Victor Haghani - From Long Term Capital Management To Elm Partners - Investing Lessons

Victor Haghani - From Long Term Capital Management To Elm Partners - Investing Lessons

Send us a textIn today's podcast Patrick Boyle interviews Victor Haghani, former Long Term Capital Management Partner about Salomon Brothers in the days of Liars Poker, What it was like working at LTCM, different approaches to investing, short squeezes, arbitrage and how Victor invests today. We talk briefly about the GameStop short squeeze, Melvin Capital and why Steve Cohen and Citadel might have invested more money.Victor has spent more than 40 years in the world of finance, from the Londo...

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Energy Markets are on the Verge of a Disaster

Energy Markets are on the Verge of a Disaster

The stock market just hit a record high. Meanwhile, captains in the Persian Gulf are turning off their transponders and sneaking through the Strait of Hormuz in the dead of night. Only five ships made...

26 Huhti 28min

The Bizarre World of Prediction Markets

The Bizarre World of Prediction Markets

Prediction markets like Kalshi and Polymarket have been described as "truth machines" that produce more accurate forecasts than traditional polling. In this video we look at how they actually work, wh...

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How Did the Metaverse Fail So Badly?

How Did the Metaverse Fail So Badly?

In October 2021, Mark Zuckerberg stood in front of the world and announced that the future of human interaction would be something called the metaverse. He was so confident about this that he renamed ...

12 Huhti 30min

Canada is a Warning to the Rest of the World!

Canada is a Warning to the Rest of the World!

Canada has every advantage a country could ask for — vast natural resources, a stable democracy, world-class universities, and a highly educated population. So why has its GDP per capita fallen from 8...

8 Huhti 32min

The Crisis Hidden Inside the Iran War

The Crisis Hidden Inside the Iran War

Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the P...

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 Is Private Credit a Threat to The Financial System

Is Private Credit a Threat to The Financial System

While the world is distracted by global conflict, a panic is building in the private credit market. In this video, we go inside the opaque world of Private Credit - examine the "Golden Age" of lending...

21 Maalis 25min

SpaceX IPO Scandal

SpaceX IPO Scandal

SpaceX is targeting a $1.75 trillion valuation for what could be the largest IPO in history. In this video, we examine how Elon Musk is folding a money-burning AI startup and a struggling social media...

15 Maalis 29min

The UK is a Warning to the Rest of the World

The UK is a Warning to the Rest of the World

Why has the United Kingdom transitioned from being a global economic powerhouse to a stark warning for other advanced nations. While the United States economy has surged ahead of the rest of the world...

9 Maalis 27min

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