The New Barbarians Podcast

By The New Barbarians Podcast

Tech giants, digital assets and the new monetary regime.... more

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FAQs about The New Barbarians Podcast:

How many episodes does The New Barbarians Podcast have?

The podcast currently has 46 episodes available.

The New Barbarians Podcast episodes:

February 03, 2025 The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006
🚀 Market Volatility, Trump’s Tariffs, & The Future of Crypto
In this episode of The New Barbarians Podcast, Bill Mann and Mark Connors break down a turbulent week in global markets. From Trump’s unexpected tariffs shaking equities to Bitcoin and gold emerging as key safe havens, we analyze the key macro trends shaping 2025.
📉 Key Topics Covered:
- Market Recap: January ended strong with Bitcoin up 9%, gold up 6%, but major equity indices faced volatility.
- Trump's Tariffs: Impact on markets and comparisons to historical policies like Smoot-Hawley.
- Gold’s Resurgence: Why gold is behaving like it's the 1970s all over again.
Bitcoin & Safe Havens: The rise of digital assets as traditional markets stumble.
- European Stocks' Surprise Surge: What’s driving their unexpected gains?
Crypto Flash Crash: 18-minute market chaos—Ethereum down 28% before rebounding!
- Fed & Crypto: Jay Powell’s signals on crypto in banks and what it means for the future of finance.
- Ethereum’s L2 Expansion: Chris Rosa previews his upcoming research on - Ethereum’s shift to Layer 2 scaling and its implications for TradFi.
- Upcoming Guest: Next week, we welcome Connor Farley, CEO of Truvius, to discuss institutional crypto investing.
💡 What’s Next?
- Bill’s upcoming research paper on portfolio optimization & factor investing.
- Chris’ deep dive into Ethereum, L2s, and portfolio construction in crypto.
- The future of AI-driven portfolio management and financial markets.
🎧 Subscribe, Like, and Comment!
Let us know your thoughts and follow us for more insights on traditional and digital markets.
🔗 Follow Our Work:
📜 Substack: Mark R. Connors - https://substack.com/@markrconnors
📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/
📜 SSRN for research papers - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5054066
📜 SmartKarma - Chris Rosa -- https://www.smartkarma.com/profiles/christopher-rosa/research
📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/research
Twitter - The New Barbarians - https://x.com/thenewbarbpod
Twitter - Mark Connors -- https://x.com/riskdimensions
🌐 Podcast available on all major platforms!
#Crypto #Bitcoin #Ethereum #MarketAnalysis #Finance #Investment #MacroEconomics
Chapters
00:00 Market Overview and January Performance
09:51 Impact of Tariffs and Economic Uncertainty
20:10 Portfolio Construction and Optimization Techniques
30:07 Future Trends in Crypto and Digital Assets
...more
35min
January 27, 2025 Generative AI, LLMs, & the Evolution of Product Teams w/ Dr. Thársis Souza | The New Barbarians #005
In this episode of The New Barbarians, hosts Bill Mann, Mark Connors, and producer Christopher Rosa sit down with Dr. Thársis Souza, a computer scientist, former SVP of Product Management at Two Sigma Investments, and author of Taming LLMs. Together, they explore the transformative role of AI in product management, examining how AI is driving innovation, reshaping team dynamics, and challenging traditional approaches to prioritizing and solving problems.
Dr. Souza dives into the strengths and shortcomings of large language models (LLMs), showcasing their potential for creativity and idea generation while addressing critical risks such as hallucinations, non-determinism, and factuality issues. The discussion highlights strategies for improving LLM reliability, including sampling techniques, retrieval-augmented generation (RAG), and the use of grounded data.
The episode concludes with Dr. Souza’s personal reflection on his 600-mile Camino de Santiago journey, emphasizing the importance of re-evaluating priorities, building resilience, and fostering personal growth.
Takeaways
- AI won't replace humans, but humans augmented by AI will replace those who ignore AI's evolution.
- The price of intelligence is rapidly decreasing, leading to commoditization of AI tools.
- Anthropomorphization of AI products enhances user experience and accessibility.
- Human judgment will become increasingly valuable in evaluating AI-generated outputs.
- Generative AI serves as a powerful tool for idea generation and creativity.
- Understanding the non-deterministic nature of LLMs is crucial for effective use.
- Sampling strategies can help manage risks associated with LLM outputs.
Open source AI development may accelerate without government regulations.
- The Camino de Santiago offers a unique opportunity for personal reflection and growth.
- Product managers will need to adapt to the changing landscape of AI and technology.
Links:
📖 Taming LLMs by Tharsis Souza - https://www.tamingllms.com/markdown/toc.html
🌐 More about podcastify.ai - https://github.com/souzatharsis/podcastfy
🌐 The GenAI Product Manager - https://www.souzatharsis.com/writing/aipm/
💡 Subscribe for more insights on AI, digital assets, and innovation!
Chapters
00:00 Introduction to the New Barbarians Podcast
02:01 Market Overview and Recent Events
09:27 Introduction to Tharsis Souza and His Work
10:30 Technical Insights on LLMs and Financial Services
17:48 Understanding Generative AI and Non-Determinism
25:46 Sampling Strategies and Risk Management in LLMs
31:33 Addressing Factuality in AI Responses
34:11 The Evolution of AI Models and Human Perception
38:59 The Future of AI: Agents and Human Agency
41:29 The Role of Product Managers in the Age of AI
49:06 The Camino de Santiago: A Journey of Reflection
#AI #Bitcoin #DigitalAssets #LLMs #CaminoDeSantiago
...more
55min
January 20, 2025Inauguration, The Trump Trade & Building Smarter Portfolios with LLMs | The New Barbarians #004
Summary
In this episode of The New Barbarians Podcast, Bill Mann, Mark Connors, and Christopher Rosa dive into the dynamic world of markets on the eve of Trump's 2025 inauguration. We explore the "Trump Trade," discuss how to design portfolios for both strategic and tactical opportunities, and analyze the latest developments in the crypto space, including Bitcoin's dominance, altcoin trends, and the potential for stablecoin adoption by banks.
The team also shares insights into using AI and large language models (LLMs) to synthesize market data and build smarter portfolios. From GDP forecasts and CPI prints to the intersection of traditional finance and blockchain innovation, this episode provides a comprehensive look at navigating today's volatile markets.
Links from the Video
https://www.tamingllms.com/markdown/t...

https://substack.com/@markrconnors

https://harmoniqinsights.substack.com
Q1 2025 Tactical Portfolio Design

Bitcoin and Altcoin Market Trends

The Impact of Trump's Inauguration on Markets

AI and LLMs in Investment Research

Stablecoins and Real-World Asset Tokenization
The Trump trade is influencing market dynamics significantly.

Economic realities must be addressed alongside policy promises.

A diversified portfolio can help navigate market volatility.
Cryptocurrency is becoming increasingly intertwined with traditional finance.

AI tools are essential for synthesizing investment insights.

Risk management is crucial in volatile market conditions.

Investors should focus on quality and value stocks in uncertain times.

The digital asset market is rapidly evolving with new opportunities.

Stablecoins could play a pivotal role in the future of finance.
Navigating the Trump Trade: Market Insights

Portfolio Strategies for a Volatile Market
🔗 Topics Covered:
📈 Stay ahead of the curve with actionable insights and strategies. Don’t forget to like, comment, and subscribe for more episodes of The New Barbarians Podcast!
Takeaways
Inflation expectations are relatively normal, aligning with GDP forecasts.
titles
Chapters
00:00 Introduction to the New Barbarians Podcast
00:23 Market Overview and Recent Trends
02:27 Navigating Economic Realities and Trump Trade
07:46 Portfolio Strategies and Tactical Outlooks
16:36 Winners and Losers in the Trump Trade
21:26 Risk Management and Portfolio Construction
29:52 Navigating Cryptocurrency and Traditional Finance
33:11 The Dynamics of Bitcoin and Altcoins
35:40 Understanding Digital Asset Concentration
39:27 The Role of Stablecoins in Banking
45:11 Leveraging LLMs in Investment Strategies
57:43 Best Practices for Using LLMs in Finance
...more
1h 5min
January 12, 2025 Bill Mann & Mark Connors: Rate Volatility: Key to Market Trends | The New Barbarians Podcast - #003
Summary
In this podcast episode, Mark Connors and Bill Mann discuss the current economic landscape, focusing on the implications of recent employment data, Federal Reserve policies, and market dynamics. They analyze Bitcoin's performance in relation to equities and inflation, explore the political influences affecting the cryptocurrency market, and provide insights into future economic predictions for 2025. The conversation highlights the importance of understanding volatility in both traditional and digital asset markets, as well as the evolving role of Bitcoin in investment strategies.
Takeaways
- The economy is running strong, questioning Fed rate cuts.
- Bitcoin is behaving like a commodity, not just a risk asset.
- Political influences are shaping the future of Bitcoin.
- Volatility in Bitcoin presents new investment opportunities.
- Equities are expected to rise, but with volatility.
- The Fed's actions may not align with market expectations.
- Understanding risk is crucial for investment strategies.
- MicroStrategy's Bitcoin holdings impact its capital structure.
- Inflation is driving interest in Bitcoin as a hedge.
- Future market dynamics will be influenced by rate volatility.
Chapters
00:00 The Fed's Influence on Markets and Future Outlook
01:30 Jobs and Unemployment Numbers
12:35 Bitcoin in 2024 informing performance in 2025
19:24 Bitcoin and Equity Market Interplay
23:52 Mounting Debt Conerns
28:52 Historical Perspectives on Market Trends
31:47 Monetary Policy and Market Dynamics
35:12 Tactical & Quant Investment Strategies
39:05 Bond Market Outlook and Volatility
42:20 Bitcoin's Volatility and Market Adoption
52:35 Macro Outlook and Future Predictions
...more
58min
January 07, 2025Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002
Summary
In this episode of The New Barbarians, Mark Connors and Bill Mann dive into the intersection of technology, finance, and investing. Celebrating Bitcoin's 16th birthday, they explore its origins, the role of central banks in asset inflation, and the current crypto market cycle. The discussion transitions into the impact of AI on investing, including its use in quantitative strategies, efficiency in risk premia, and the evolution of investment research with large language models (LLMs).
Key topics include:
Bitcoin's Genesis Block and its implications for financial systems.

The role of liquidity and central bank policies in driving asset inflation.

How AI is reshaping the investment landscape, from quants to fundamental analysis.

Challenges legacy systems face in adapting to technological advancements.

Predictions for 2025: market momentum, stock picking, and the role of AI in differentiating winners.
Chapters
00:00 The Birth of Bitcoin: A Historical Perspective
03:54 AI's Role in Financial Markets
07:07 Understanding Quantitative Strategies
11:54 Risk Premiums and Market Dynamics
18:08 AI and the Future of Asset Management
23:32 The Importance of Human Oversight in AI
29:14 The Promise of Blockchain and AI
32:04 Challenges of Legacy Financial Systems
34:59 The Burden of National Debt
38:17 The Evolution of Technology in Finance
42:36 Market Predictions and Investment Strategies
53:13 The Dollar's Impact on Global Markets
55:09 Predictions for Bitcoin and Market Trends
58:07 Outlook on Quality Stocks and Economic Drivers
...more
1h
December 27, 2024 Bill Mann & Mark Connors: From Wall Street To Digital Assets | The New Barbarians Podcast - #001
In the inaugural episode of The New Barbarians podcast, hosts Mark Connors and Bill Mann discuss their backgrounds in finance and the evolution of markets, particularly focusing on the rise of Bitcoin and digital assets. They explore the changing landscape of Wall Street, the impact of technology on investment strategies, and the importance of understanding blockchain technology and smart contracts. The conversation highlights the need for a new approach to investing in a rapidly evolving financial environment. In this conversation, Bill Mann and Mark Connors explore the evolution of digital assets, particularly Bitcoin and Ethereum, and their implications for modern finance. They discuss cognitive biases that affect investment decisions, the nature of risk and volatility in the context of digital currencies, and the potential for arbitrage opportunities in the crypto market. The dialogue emphasizes the importance of understanding these assets as both investment opportunities and tools for financial innovation, while also addressing the risks involved in this rapidly changing landscape.
...more
52min

FAQs about The New Barbarians Podcast:

How many episodes does The New Barbarians Podcast have?

The podcast currently has 46 episodes available.