|
Description:
|
|
In today's podcast Patrick Boyle interviews Victor Haghani, former Long Term Capital Management Partner about Salomon Brothers in the days of Liars Poker, What it was like working at LTCM, different approaches to investing, short squeezes, arbitrage and how Victor invests today. We talk briefly about the GameStop short squeeze, Melvin Capital and why Steve Cohen and Citadel might have invested more money.
Victor has spent more than 40 years in the world of finance, from the London School of Economics to Salomon Brothers to LTCM and finally to Elm Partners, Victor has a wealth of knowledge to share about indexing, value investing, momentum risk management and international diversification.
Subscribe to Victors mailing list: https://elmfunds.com/blog/
Victor's Ted Talk: https://www.youtube.com/watch?v=1yJWABvUXiU&t=26s
Books Mentioned in the video: Liar's Poker by Michael Lewis: https://amzn.to/3asrt7N When Genius Failed by Roger Lowenstein: https://amzn.to/3pKOrxj Inside The Yield Curve by Martin Leibowitz :https://amzn.to/2NVkaxH Triumph of The Optimists by Elroy Dimson: https://amzn.to/2LcixL5
Patrick's Books: Statistics for The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC
Patreon Page: https://www.patreon.com/PatrickBoyleOnFinance
Visit our website: www.onfinance.org Follow Patrick on Twitter Here: https://twitter.com/PatrickEBoyle Support the show (https://www.patreon.com/PatrickBoyleOnFinance) |