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Markets change. Human nature doesn’t. Cliff Asness (Clifford Asness) joins Infinite Loops to discuss the gamification of markets, and why extreme valuations keep returning despite decades of data. We explore how trading apps change behavior, why speculation feels productive, and what gets lost when investing becomes entertainment. If you... care about long-term thinking in a short-term world, this episode is for you. TIMESTAMPS: 0:00 Intro 1:10 Losses Hurt More than the Wins 6:20 Dot-Com Bubble vs. the 2020 Tech Bubble 13:30 Meme Stocks, Robinhood, and Gamified Investing 21:40 Asness Doesn’t Know Which Stocks He Owns 29:10 Quant Discipline, Models, and Looking Stupid 38:30 Market Crisesand Volatility 52:10 Human Nature as the Last Investing Edge 1:04:40 AI and “Surrendering to the Machines” 1:23:50 Forecasting Bubbles 1:37:40 Private Equity and Volatility Laundering 1:55:30 What Asness Would Change If He Ran the Worldshow more

Infinite Loops 🎙

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184,180 次观看 • 7 个月前 •via X (Twitter)

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38,458 次观看 • 4 个月前

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Laura Shin

53,073 次观看 • 1 年前

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Patrick OShaughnessy

614,386 次观看 • 8 个月前

I had Tillman Holloway and Andrew Parish of Arch Public come discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor. YouTube: Spotify: iTunes: TIMESTAMPS: 0:00 - Intro 1:05 - AI infrastructure, dollar printing & national security 5:37 - Crypto's role: stablecoins, bitcoin, or tokenization? 7:57 - Why volatility is only going to get worse 13:26 - AI agents & crypto as the default exchange layer 15:40 - Tokenization race & the banking revenue opportunity 21:55 - Fractional assets & borrowing against tokenized holdings 26:41 - Hyperliquid, private company tokenization & M&A outlook 29:50 - Pros/cons of open markets & financial education 32:40 - Prediction markets, tokenized ETFs & the war for capital 34:23 - Arch Public: what it does & where to find it

I had Tillman Holloway and Andrew Parish of Arch Public come discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor. YouTube: Spotify: iTunes: TIMESTAMPS: 0:00 - Intro 1:05 - AI infrastructure, dollar printing & national security 5:37 - Crypto's role: stablecoins, bitcoin, or tokenization? 7:57 - Why volatility is only going to get worse 13:26 - AI agents & crypto as the default exchange layer 15:40 - Tokenization race & the banking revenue opportunity 21:55 - Fractional assets & borrowing against tokenized holdings 26:41 - Hyperliquid, private company tokenization & M&A outlook 29:50 - Pros/cons of open markets & financial education 32:40 - Prediction markets, tokenized ETFs & the war for capital 34:23 - Arch Public: what it does & where to find it

Anthony Pompliano 🌪

18,018 次观看 • 3 个月前