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Michael Kim

Mentioned in 1 analyzed podcast episode across 1 show

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TBPN

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 LP dynamics, seed fund selection criteria, and the history of endowment model venture investing.

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
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