Infinite Loops

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


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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?
...more
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