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	Podcast:		Infinite Loops
	Episode:		Lily Francus and Jesse Livermore — Understanding Financial Bubbles (EP.91)
	Category:		Business
	Duration:		01:27:12
	Publish Date:		2022-02-14 09:00:00
	Description:		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?
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