. She is also the author of
the ‘Midnight on the Market Momentum’ newsletter. Find Lily on her
Twitter at https://twitter.com/nope_its_lily
and read her newsletter at https://nopeitslily.substack.com
Jesse Livermore is an OSAM research partner and a recurring guest
at Infinite Loops. You can connect with him on Twitter at https://twitter.com/Jesse_Livermore
and read more about his work at http://www.philosophicaleconomics.com/
Show notes:
- Why all the recent focus on
bubbles?
- How the era you grow up in shapes
your investment philosophy
- Intrinsic and Extrinsic
value
- How leverage impacts
pricing
- What is a bubble? And how to
identify if you’re in one
- Role of uncertainty in
arbitraging
- What makes a bubble
pop
- How bubbles set a new floor
price
- Do we have enough short
sellers?
- Time arbitrage
- Information arbitrage in a
hyper-connected world
- Are we currently in a financial
bubble?
- Implications of
pseudonymity
- Is there a free will?