Mentioned On
Episode Mentions
TBPN · Jul 30, 2026
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
“Fund-of-funds focused on seed and pre-seed stage venture funds, managing nearly $3B primarily for US endowments.”
Situational Awareness hedge fund forced liquidation and Citadel acquisitionLeverage mechanics and margin calls in concentrated hedge fund portfoliosKelly Criterion and optimal position sizing in trading
View Analysis