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? 

Lily Francus and Jesse Livermore — Understanding Financial Bubbles (EP.91)

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“PHETASY IS a movement disguised as a company. We just want to make you laugh while the world burns.” Bridget Phetasy is an entrepreneur, writer, podcast host, political commentator, burgeoning media mogul, and standup comedian. Over the past few years, her media company - Phetasy - has become an outlet for 100s of hours of social commentary filtered through her sharp and spiky worldview. She joins the show to discuss the comedic temperature in America today; the role of comedy in contemporary society; humour as a weapon; and MUCH more! Important Links:   Bridget’s Twitter The ‘Beyond Parody with Bridget Phetasy’ newsletter Bridget’s Youtube channel Bridget’s website  Show Notes:  Comedy as Dissidence Post-Trump Comedy America’s Comedic Temperature A Tipping Point For Comedy Does The Rubber Band Snap Back? The Atomization of Culture The Coddling of the American Mind Fighting Political Peer Pressure The Anti-fragility of Normie-ville “Capitalism Always Wins” The Pendulum Swings The Cyclical Nature of Moral Panic Luxury Beliefs Humor as a Weapon The Societal Utility of Comedy MORE!  Books Mentioned:   Trickster Makes This World: Mischief, Myth, and Art; by Lewis Hyde  Mediated: How the Media Shapes Your World and the Way You Live in It; by Thomas de Zengotita  Bowling Alone: The Collapse and Revival of American Community; By Robert D. Putnam  

Bridget Phetasy — Comedy is Dead, Long Live Comedy (EP.217)

  Porter Braswell is the Founder and CEO of 2045 Studio, an exclusive network for accomplished professionals of color. Porter is also the Co-founder and Executive Chairman of the career advancement platform Jopwell, the host of the Harvard Business Review podcast Race at Work, and the author of two books, including 2019’s Let Them See You. Porter joins the show to discuss how 2045 Studio is harnessing community to empower professionals of color to succeed, how to establish trust within a community, what he learned from Magic Johnson’s mentorship, and MUCH more! Important Links:  2045 Studio Porter’s LinkedIn Porter’s Twitter Porter’s Instagram Race at Work podcast  O'Shaughnessy Ventures Invests in 2045 Studio  Show Notes:  The Significance of 2045 Bridging the Inclusion Gap Networks, Community & the Clubhouse The Opportunity To Be in the Majority Building the Right Kind of Partnerships The Importance of Human Capital Socratic Problem-Solving How to Establish Trust Within a Community The 2045 Approach to Networking Councils & Relationship-Building Surprising Lessons From Foundership Leveraging the Community Magic Johnson’s Mentorship & the Advantages of the Athletic Mentality Why Porter Writes “Wouldn't it be so cool if I could always feel like I belong?” 2045’s Long-Term Vision Porter as Emperor of the World MORE!  Books Mentioned:  Let Them See You: The Guide for Leveraging Your Diversity at Work; by Porter Braswell  Yes, You Can: The Secrets Revealed for How to Get into and Succeed at America's Top Universities and Colleges; by Porter Braswell The Intelligent Investor; by Benjamin Graham 

Porter Braswell — Building the Future of Leadership (EP.216)

Grant Mitchell is a seasoned entrepreneur, operator, and investor in the areas of health, technology, and machine learning. He is currently the co-founder and CEO of Every Cure, where he uses AI to research rare diseases and conduct drug repurposing. Grant joins the show to discuss the use of AI in rare drug research, the role of translational scientists, neglected knowledge, and MUCH MORE! Important Links:  Every Cure Website Dr. Grant’s Twitter Dr. Grant’s LinkedIn  Show Notes:  The Organizational Problem in Pharma The Power of Biomedical Knowledge Graphs The Traditional Pharma Approach to Drug R&D; Risks in the World of AI-driven Drug Discovery The Limits of AI for Medical Use Biology’s ‘Ignorome’ The Role of Translators Every Cure’s Typical Supporters Neglected Latent Knowledge Grant as Emperor of the World MORE!  Books/Essays Mentioned:   The AI Revolution; by Tim Urban (Wait But Why) Ikigai - The Japanese Secret to a Long and Happy Life; by Héctor García & Francesc Miralles  

Grant Mitchell — The Potential of AI Drug Repurposing

Author and friend-of-the-show Jimmy Soni returns to discuss the future of publishing, the changing world of book marketing, the courage of creative risk, and MUCH more! Important Links:  Jimmy’s website Jimmy’s Twitter  The Great Reshuffle  Show Notes:  Why Traditional Publishing is in Stasis A Case of Broken Incentives The Changing World of Book Marketing & the Case for Patience Talent Spotting & Creative Risk The Challenge of Self-Publishing Experiment, Experiment, Experiment Taylor Swift, Michael Jordan, and the Courage of Trying Something New Don’t Be Trapped by the Opinions of Others Jimmy as Emperor of the World MORE!  Books Mentioned:  The Founders; by Jimmy Soni A Mind at Play; by Jimmy Soni & Rob Goodman What Works on Wall Street; by Jim O'Shaughnessy Invest Like The Best; by Jim O'Shaughnessy How To Retire Rich; by Jim O'Shaughnessy Atomic Habits; by James Clear Psychology of Money; by Morgan Housel The Obstacle is the Way; by Ryan Holiday Trust Me, I'm Lying; by Ryan Holiday The Boys in the Boat: Nine Americans and Their Epic Quest for Gold at the 1936 Berlin Olympics; by Daniel James Brown You Are a Badass; by Jen Sincero 11/22/63; by Stephen King 

Jimmy Soni — The Courage of Creative Risk (EP.214)

Arjun Khemani is a 17-year-old writer and podcaster who dropped out of high school to help lead support at Airchat, the social network co-founded by Naval Ravikant. As the host of the Arjun Khemani podcast, Arjun has spoken to a wide range of guests including David Deutsch, David Perell and Naval Ravikant. His Substack, Progress Good, “serves as a defense against the anti-Enlightenment tradition, exploring progress, rationality, and optimism.” Arjun joins the show to discuss why education should be voluntary, the moral case for selfishness, the pessimism of ultimacy and MUCH more! Important Links:  Arjun’s Twitter Progress Good (Arjun’s Substack)  Show Notes:  The Myth of the Good Old Days The Citadel of Science Generational Warfare Why Education Should Be Voluntary Misunderstanding Money Escaping the Altruism Trap: the Case for Selfishness Coercion & Moral Righteousness The Pessimism of Ultimacy The Hunt for Better Problems Arjun’s Leap Into the Unknown Reimagining Education What’s Next? Arjun as Emperor of the World MORE!  Books Mentioned:  One Summer: America 1927; by Bill Bryson The New Inquisition: Irrational Rationalism and the Citadel of Science; by Robert Anton Wilson The Road to Serfdom; by Friedrich Hayek The Lessons of History; by Will & Ariel Durant Power vs. Force: The Hidden Determinants of Human Behaviour; by David R. Hawkins Deschooling Society; by Ivan Illich 

Lily Francus and Jesse Livermore — Understanding Financial Bubbles (EP.91)

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