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21-Year-Old Trader Explains How Hand-Drawing Candlestick Patterns in 3 Notebooks Built His Edge (Autoflow Cheat, The Solvency Trap, $29k Bottom Shorts) w/ shinigamiXBT 00:00 ShinigamiXBT Intro - trading crypto and major pairs during his early career transition 01:14 Why a bad exam and family unemployment forced him to go...

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26,668 次观看 • 1 个月前 •via X (Twitter)

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From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇
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From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇

Ruslan Khairullin

16,872 次观看 • 2 个月前

"You just can't build a slow, expensive blockchain anymore." Solana founder toly 🇺🇸 built a $47 billion network from an idea he couldn't sleep on. Two coffees and a beer at Cafe du Soleil in 2017, and he was up until 4 a.m., figuring out how to use proof of work to measure time. His parents escaped the USSR in the 90s with $50 to their name and landed in Chicago in their 40s. His mom was a pianist. His dad was a civil engineer who took blue-collar roofing jobs while getting his electrician certificates. His son did the circuit analysis homework for him. That 4 a.m. idea became proof of history, the core mechanism behind Solana. In this episode: 00:00:00 Trailer 00:01:06 Intro 00:01:17 Growing up in the Soviet Union 00:04:02 Immigrating to the United States 00:07:34 Career dreams and studying computer science 00:09:47 First startup and early lessons 00:11:19 13 years at Qualcomm 00:22:32 Meeting Raj and founding Solana 00:26:44 Fundraising and early investors 00:28:41 Surviving the FTX collapse 00:40:19 Solana's mission and impact 00:43:54 Using AI to run side projects 00:49:39 Hardest decisions as a leader 00:52:51 Outlook on crypto and Solana's future 00:59:22 Twitter, being public, and politics 01:05:52 Beliefs on human nature and life philosophy 01:09:34 Outro Full episode:
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"You just can't build a slow, expensive blockchain anymore." Solana founder toly 🇺🇸 built a $47 billion network from an idea he couldn't sleep on. Two coffees and a beer at Cafe du Soleil in 2017, and he was up until 4 a.m., figuring out how to use proof of work to measure time. His parents escaped the USSR in the 90s with $50 to their name and landed in Chicago in their 40s. His mom was a pianist. His dad was a civil engineer who took blue-collar roofing jobs while getting his electrician certificates. His son did the circuit analysis homework for him. That 4 a.m. idea became proof of history, the core mechanism behind Solana. In this episode: 00:00:00 Trailer 00:01:06 Intro 00:01:17 Growing up in the Soviet Union 00:04:02 Immigrating to the United States 00:07:34 Career dreams and studying computer science 00:09:47 First startup and early lessons 00:11:19 13 years at Qualcomm 00:22:32 Meeting Raj and founding Solana 00:26:44 Fundraising and early investors 00:28:41 Surviving the FTX collapse 00:40:19 Solana's mission and impact 00:43:54 Using AI to run side projects 00:49:39 Hardest decisions as a leader 00:52:51 Outlook on crypto and Solana's future 00:59:22 Twitter, being public, and politics 01:05:52 Beliefs on human nature and life philosophy 01:09:34 Outro Full episode:

luba yudasina

261,503 次观看 • 1 个月前

Here's exactly how a 22 year old returned 283% in last year's US Investing Championship: ∙Listening to the stocks you're trading ∙Managing risk, and fighting for huge R:R multiples ∙Martin's journey and key influences ∙Equity curve mindset Great work Martin Luk — Timestamps: 00:00 – How a 100% trade shifted Martin’s entire mindset 01:31 – Lessons from studying prior big movers 04:54 – Starting with $1,300 in 2020 and early influences 08:56 – From tripling his account to a brutal 50% drawdown 13:23 – Foundational growth through books, podcasts, and mentors 17:02 – Adopting a tighter stop strategy from Christian Kalayjian 24:27 – Martin’s swing trading style, low win rate, high R setups 30:50 – Why tight stops lead to parabolic R multiple gains 33:51 – Backtesting winners: Big movers rarely revisit breakout lows 36:00 – Ideal entry tactics: Inside days, ORH, and prior day highs 40:45 – Sell strategies: Into strength vs. trailing stops 47:50 – Case study: SMCI trade and painful exit mistake 55:10 – COIN trade driven by crypto correlation and pattern break 01:01:10 – GME & AMC: Fast gains using tight intraday structure 01:10:18 – Traditional breakout example: SOFI 01:16:33 – Parabolic trade and sell signals using volume and distance 01:21:19 – QUBT re-entry and lessons on precise breakout timing 01:24:52 – Best loss of the year: SMTC and honoring stops 01:26:50 – Mistakes from CSK and recognizing emotional entries 01:30:38 – Martin’s scanning system: Pre-market, daily, and leaders 01:35:22 – How watchlists reveal market health and trend 01:42:03 – Short setup breakdowns: Declining EMA + intraday resistance 01:50:12 – SMCI short and trailing rules for shorts vs. longs 01:55:03 – Using your equity curve as market feedback 02:01:09 – Martin’s top trading weaknesses and progress 02:03:07 – Reducing drawdowns: Lessons from SURF loss 02:08:01 – Final advice: Trading is a marathon, not a sprint Have a great weekend! 🦁
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Here's exactly how a 22 year old returned 283% in last year's US Investing Championship: ∙Listening to the stocks you're trading ∙Managing risk, and fighting for huge R:R multiples ∙Martin's journey and key influences ∙Equity curve mindset Great work Martin Luk — Timestamps: 00:00 – How a 100% trade shifted Martin’s entire mindset 01:31 – Lessons from studying prior big movers 04:54 – Starting with $1,300 in 2020 and early influences 08:56 – From tripling his account to a brutal 50% drawdown 13:23 – Foundational growth through books, podcasts, and mentors 17:02 – Adopting a tighter stop strategy from Christian Kalayjian 24:27 – Martin’s swing trading style, low win rate, high R setups 30:50 – Why tight stops lead to parabolic R multiple gains 33:51 – Backtesting winners: Big movers rarely revisit breakout lows 36:00 – Ideal entry tactics: Inside days, ORH, and prior day highs 40:45 – Sell strategies: Into strength vs. trailing stops 47:50 – Case study: SMCI trade and painful exit mistake 55:10 – COIN trade driven by crypto correlation and pattern break 01:01:10 – GME & AMC: Fast gains using tight intraday structure 01:10:18 – Traditional breakout example: SOFI 01:16:33 – Parabolic trade and sell signals using volume and distance 01:21:19 – QUBT re-entry and lessons on precise breakout timing 01:24:52 – Best loss of the year: SMTC and honoring stops 01:26:50 – Mistakes from CSK and recognizing emotional entries 01:30:38 – Martin’s scanning system: Pre-market, daily, and leaders 01:35:22 – How watchlists reveal market health and trend 01:42:03 – Short setup breakdowns: Declining EMA + intraday resistance 01:50:12 – SMCI short and trailing rules for shorts vs. longs 01:55:03 – Using your equity curve as market feedback 02:01:09 – Martin’s top trading weaknesses and progress 02:03:07 – Reducing drawdowns: Lessons from SURF loss 02:08:01 – Final advice: Trading is a marathon, not a sprint Have a great weekend! 🦁

TraderLion

13,458 次观看 • 1 年前

Here are 3 simple patterns to master trading so you can be ready for the market's next uptrend: → Expectation breakers → Upside reversals → Inside days A very timely walkthrough with Richard Moglen and to get your weekend started. — Timestamps: 00:00 – Shakeouts and false signals: why not all setups are valid 01:18 – Expectation breakers: spotting surprise reversals in real time 03:14 – Reading price bars: closing range, volume, and market intent 06:00 – Relative strength in corrections: what Nvidia taught us 07:36 – Pattern psychology: reversals, breakouts, and failed moves 09:58 – Setting expectations: interpreting short-term price action 12:41 – Entry tactics: inside days, reversals, and tight risk setups 15:00 – Failed breakouts and the importance of bigger picture context 17:20 – Using multiple timeframes to confirm market direction 18:16 – Priming the range: setups that hint at explosive momentum 22:01 – Trade execution: context, levels, and timing precision 23:46 – Price–volume strategy: breakout conviction vs. weak pullbacks 26:11 – Bar-by-bar analysis: how pros study past winners 29:14 – Case study: RKLB’s full breakout-to-failure cycle 34:21 – Identifying sell signals through failed expectations 38:12 – Volume churn vs. low-volume tightness: which wins? 39:49 – Final takeaways: trading psychology, discipline, and edge 41:13 – Chart replay practice: mastering price action in real time Enjoy 💪
42:48

Here are 3 simple patterns to master trading so you can be ready for the market's next uptrend: → Expectation breakers → Upside reversals → Inside days A very timely walkthrough with Richard Moglen and to get your weekend started. — Timestamps: 00:00 – Shakeouts and false signals: why not all setups are valid 01:18 – Expectation breakers: spotting surprise reversals in real time 03:14 – Reading price bars: closing range, volume, and market intent 06:00 – Relative strength in corrections: what Nvidia taught us 07:36 – Pattern psychology: reversals, breakouts, and failed moves 09:58 – Setting expectations: interpreting short-term price action 12:41 – Entry tactics: inside days, reversals, and tight risk setups 15:00 – Failed breakouts and the importance of bigger picture context 17:20 – Using multiple timeframes to confirm market direction 18:16 – Priming the range: setups that hint at explosive momentum 22:01 – Trade execution: context, levels, and timing precision 23:46 – Price–volume strategy: breakout conviction vs. weak pullbacks 26:11 – Bar-by-bar analysis: how pros study past winners 29:14 – Case study: RKLB’s full breakout-to-failure cycle 34:21 – Identifying sell signals through failed expectations 38:12 – Volume churn vs. low-volume tightness: which wins? 39:49 – Final takeaways: trading psychology, discipline, and edge 41:13 – Chart replay practice: mastering price action in real time Enjoy 💪

TraderLion

31,542 次观看 • 1 年前

That’s the end of the Austin House season! Mizkif has flown away in a Klat Airlines helicopter…. to a new journey, a new chapter!❤️ Here are the (3) VOD links and Timestamps: First VOD: 00:00/29:00 - Intro with all the old intro songs 29:00 - Start of Stream 30:00 - Reacting to TopKek 41:30 - Reacting to NEW TopKek (The Streamer Awards - Twitch Fails) 52:00 - Reacting to Erobb and Jason Second VOD: Starts Right Away with Super Mario 64 01:59:00 - Mizkif plays Minecraft Hardcore 03:46:00 - Mizkif plays Fall Guys 04:28:00 - Mizkif plays Jump King 05:28:00 - asianbunny comes over 11:50:00 - Mizkif plays Mario Kart 8 12:28:00 - Back to Minecraft Hardcore 14:27:00 - Mizkif calls MaryMaybe 14:39:00 - Mizkif plays Only Up! 15:39:00 - MaryMaybe comes over 18:33:00 - Reacting to Clips 18:43:00 - Back to Only Up! 19:19:00 - MaryMaybe returns 21:34:00 - Marbles with MaryMayne 22:40:00 - Fandy shows up 23:01:00 - Clara shows up 23:12:00 - Clara and Fandy react to ClipQueue 25:45:00 - Clara and Fandy react to the Top 100 Spotify Songs of All Time 27:06:00 - Island joins for the Pokemon Box Opening 29:02:00 - Mizkif, MaryMaybe, Clara and Fandy react to ClipQueue 30:09:00 - Mizkif calls Roflgator 30:24:00 - Clara and Fandy play Vampire Survivors (also Esfand shows up) 30:53:00 - Clara and Fandy play Map Quiz Game 31:19:00 - Esfand, Clara and Fandy play Balatro 32:29:00 - Mizkif names 100 Women 32:34:00 - Wake shows up 34:07:00 - Back to the craft 35:00:00 - Mizkif reacts to everybody else reacting to Playboi Carti not dropping his music on time 35:39:00 - One Hour of Wall Staring with Clara and Bunky (with the occasional Esfand entertainment) 37:36:00 - We are playing Minecraft again 39:05:00 - Mizkif reacts to the new Playboi Carti album 40:32:00 - Minecraft. Again. 40:46:00 - Morning Shift with MaryMaybe Third VOD: 35:00 - Mizkif and MaryMaybe play Pokemon Stadium 39:00 - Mizkif and MaryMaybe play Nintendo Switch Sports 46:00 - Juliakins shows up 2:13:00 - Sardaco shows up 3:29:00 - Simply shows up 3:51:00 - Going over Unban Requests 4:45:00 - Fireball Friday starts 4:59:00 - Mario Party with Simply, Sardaco and MaryMaybe 5:15:00 - AXIUN shows up 5:22:00 - Alinity shows up 5:30:00 - Knut and family show up 5:34:00 - asianbunny shows up 5:54:00 - Fandy and Bryce show up 6:04:00 - Jacob shows up 6:09:00 - Corey shows up 6:14:00 - Cam shows up 6:26:00 - Russel shows up 6:35:00 - ‘Goodbye Austin House’ Party Starts 6:42:00 - Wake shows up 6:47:00 - ExtraEmily shows up 6:48:00 - Aruuu, Poke and Clara show up 6:50:00 - The Final Goodbye to the House
0:29

That’s the end of the Austin House season! Mizkif has flown away in a Klat Airlines helicopter…. to a new journey, a new chapter!❤️ Here are the (3) VOD links and Timestamps: First VOD: 00:00/29:00 - Intro with all the old intro songs 29:00 - Start of Stream 30:00 - Reacting to TopKek 41:30 - Reacting to NEW TopKek (The Streamer Awards - Twitch Fails) 52:00 - Reacting to Erobb and Jason Second VOD: Starts Right Away with Super Mario 64 01:59:00 - Mizkif plays Minecraft Hardcore 03:46:00 - Mizkif plays Fall Guys 04:28:00 - Mizkif plays Jump King 05:28:00 - asianbunny comes over 11:50:00 - Mizkif plays Mario Kart 8 12:28:00 - Back to Minecraft Hardcore 14:27:00 - Mizkif calls MaryMaybe 14:39:00 - Mizkif plays Only Up! 15:39:00 - MaryMaybe comes over 18:33:00 - Reacting to Clips 18:43:00 - Back to Only Up! 19:19:00 - MaryMaybe returns 21:34:00 - Marbles with MaryMayne 22:40:00 - Fandy shows up 23:01:00 - Clara shows up 23:12:00 - Clara and Fandy react to ClipQueue 25:45:00 - Clara and Fandy react to the Top 100 Spotify Songs of All Time 27:06:00 - Island joins for the Pokemon Box Opening 29:02:00 - Mizkif, MaryMaybe, Clara and Fandy react to ClipQueue 30:09:00 - Mizkif calls Roflgator 30:24:00 - Clara and Fandy play Vampire Survivors (also Esfand shows up) 30:53:00 - Clara and Fandy play Map Quiz Game 31:19:00 - Esfand, Clara and Fandy play Balatro 32:29:00 - Mizkif names 100 Women 32:34:00 - Wake shows up 34:07:00 - Back to the craft 35:00:00 - Mizkif reacts to everybody else reacting to Playboi Carti not dropping his music on time 35:39:00 - One Hour of Wall Staring with Clara and Bunky (with the occasional Esfand entertainment) 37:36:00 - We are playing Minecraft again 39:05:00 - Mizkif reacts to the new Playboi Carti album 40:32:00 - Minecraft. Again. 40:46:00 - Morning Shift with MaryMaybe Third VOD: 35:00 - Mizkif and MaryMaybe play Pokemon Stadium 39:00 - Mizkif and MaryMaybe play Nintendo Switch Sports 46:00 - Juliakins shows up 2:13:00 - Sardaco shows up 3:29:00 - Simply shows up 3:51:00 - Going over Unban Requests 4:45:00 - Fireball Friday starts 4:59:00 - Mario Party with Simply, Sardaco and MaryMaybe 5:15:00 - AXIUN shows up 5:22:00 - Alinity shows up 5:30:00 - Knut and family show up 5:34:00 - asianbunny shows up 5:54:00 - Fandy and Bryce show up 6:04:00 - Jacob shows up 6:09:00 - Corey shows up 6:14:00 - Cam shows up 6:26:00 - Russel shows up 6:35:00 - ‘Goodbye Austin House’ Party Starts 6:42:00 - Wake shows up 6:47:00 - ExtraEmily shows up 6:48:00 - Aruuu, Poke and Clara show up 6:50:00 - The Final Goodbye to the House

Mizkif Updates

188,834 次观看 • 1 年前

Today I sit down with Avichal Garg - Electric ϟ Capital , co-founder and General Partner at Electric Capital ⚡️ . Avichal has built and sold companies, worked inside early Google and Facebook, served as a visiting partner at Y Combinator, and now backs founders across crypto and frontier tech. We get into: • Why founders are more like artists than operators • What actually compounds a person's trajectory • His "software eating money" thesis behind Electric Capital • Why honesty ends up being the real edge in venture • so much more! Timestamps 00:00:00 Trailer 00:00:44 Intro 00:01:00 Watches, luxury markets, and the AI parallel 00:12:48 Opportunity is a luxury 00:14:43 Founders as artists, not just operators 00:18:26 Authenticity and cutting through market noise 00:24:38 Betting on outliers as a life philosophy 00:37:58 Storytelling as a founder superpower 00:55:41 How Elad Gil helped launch Electric 01:07:55 Why crypto was the wedge for Electric 01:19:28 Why he prefers market corrections 01:31:00 The firms Electric was modelled after 01:36:21 Honesty as the core operating principle 01:42:15 Over-committing resources to founders 01:51:03 Dodging SBF and reading fake authenticity 02:01:40 Outro Link in comments!
2:01:53

Today I sit down with Avichal Garg - Electric ϟ Capital , co-founder and General Partner at Electric Capital ⚡️ . Avichal has built and sold companies, worked inside early Google and Facebook, served as a visiting partner at Y Combinator, and now backs founders across crypto and frontier tech. We get into: • Why founders are more like artists than operators • What actually compounds a person's trajectory • His "software eating money" thesis behind Electric Capital • Why honesty ends up being the real edge in venture • so much more! Timestamps 00:00:00 Trailer 00:00:44 Intro 00:01:00 Watches, luxury markets, and the AI parallel 00:12:48 Opportunity is a luxury 00:14:43 Founders as artists, not just operators 00:18:26 Authenticity and cutting through market noise 00:24:38 Betting on outliers as a life philosophy 00:37:58 Storytelling as a founder superpower 00:55:41 How Elad Gil helped launch Electric 01:07:55 Why crypto was the wedge for Electric 01:19:28 Why he prefers market corrections 01:31:00 The firms Electric was modelled after 01:36:21 Honesty as the core operating principle 01:42:15 Over-committing resources to founders 01:51:03 Dodging SBF and reading fake authenticity 02:01:40 Outro Link in comments!

luba yudasina

21,473 次观看 • 1 个月前

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 次观看 • 1 年前

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community
13:01

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community

JUP AND JUICE (🧃)

20,990 次观看 • 6 个月前

EDGE REVEALED: How an Ex-Jane Street Trader Finds Edge in Markets & Life Agustin Lebron Agustin Lebron (former Jane Street trader, author of The Laws of Trading, now working at an AI startup applying reinforcement learning to market execution) breaks down what edge really means — and how to find yours in trading, careers & life. “Edge is something that either you know or you can do that the marginal participant in that market either doesn’t or can’t.” We cover: - What edge actually means & how Jane Street builds organizational edge (their worst skill is still "pretty decent") - Why you can never truly know if you have edge — the statistical vs intuitive approaches - The consolidation of quant trading: from dozens of options firms to a handful of giants - The gamblification of everything — retail trading, sports betting & prediction markets fueling quant profits - What it was like having Sam Bankman-Fried (SBF) as a Jane Street intern: "Day one, I'm going to ask all the questions" - How to apply edge thinking to your own career: find what you're differentially good at - Raising teenagers in the AI age: why the traditional path still works, but other paths are opening up 00:00 Introduction 00:44 What is edge in financial markets 01:43 Jane Street and organizational structures for quant trading 03:46 Identifying and validating edge in trading 06:22 Navigating extreme market events and volatility 09:37 Future of quant trading and consolidation 12:15 Why quant firm profits have increased 14:42 The gamblization of everything 15:55 Who should pursue a career in quant trading 18:19 Applying the concept of edge to career and life decisions 20:56 Advice for interns to excel in quant trading 23:44 Predicting long-term success in trading interns 25:08 Sam Bankman-Fried as an intern and FTX reflections 28:15 Reasons people leave Jane Street and what they do next 31:19 Advice for young people in a changing world 36:09 Navigating job insecurity in tech-driven roles 38:55 Where to live if you want to be successful 40:28 Raising kids for a rapidly changing future 42:55 Questions young people should ask themselves 44:45 Outro and book recommendation
44:46

EDGE REVEALED: How an Ex-Jane Street Trader Finds Edge in Markets & Life Agustin Lebron Agustin Lebron (former Jane Street trader, author of The Laws of Trading, now working at an AI startup applying reinforcement learning to market execution) breaks down what edge really means — and how to find yours in trading, careers & life. “Edge is something that either you know or you can do that the marginal participant in that market either doesn’t or can’t.” We cover: - What edge actually means & how Jane Street builds organizational edge (their worst skill is still "pretty decent") - Why you can never truly know if you have edge — the statistical vs intuitive approaches - The consolidation of quant trading: from dozens of options firms to a handful of giants - The gamblification of everything — retail trading, sports betting & prediction markets fueling quant profits - What it was like having Sam Bankman-Fried (SBF) as a Jane Street intern: "Day one, I'm going to ask all the questions" - How to apply edge thinking to your own career: find what you're differentially good at - Raising teenagers in the AI age: why the traditional path still works, but other paths are opening up 00:00 Introduction 00:44 What is edge in financial markets 01:43 Jane Street and organizational structures for quant trading 03:46 Identifying and validating edge in trading 06:22 Navigating extreme market events and volatility 09:37 Future of quant trading and consolidation 12:15 Why quant firm profits have increased 14:42 The gamblization of everything 15:55 Who should pursue a career in quant trading 18:19 Applying the concept of edge to career and life decisions 20:56 Advice for interns to excel in quant trading 23:44 Predicting long-term success in trading interns 25:08 Sam Bankman-Fried as an intern and FTX reflections 28:15 Reasons people leave Jane Street and what they do next 31:19 Advice for young people in a changing world 36:09 Navigating job insecurity in tech-driven roles 38:55 Where to live if you want to be successful 40:28 Raising kids for a rapidly changing future 42:55 Questions young people should ask themselves 44:45 Outro and book recommendation

Ethan Kho

214,514 次观看 • 6 个月前

🚨 PARTNERSHIP INTERVIEW: TON EX-PRESIDENT ON TELEGRAM’S PAVEL DUROV, THE FUTURE OF CRYPTO, AND WHY TON COULD HIT $1 TRILLION. He is the largest investor in Animoca, largest investor in TON, and one of crypto’s biggest whales A friend of Telegram’s Pavel Durov, Manuel Stotz stepped down as the President of TON Blockchain (launched by Telegram) to launch the world’s first TON Digital Asset Treasury. What Michael Saylor did with Bitcoin, and Tom Lee did with ETH, Manny is doing with TON. We discuss: – Why the 40-year debt supercycle is ending – Why central banks want you to believe inflation is temporary – Why fiat is “a bug in the system, not a feature” – Why TON, with its Telegram integration, is the most underrated trillion-dollar blockchain opportunity – Why billionaires are quietly buying Bitcoin In his view, the game is rigged and it’s time to play accordingly. 00:00 – TON partners with Telegram and Pavel Durov’s vision revealed. 02:00 – Manny Stotz explains why TON is crypto’s most underrated project. 04:30 – The insane story of Telegram: one billion users, zero funding. 07:00 – How Manny became President of TON Foundation. 09:30 – Pavel Durov: the GOAT of social media and free speech. 12:00 – Telegram’s shocking truth: only one product manager, Pavel himself. 15:00 – The secret genius of Nikolai Durov and TON’s whitepaper. 18:00 – VK vs Facebook: how the Durov brothers crushed Silicon Valley. 21:00 – “I’m not your lapdog, Mr. Putin”: Pavel’s bold stand against the FSB. 24:00 – How Telegram was born under surveillance and raids. 27:00 – Building Telegram in exile: Dubai, freedom and TON’s future. 30:00 – Why TON’s partnership with Telegram could change crypto forever. 34:00 – France investigates Pavel Durov: the West vs free speech. 38:00 – Did EU intelligence ask Durov to censor Romanian elections? 42:00 – Pavel posts explosive revelations while under investigation. 46:00 – The fight for freedom of speech at the core of TON and Telegram. 50:00 – Manny Stotz on Animoca, blockchain gaming and TON dominance. 54:00 – How TON serves the unbanked in Africa, Asia and Latin America. 58:00 – Billion-dollar crypto adoption: TON, Bitcoin, Solana and beyond. 01:02:00 – The dark side of fiat: hyperinflation from Zimbabwe to Venezuela. 01:06:00 – Why TON is positioned to lead the next crypto cycle. 01:10:00 – Manny compares Pavel Durov to Elon Musk’s vision. 01:14:00 – How governments fear TON’s unstoppable growth. 01:18:00 – The future of TON: global freedom, finance and innovation. 01:22:00 – Final verdict: Why Pavel Durov and TON may reshape the internet.
1:14:05

🚨 PARTNERSHIP INTERVIEW: TON EX-PRESIDENT ON TELEGRAM’S PAVEL DUROV, THE FUTURE OF CRYPTO, AND WHY TON COULD HIT $1 TRILLION. He is the largest investor in Animoca, largest investor in TON, and one of crypto’s biggest whales A friend of Telegram’s Pavel Durov, Manuel Stotz stepped down as the President of TON Blockchain (launched by Telegram) to launch the world’s first TON Digital Asset Treasury. What Michael Saylor did with Bitcoin, and Tom Lee did with ETH, Manny is doing with TON. We discuss: – Why the 40-year debt supercycle is ending – Why central banks want you to believe inflation is temporary – Why fiat is “a bug in the system, not a feature” – Why TON, with its Telegram integration, is the most underrated trillion-dollar blockchain opportunity – Why billionaires are quietly buying Bitcoin In his view, the game is rigged and it’s time to play accordingly. 00:00 – TON partners with Telegram and Pavel Durov’s vision revealed. 02:00 – Manny Stotz explains why TON is crypto’s most underrated project. 04:30 – The insane story of Telegram: one billion users, zero funding. 07:00 – How Manny became President of TON Foundation. 09:30 – Pavel Durov: the GOAT of social media and free speech. 12:00 – Telegram’s shocking truth: only one product manager, Pavel himself. 15:00 – The secret genius of Nikolai Durov and TON’s whitepaper. 18:00 – VK vs Facebook: how the Durov brothers crushed Silicon Valley. 21:00 – “I’m not your lapdog, Mr. Putin”: Pavel’s bold stand against the FSB. 24:00 – How Telegram was born under surveillance and raids. 27:00 – Building Telegram in exile: Dubai, freedom and TON’s future. 30:00 – Why TON’s partnership with Telegram could change crypto forever. 34:00 – France investigates Pavel Durov: the West vs free speech. 38:00 – Did EU intelligence ask Durov to censor Romanian elections? 42:00 – Pavel posts explosive revelations while under investigation. 46:00 – The fight for freedom of speech at the core of TON and Telegram. 50:00 – Manny Stotz on Animoca, blockchain gaming and TON dominance. 54:00 – How TON serves the unbanked in Africa, Asia and Latin America. 58:00 – Billion-dollar crypto adoption: TON, Bitcoin, Solana and beyond. 01:02:00 – The dark side of fiat: hyperinflation from Zimbabwe to Venezuela. 01:06:00 – Why TON is positioned to lead the next crypto cycle. 01:10:00 – Manny compares Pavel Durov to Elon Musk’s vision. 01:14:00 – How governments fear TON’s unstoppable growth. 01:18:00 – The future of TON: global freedom, finance and innovation. 01:22:00 – Final verdict: Why Pavel Durov and TON may reshape the internet.

Mario Nawfal

1,017,537 次观看 • 11 个月前

Three months ago, Codex was trash for knowledge work. Now it's my daily driver. I use it for writing, recruiting, deep engineering work, and everything in between. It even keeps me at inbox 0. I chatted with Every 🧱's head of growth Austin Austin Tedesco on Every 🧱's AI & I about what changed, and why he now spends 80% of his working time in the Codex desktop app too. We get into: - How Codex went from making Austin feel like an idiot to being the place he goes to get stuff done, including complex tasks like writing go-to-market plans using existing material from Slack, Notion, and meeting transcripts. - Why the Codex’s desktop app, which is faster and more reliable than Claude Desktop/Cowork, is the real differentiator. - How I source candidates with Codex by having it identify career arcs, not keywords—my go-to move is identifying organizations likely to teach the skills Every needs for a role, and then find candidates from that pool who have since gone on to work in AI. This is a must-watch for anyone who's wondering whether it’s finally time to give Codex a try. Watch below! Timestamps How Codex went from a tool for senior engineers to a daily driver for knowledge work: 00:00:57 How Claude Code proved that a great coding agent works for any knowledge work: 00:02:42 Austin's switch to Codex: 00:07:24 How Austin set up Codex with folders, keys, and reviewer agents: 00:13:48 Using Codex to brainstorm automations across Gmail, Slack, and Notion: 00:18:24 How Austin manages the human review step when Codex is drafting communications: 00:22:42 Using Codex to build specialized agents inspired by product executive Claire Vo: 00:28:54 Synthesizing meeting transcripts and Slack threads into a go-to-market plan: 00:31:09 Building a live KPI tracker in Notion that agents can read: 00:40:15 Using Codex for recruiting: 00:44:54
58:23

Three months ago, Codex was trash for knowledge work. Now it's my daily driver. I use it for writing, recruiting, deep engineering work, and everything in between. It even keeps me at inbox 0. I chatted with Every 🧱's head of growth Austin Austin Tedesco on Every 🧱's AI & I about what changed, and why he now spends 80% of his working time in the Codex desktop app too. We get into: - How Codex went from making Austin feel like an idiot to being the place he goes to get stuff done, including complex tasks like writing go-to-market plans using existing material from Slack, Notion, and meeting transcripts. - Why the Codex’s desktop app, which is faster and more reliable than Claude Desktop/Cowork, is the real differentiator. - How I source candidates with Codex by having it identify career arcs, not keywords—my go-to move is identifying organizations likely to teach the skills Every needs for a role, and then find candidates from that pool who have since gone on to work in AI. This is a must-watch for anyone who's wondering whether it’s finally time to give Codex a try. Watch below! Timestamps How Codex went from a tool for senior engineers to a daily driver for knowledge work: 00:00:57 How Claude Code proved that a great coding agent works for any knowledge work: 00:02:42 Austin's switch to Codex: 00:07:24 How Austin set up Codex with folders, keys, and reviewer agents: 00:13:48 Using Codex to brainstorm automations across Gmail, Slack, and Notion: 00:18:24 How Austin manages the human review step when Codex is drafting communications: 00:22:42 Using Codex to build specialized agents inspired by product executive Claire Vo: 00:28:54 Synthesizing meeting transcripts and Slack threads into a go-to-market plan: 00:31:09 Building a live KPI tracker in Notion that agents can read: 00:40:15 Using Codex for recruiting: 00:44:54

Dan Shipper 📧

55,561 次观看 • 3 个月前

Episode 3 of my new podcast features Dr. Jacques Carolan (Jacques Carolan), a founding Program Director at ARIA (ARIA), the UK’s Advanced Research and Invention Agency. He directs two neurotech programs aimed at one of the most important opportunity spaces: developing tools and systems to interface, at scale, with the human brain. One program is built on the idea that brain disorders are circuit problems, and funds tools to target those circuits with molecular precision across the whole brain. The other aims to deliver high-performance neurotech to the brain non-invasively or at most in a 30-minute outpatient procedure. We dig into the engineering and biology behind both programs, potential scaling unlocks for the field, how ARIA programs drive breakthroughs, Jacques background, the role of media in shaping the future, and much more. I hope you enjoy the conversation! Other links to this episode and references below. Chapters 00:00:00 Introduction 00:01:22 Why 20 years of neurotech breakthroughs haven't reached patients 00:04:08 The two variables that determine whether any medical technology gets adopted 00:09:17 Brain disorders cost the UK £100B/year and we're barely treating them 00:16:15 Using stem cells and gene therapy to build better brain interfaces 00:21:40 Self-regulating gene therapy that helps the brain quiet its own seizures 00:24:03 The non-technical reasons transformative neurotech fail to reach patients 00:31:34 Watching a 30-second brain ablation stop severe tremors 00:38:11 The case for delivering brain implants and therapies without opening the skull 00:50:56 Why high technical uncertainty makes distributed teams better than vertical integration 01:02:55 Why the UK keeps producing world-class neuroscience but not world-class neurotech companies 01:11:04 What AI-driven hypothesis generation means for breakthroughs per pound 01:20:40 From quantum computing to improv comedy to running £119M government brain programs
1:51:04

Episode 3 of my new podcast features Dr. Jacques Carolan (Jacques Carolan), a founding Program Director at ARIA (ARIA), the UK’s Advanced Research and Invention Agency. He directs two neurotech programs aimed at one of the most important opportunity spaces: developing tools and systems to interface, at scale, with the human brain. One program is built on the idea that brain disorders are circuit problems, and funds tools to target those circuits with molecular precision across the whole brain. The other aims to deliver high-performance neurotech to the brain non-invasively or at most in a 30-minute outpatient procedure. We dig into the engineering and biology behind both programs, potential scaling unlocks for the field, how ARIA programs drive breakthroughs, Jacques background, the role of media in shaping the future, and much more. I hope you enjoy the conversation! Other links to this episode and references below. Chapters 00:00:00 Introduction 00:01:22 Why 20 years of neurotech breakthroughs haven't reached patients 00:04:08 The two variables that determine whether any medical technology gets adopted 00:09:17 Brain disorders cost the UK £100B/year and we're barely treating them 00:16:15 Using stem cells and gene therapy to build better brain interfaces 00:21:40 Self-regulating gene therapy that helps the brain quiet its own seizures 00:24:03 The non-technical reasons transformative neurotech fail to reach patients 00:31:34 Watching a 30-second brain ablation stop severe tremors 00:38:11 The case for delivering brain implants and therapies without opening the skull 00:50:56 Why high technical uncertainty makes distributed teams better than vertical integration 01:02:55 Why the UK keeps producing world-class neuroscience but not world-class neurotech companies 01:11:04 What AI-driven hypothesis generation means for breakthroughs per pound 01:20:40 From quantum computing to improv comedy to running £119M government brain programs

Juan Benet

20,623 次观看 • 3 个月前

This guy beat the market for 17 straight years trading a sector many investors have written off post-2008 Derek Pilecki (Derek Pilecki) runs a financials-only fund. 21%+ annualized. His edge? A corner of the market many investors moved away from after the GFC. We cover: - Why he expanded from 25 → 40 positions and returns went UP - His counterintuitive rule: buy higher, not lower (positions get LESS risky as they rise) - The Robinhood call — bought late 2023, rode it to a multibagger - Why he's quietly watching FactSet, Morningstar & Verisk right now - His view on private credit risk (and why he disagrees with Jamie Dimon) - How he uses AI to analyze more stocks without losing his edge - Why markets chronically underreact to good news — and how to exploit it - The brutal career reality no one tells young PMs about Highlights: 00:00 Intro 01:06 Derek's +21% annualized return track record 02:50 Fundamental business change vs market noise in Robinhood 05:25 Portfolio construction: Concentration limits and adding to winners 09:09 Sourcing alpha and identifying three-year doubles in financials 12:44 Developing edge through repetition and management team cycles 14:16 Why the post-GFC regime fundamentally changed bank underwriting 17:07 Assessing tail risk and leverage in the private credit market 21:23 AI-driven market dispersion and identifying moaty businesses 24:11 Why shareholder base turnover matters for timing broken charts 29:37 Integrating AI into fundamental research and SEC filing analysis 35:39 Risk management: Permanent capital loss vs mark-to-market volatility 37:12 Capacity constraints: Optimizing for returns over AUM scale 50:39 Career risk and the reality of active money management
55:44

This guy beat the market for 17 straight years trading a sector many investors have written off post-2008 Derek Pilecki (Derek Pilecki) runs a financials-only fund. 21%+ annualized. His edge? A corner of the market many investors moved away from after the GFC. We cover: - Why he expanded from 25 → 40 positions and returns went UP - His counterintuitive rule: buy higher, not lower (positions get LESS risky as they rise) - The Robinhood call — bought late 2023, rode it to a multibagger - Why he's quietly watching FactSet, Morningstar & Verisk right now - His view on private credit risk (and why he disagrees with Jamie Dimon) - How he uses AI to analyze more stocks without losing his edge - Why markets chronically underreact to good news — and how to exploit it - The brutal career reality no one tells young PMs about Highlights: 00:00 Intro 01:06 Derek's +21% annualized return track record 02:50 Fundamental business change vs market noise in Robinhood 05:25 Portfolio construction: Concentration limits and adding to winners 09:09 Sourcing alpha and identifying three-year doubles in financials 12:44 Developing edge through repetition and management team cycles 14:16 Why the post-GFC regime fundamentally changed bank underwriting 17:07 Assessing tail risk and leverage in the private credit market 21:23 AI-driven market dispersion and identifying moaty businesses 24:11 Why shareholder base turnover matters for timing broken charts 29:37 Integrating AI into fundamental research and SEC filing analysis 35:39 Risk management: Permanent capital loss vs mark-to-market volatility 37:12 Capacity constraints: Optimizing for returns over AUM scale 50:39 Career risk and the reality of active money management

Ethan Kho

800,227 次观看 • 4 个月前

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation
42:26

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation

Rajat Suri

144,095 次观看 • 6 个月前

What It's Like Building a Proprietary Power Trading Firm with Cory Paddock Cory Paddock (Cory Paddock) has been trading the physical power grid since the early 2000s. He built his own firm from scratch in 2014 — trading his own capital — and has navigated every major paradigm shift in U.S. energy markets since coal dominated the grid. "It's the perfect amount of darkness. The information is public — but it's in the dark." We cover: - How Cory built a point of view on paradigm shifts before the market caught up - Why power trading sits at the intersection of economics & physics — and why that matters for edge - Why backtesting more than a few years of power data is basically useless — the grid isn't the same grid - LMP & locational marginal pricing: how physical grid constraints turn into alpha if you know where to look - The 5–10 trades that make your year — and why forcing setups in the lean periods kills you - How GBE stripped pay uncertainty out of trader comp so people can just focus on trading well - What it actually feels like watching your own money swing in real-time — and when it stops feeling that way Thanks so much Cory for coming on Odds on Open! Timestamps: 00:00 Intro 01:09 Starting GBE and finding trading edge 01:38 Overview of electricity markets and pricing 02:05 Power trading structure and deregulated markets 04:11 Research pipeline for market data analysis 04:56 Domain knowledge and renewable energy trading 06:39 LLMs and AI tools for quants 07:49 Grid data and intraday market signals 09:25 Finding alpha in electricity markets 10:13 Paradigm shifts and regime change insights 13:19 Coal to gas, wind, and solar trends 14:39 Data centers, EVs, and load growth 16:47 Recruiting talent in energy trading firms 17:38 Gen Z quants and algorithmic trading skills 21:55 Outliers, agency, and Gen Z traders 24:11 Culture and innovation in quant finance 27:29 Trading personal capital and risk management 28:06 PJM West Hub and market dynamics 32:19 Five-minute tick data and volatility 34:49 High-conviction trades and alpha generation 35:35 Incentive alignment and trader performance 36:42 Pay structure and removing stress capital 39:22 Motivation and purpose in trading careers 40:00 Passing knowledge to the next generation 42:04 Host reflections on electricity trading 42:14 Closing thoughts and sign-off
42:18

What It's Like Building a Proprietary Power Trading Firm with Cory Paddock Cory Paddock (Cory Paddock) has been trading the physical power grid since the early 2000s. He built his own firm from scratch in 2014 — trading his own capital — and has navigated every major paradigm shift in U.S. energy markets since coal dominated the grid. "It's the perfect amount of darkness. The information is public — but it's in the dark." We cover: - How Cory built a point of view on paradigm shifts before the market caught up - Why power trading sits at the intersection of economics & physics — and why that matters for edge - Why backtesting more than a few years of power data is basically useless — the grid isn't the same grid - LMP & locational marginal pricing: how physical grid constraints turn into alpha if you know where to look - The 5–10 trades that make your year — and why forcing setups in the lean periods kills you - How GBE stripped pay uncertainty out of trader comp so people can just focus on trading well - What it actually feels like watching your own money swing in real-time — and when it stops feeling that way Thanks so much Cory for coming on Odds on Open! Timestamps: 00:00 Intro 01:09 Starting GBE and finding trading edge 01:38 Overview of electricity markets and pricing 02:05 Power trading structure and deregulated markets 04:11 Research pipeline for market data analysis 04:56 Domain knowledge and renewable energy trading 06:39 LLMs and AI tools for quants 07:49 Grid data and intraday market signals 09:25 Finding alpha in electricity markets 10:13 Paradigm shifts and regime change insights 13:19 Coal to gas, wind, and solar trends 14:39 Data centers, EVs, and load growth 16:47 Recruiting talent in energy trading firms 17:38 Gen Z quants and algorithmic trading skills 21:55 Outliers, agency, and Gen Z traders 24:11 Culture and innovation in quant finance 27:29 Trading personal capital and risk management 28:06 PJM West Hub and market dynamics 32:19 Five-minute tick data and volatility 34:49 High-conviction trades and alpha generation 35:35 Incentive alignment and trader performance 36:42 Pay structure and removing stress capital 39:22 Motivation and purpose in trading careers 40:00 Passing knowledge to the next generation 42:04 Host reflections on electricity trading 42:14 Closing thoughts and sign-off

Ethan Kho

17,408 次观看 • 6 个月前

I asked a top 0.1% YouTube Strategist (Vexian - Algorithm Alchemist) to take me from 0 to 10m subscribers. This is every level of YouTube growth. 0:00 Education vs Entertainment 1:51 The Biggest Mistake New Creators Make 2:45 You Don't Need Gear You Need Reps 3:53 The One Thing That Guarantees 1K Subs 4:58 What Is the Impression Snowball 5:54 Consistency as Compound Interest 6:57 How to Come Up With Content Ideas 7:28 Track the Top 20% in Your Niche 8:18 Reverse Engineering Titles That Work 9:06 How to Remix Without Copying 10:00 Why People Actually Watch 11:30 90 Ideas in 30 Minutes 17:29 Level 2 (1K to 10K Subscribers) 21:00 How to Hook in 3 Seconds 24:40 YouTube Is a Zero Sum Game 25:11 Collabs and the Anchor Effect 26:48 Using Bigger Creators to Grow 28:21 What Separates Creators After 100K Videos 29:41 Consistency in Amount Type and Focus 30:05 How to Know When to Quit Your Niche 31:37 What Gaming YouTube Teaches Everyone 33:31 Storytelling From Minecraft YouTubers 34:22 Mini Stories and Escalating Stakes 37:47 Level 3 (10K to 100K Subscribers) 42:00 Package Your Video Like a Movie Poster 44:00 The Pre-Post Checklist 49:00 Seven Levels of Rapper and Viral Permutations 51:05 CTAs Where to Put Them and Where Not To 53:26 Subscribers Are a Vanity Metric 55:46 Replace Ad Reads With Your Own Content 58:49 Level 4 (100K to 1M Subscribers) 59:08 What Is Impact 1:00:01 Pattern Breaking and Absurdism 1:01:15 How to Title a Podcast for Absurdism 1:02:27 Melding Interest Topics Together 1:04:36 Parasocial Reciprocity 1:05:57 The Third Thing Nobody Talks About 1:06:05 What Is Sauce 1:08:20 How Long Does 100K Actually Take 1:09:31 When to Start Outsourcing 1:12:00 Your Niche Has a Ceiling 1:21:42 The Invisible Katana and 25M Views 1:23:27 One Word Across 5 Niches and 13 Years 1:25:38 What Channels Will Hit 1M 1:29:00 Level 5 (1M to 10M Subscribers) 1:29:34 Outlier vs Presence of Mind Ideation 1:30:50 Oppenheimer Barbie and the Minecraft Movie 1:38:00 Why the Best Channels Stop Growing 1:44:41 What Happens When You Beat YouTube 1:46:18 When You Become an Idea Not a Person 1:49:48 The Two Things That Actually Matter
1:52:04

I asked a top 0.1% YouTube Strategist (Vexian - Algorithm Alchemist) to take me from 0 to 10m subscribers. This is every level of YouTube growth. 0:00 Education vs Entertainment 1:51 The Biggest Mistake New Creators Make 2:45 You Don't Need Gear You Need Reps 3:53 The One Thing That Guarantees 1K Subs 4:58 What Is the Impression Snowball 5:54 Consistency as Compound Interest 6:57 How to Come Up With Content Ideas 7:28 Track the Top 20% in Your Niche 8:18 Reverse Engineering Titles That Work 9:06 How to Remix Without Copying 10:00 Why People Actually Watch 11:30 90 Ideas in 30 Minutes 17:29 Level 2 (1K to 10K Subscribers) 21:00 How to Hook in 3 Seconds 24:40 YouTube Is a Zero Sum Game 25:11 Collabs and the Anchor Effect 26:48 Using Bigger Creators to Grow 28:21 What Separates Creators After 100K Videos 29:41 Consistency in Amount Type and Focus 30:05 How to Know When to Quit Your Niche 31:37 What Gaming YouTube Teaches Everyone 33:31 Storytelling From Minecraft YouTubers 34:22 Mini Stories and Escalating Stakes 37:47 Level 3 (10K to 100K Subscribers) 42:00 Package Your Video Like a Movie Poster 44:00 The Pre-Post Checklist 49:00 Seven Levels of Rapper and Viral Permutations 51:05 CTAs Where to Put Them and Where Not To 53:26 Subscribers Are a Vanity Metric 55:46 Replace Ad Reads With Your Own Content 58:49 Level 4 (100K to 1M Subscribers) 59:08 What Is Impact 1:00:01 Pattern Breaking and Absurdism 1:01:15 How to Title a Podcast for Absurdism 1:02:27 Melding Interest Topics Together 1:04:36 Parasocial Reciprocity 1:05:57 The Third Thing Nobody Talks About 1:06:05 What Is Sauce 1:08:20 How Long Does 100K Actually Take 1:09:31 When to Start Outsourcing 1:12:00 Your Niche Has a Ceiling 1:21:42 The Invisible Katana and 25M Views 1:23:27 One Word Across 5 Niches and 13 Years 1:25:38 What Channels Will Hit 1M 1:29:00 Level 5 (1M to 10M Subscribers) 1:29:34 Outlier vs Presence of Mind Ideation 1:30:50 Oppenheimer Barbie and the Minecraft Movie 1:38:00 Why the Best Channels Stop Growing 1:44:41 What Happens When You Beat YouTube 1:46:18 When You Become an Idea Not a Person 1:49:48 The Two Things That Actually Matter

Grant

19,207 次观看 • 3 个月前

BREAKING: anonymous 17-year old in blr makes $190k/mo in profit. we cover - - how he got hacked and started his villain arc - big time gamer started learning code - how he built game exploits to make money - his final evolution, a CSGO-style case opening platform for another really big game. boom, $190k in profit. he must remain anonymous due to ethical/moral/legal concerns. oh, and his parents don't know what he does. 00:00 Trailer 01:07 Disclaimer 01:30 First Meeting 02:35 First taste of online money 03:50 Shady shortcuts 06:57 The bug that changed everything 08:09 Selling fast with resellers and crypto 09:56 When the whole market collapsed 11:23 Learning to code 14:10 Pivot to a new gaming site 17:53 Simple breakdown of the platform 20:25 Credits system and why it works 22:02 Revenue and volume explained 26:18 Keeping users hooked 29:20 Bans, legal risk and staying safe 31:04 What this does to users 35:19 Plateau problem and scaling limits 38:02 Cashing out and hiding success 40:42 Switching to legit online businesses 43:39 Clipping business model explained 45:13 Fintech idea: make payments frictionless 48:06 Advice for young builders and wrap full episode links are in the comments.
48:41

BREAKING: anonymous 17-year old in blr makes $190k/mo in profit. we cover - - how he got hacked and started his villain arc - big time gamer started learning code - how he built game exploits to make money - his final evolution, a CSGO-style case opening platform for another really big game. boom, $190k in profit. he must remain anonymous due to ethical/moral/legal concerns. oh, and his parents don't know what he does. 00:00 Trailer 01:07 Disclaimer 01:30 First Meeting 02:35 First taste of online money 03:50 Shady shortcuts 06:57 The bug that changed everything 08:09 Selling fast with resellers and crypto 09:56 When the whole market collapsed 11:23 Learning to code 14:10 Pivot to a new gaming site 17:53 Simple breakdown of the platform 20:25 Credits system and why it works 22:02 Revenue and volume explained 26:18 Keeping users hooked 29:20 Bans, legal risk and staying safe 31:04 What this does to users 35:19 Plateau problem and scaling limits 38:02 Cashing out and hiding success 40:42 Switching to legit online businesses 43:39 Clipping business model explained 45:13 Fintech idea: make payments frictionless 48:06 Advice for young builders and wrap full episode links are in the comments.

Subah Wadhwani

104,394 次观看 • 7 个月前

I asked Oren John to walk me through what to do at every level of marketing based on a budget. Level 1: $0 - $10k Level 2: $10k - $100k Level 3: $100k - $1m Level 4: $1m++ Level 5: UNLIMITED 0:00 Level 1 Zero to $10K 2:05 Creativity Is Just Empathy 3:23 Build a Fake Feed of Your Customer 5:25 Does the Founder Have to Be on Camera 6:32 Free Attention Is the Biggest Opportunity 7:07 What $10 a Day on Meta Actually Teaches You 8:18 Test Campaign vs Scale Campaign 10:30 When to Start Scaling Your Ad Budget 13:00 Retargeting and Warm Audiences 15:00 The Creative Testing System 18:00 Level 2 $10K to $100K 21:00 Email Is Still the Best Asset You Own 24:00 SMS and Owned Channel Strategy 28:00 When to Hire Your First Marketing Person 31:00 The Metrics That Actually Matter 35:00 Affiliate and Referral Programs 38:00 Level 3 $100K to $1M 42:00 Building an Influencer Program 46:00 Seeding vs Paid Influencer Deals 50:00 How to Brief Creators Without Killing the Content 54:00 Long Term Creator Relationships 58:00 Accountability Systems for Marketing Teams 1:01:08 Level 4 Over $1M a Month 1:03:00 How to Not Lose Your Edge as You Scale 1:06:00 Let Creators Be Creative 1:09:11 Brand Awareness vs Direct Response 1:12:00 Niche Audiences and High AOV Brands 1:17:00 The Podcast Advertising Opportunity 1:20:00 CPM vs Audience Quality 1:25:37 Brand Pages Worth Studying 1:29:34 Level 5 Unlimited Budget 1:31:00 How Claude Dominated Influencer Marketing 1:32:00 Scale vs Monoculture 1:34:04 The Super Bowl Play 1:36:00 Mr Beast and the Celebrity Crossover 1:38:00 Get In Early on Rising Creators
1:44:22

I asked Oren John to walk me through what to do at every level of marketing based on a budget. Level 1: $0 - $10k Level 2: $10k - $100k Level 3: $100k - $1m Level 4: $1m++ Level 5: UNLIMITED 0:00 Level 1 Zero to $10K 2:05 Creativity Is Just Empathy 3:23 Build a Fake Feed of Your Customer 5:25 Does the Founder Have to Be on Camera 6:32 Free Attention Is the Biggest Opportunity 7:07 What $10 a Day on Meta Actually Teaches You 8:18 Test Campaign vs Scale Campaign 10:30 When to Start Scaling Your Ad Budget 13:00 Retargeting and Warm Audiences 15:00 The Creative Testing System 18:00 Level 2 $10K to $100K 21:00 Email Is Still the Best Asset You Own 24:00 SMS and Owned Channel Strategy 28:00 When to Hire Your First Marketing Person 31:00 The Metrics That Actually Matter 35:00 Affiliate and Referral Programs 38:00 Level 3 $100K to $1M 42:00 Building an Influencer Program 46:00 Seeding vs Paid Influencer Deals 50:00 How to Brief Creators Without Killing the Content 54:00 Long Term Creator Relationships 58:00 Accountability Systems for Marketing Teams 1:01:08 Level 4 Over $1M a Month 1:03:00 How to Not Lose Your Edge as You Scale 1:06:00 Let Creators Be Creative 1:09:11 Brand Awareness vs Direct Response 1:12:00 Niche Audiences and High AOV Brands 1:17:00 The Podcast Advertising Opportunity 1:20:00 CPM vs Audience Quality 1:25:37 Brand Pages Worth Studying 1:29:34 Level 5 Unlimited Budget 1:31:00 How Claude Dominated Influencer Marketing 1:32:00 Scale vs Monoculture 1:34:04 The Super Bowl Play 1:36:00 Mr Beast and the Celebrity Crossover 1:38:00 Get In Early on Rising Creators

Grant

25,997 次观看 • 2 个月前

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

225,145 次观看 • 7 个月前