Jason Strasser is the co-founder and Chief Investment Officer of Caption Partners. While in college Jason became a high stakes poker player and was making $100k/month before he left competitive poker for Wall Street. Today he generates his edge trading options, looking for one-off events where the volatility of the options are mispriced by algorithms.

Follow Jason on Twitter: https://twitter.com/strassa2

Email the show: risk of ruin pod at gmail
Follow us on Twitter: https://twitter.com/halfkelly

Evan Tindell is a former poker player and now is the CIO of Bireme Capital. He talks about how he got into the market, and also his value investing based process for finding investments.

Follow Evan on Twitter:
https://twitter.com/evantindell

Bireme Capital Blog Post on Meta:
https://www.biremecapital.com/blog/pounding-the-table-on-meta

Risk of Ruin Podcast Newsletter:
https://riskofruinpod.substack.com/

Email the show risk of ruin pod at gmail.

Follow the show on Twitter:
https://twitter.com/halfkelly

In 2022 Elon Musk signed an agreement to purchase Twitter. Then all hell broke loose. This episode is about that merger, the investors that traded it, and the most valuable Twitter follow to come out of the saga.

Guests:
Chris DeMuth - Rangeley Capital
https://twitter.com/ChrisDeMuthJr
Evan Tindell - Bireme Capital
https://twitter.com/evantindell
Chance, Editor in Chief of The Chancery Daily
https://twitter.com/chancery_daily

Media Clips Used:
Tesla 3rd Quarter Earnings Call
https://www.youtube.com/watch?v=c_SOWBDCQnM
David Faber, CNBC
https://www.youtube.com/watch?v=ycx4b9-2nFU
Yahoo News, Biden Administration Reviewing Twitter Deal
https://www.yahoo.com/video/u-weighs-security-review-musks-010913575.html
Carolyn Berger Appearance on CNBC
https://www.cnbc.com/video/2022/07/13/twitter-is-in-a-very-strong-position-to-be-on-the-winning-side-says-ret-delaware-supreme-court-justice.html
Elon Musk Sold Zip2
https://www.youtube.com/watch?v=s9mczdODqzo
Peter Thiel Comments on Elon
https://www.youtube.com/watch?v=Y11uX8X6iz4
Tesla Shareholder Meeting
https://www.youtube.com/watch?v=49e7LrxS3FQ&feature=emb_title
SEC Sues Musk Over Funding Secured Tweets
https://www.youtube.com/watch?v=bjqp7LTb2B4&t=56s

Erik Seidel and Steve Zolotow were among the gamblers to come out of the storied Mayfair Club in New York City. The Mayfair inspired some of the locations in Rounders, and is also known for the breadth of success that its players have had in poker. The episode covers the history of the club, its bridge and backgammon roots, and the careers of Erik and Steve.

Special thanks to Larry Bernstein.

Email the show: Risk of ruin pod at gmail
Twitter: @halfkelly

Follow Erik on Twitter: @Erik_Seidel

Jim and Dan Pasko talk about their father and son sportsbetting operation. The Paskos use math to find positive EV bets like correlated parlays and player props. Jim Pasko has been a professional gambler for almost his entire adult life, first starting as a backgammon player during the heyday of that game. Dan joined him in professional gambling when they found opportunities with the early internet sportsbooks.

Follow Dan on Twitter: @dan_pasko
Follow the show on Twitter: @halfkelly
Email the show: risk of ruin pod at gmail.

Kai talks about leaving the work world behind in favor of early retirement, and the part time pursuit of bank and credit card bonuses. He also discusses Lean FIRE (Financial Independence Retire Early) and how churning bonuses fits into his FIRE plan.

Kai's podcast: The Daily Churn
https://podcasts.apple.com/us/podcast/the-daily-churn/id1577648675

Email the show: [email protected]
Twitter: @halfkelly

To this point we've published 33 podcast episodes covering everything from slot machines to hedge funds. This episode is Part II of an attempt to make sense of the guests, and make sense of the domain they operate in.

To find the show on all of the platforms check out the Linktree.

https://linktr.ee/johnreeder

To this point we've published 33 podcast episodes covering everything from slot machines to hedge funds. This episode is Part I of an attempt to make sense of the guests, and make sense of the domain they operate in.

To find the show on all of the platforms check out the Linktree.

https://linktr.ee/johnreeder

Bill Perkins is a natural gas trader, a minor celebrity in the poker world, and the author of "Die With Zero." Bill talks about his start in the markets and becoming an energy trader. He tells the story of almost blowing up during an extremely cold winter.

Links:

Die With Zero
https://www.diewithzerobook.com/

Bill's Twitter
https://twitter.com/bp22

Bill's Instagram
https://www.instagram.com/billperkins/?hl=en

WSJ Article titled "The Last Cowboy"
https://www.wsj.com/articles/bill-perkins-is-the-last-cowboy-betting-on-volatile-gas-markets-1501844400

Email the show:
[email protected]

Twitter
https://twitter.com/halfkelly

They went to Las Vegas as card counters and over years they discovered other ways to win in the casino. Eventually they became advantage players. This episode is about the Las Vegas that existed before mega resorts. Our heroes played hole cards, used computers in the casino, used video cameras in the casino - to name a few of the crazy stunts they pulled off.

Guests: Richard Munchkin, Mark Billings, Tommy Hyland, Darryl Purpose.

Contact the show: [email protected]
Twitter: @halfkelly

Links:
Gambling Wizards, Richard Munchkin
The Ultimate Edge, Mark Billings
Fortune's Formula, William Poundstone