Appears On
Episode Appearances
TBPN · Jul 30, 2026
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
“Discussed thermodynamic computing chips, government R&D deal, and the physics of probabilistic AI hardware.”
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
The Last Invention · Nov 20, 2025
EP 8: The Accelerationists
Effective AccelerationismAI Safety vs AI ProgressExistential Risk Portfolio Management
View Analysis