Jesse Livermore (pseudonym), a Research Partner at OSAM, is back to Infinite Loops for his second appearance to talk about: - Payments in the Metaverse - Crypto regulation - Incentives of governments vs. corporations - Rise of online education - Universal Basic Income Follow Jesse on Twitter https://twitter.com/Jesse_Livermore, and check out his writing here http://www.philosophicaleconomics.com/
About our guests: 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?