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Ethan Kho

Conversations with leading thinkers on trading and investing.Hosted by Ethan Kho.Produced by Patrick Kho.

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Episodis

78 episodis

  1. Welcome to Gas Vegas: Commodities Trading From First Principles With Ex-Goldman Commodities Trader 52:42
  2. Ex-Goldman Oil Derivatives Trader: Every Trading Strategy Is Momentum or Mean Reversion 1:03:15
  3. Hedge Fund Manager David Orr: Investing is 99% Talent 1:09:59
  4. Hedge Fund Manager Joseph Walsh: Always Play Weaker Players 1:28:38
  5. Ex-Goldman MD: "Credit Markets Move in Step Functions" 1:22:18
  6. Ex-Lehman Trader: AI Won't Give You Edge 56:22
  7. Retail Trader vs. Hedge Fund Manager: Where Is the Real Alpha? 1:28:18
  8. Ex-IMC Semiconductors Quant: AI Is Good Enough to Beat the S&P 500 1:14:10
  9. Hedge Fund Manager Alix Pasquet: How Small Funds Can Outsmart Multi-Managers 1:32:52
  10. ⁠Greed Makes Markets: Market Making From First Principles With an HFT Quant 44:57
  11. 22-Year-Old Hedge Fund Manager: “Hedge funds are the least sexy business in the world” 1:05:26
  12. He Started a Quant Fund in His Dorm. Now He's Building the Brokerage for Everything. 1:13:30
  13. Inside the Billionaire-Backed Prediction Markets Hedge Fund 1:16:45
  14. World's #1 Oil Hedge Fund Manager: How I Made 200% While Everyone Lost 60% 1:14:48
  15. The Strategy Behind Asia’s $6 Billion Quant Fund: Quantedge 1:22:38
  16. Ex-Balyasny PM: “Automation will increase demand for hedge fund talent.” 1:11:24
  17. ~100% Returns in 2025, No Losing Year Since 2008: Erik Smolinski on Edge for Retail Trader Edge 1:06:20
  18. Ex-Citadel PM: All Hedge Fund Failures Are Because of One Reason - Rich Falk Wallace 1:27:08
  19. Ex-Two Sigma Quant: You Should Bet Against Bullish Analysts 1:07:48
  20. Ex-Citadel Quant on Trading the Most Asymmetric Market - Neel Somani 1:00:13
  21. LTCM Co-founder Victor Hagani: “Taking Risk Is Always a Negative.” 1:11:55
  22. Quant Hedge Fund Partner: Raising Capital Is Harder Than Generating Returns 1:15:38
  23. Ex-WorldQuant Head of Data Strategy: Quants “Don’t Care About the Stock Market” 1:04:17
  24. The Secret to Uncorrelated Alpha in Crypto - Leigh Drogen on Starkiller Capital’s Sharpe Ratio of 4 1:09:20
  25. “Market Crashes Are Good for My Strategy” - One-Man Hedge Fund PM George Livadas 1:07:45
  26. “If it is easy and obvious, there is no edge in it” - TD Quant Matt Schrager 1:15:54
  27. Ex-Tudor Quant PM: “There Hasn't Been a New Idea in Trading for 15 Years” 1:15:58
  28. “Concentrated Strategies Will Do Extremely Well” - Sean Emory on Outperforming the Index 1:09:32
  29. “It’s the Dumbest Market in the World” - Quant Trader Scott Phillips on Edge in Crypto 1:35:13
  30. Now Is the Best Time to Become a Junior Analyst - Ex-Citadel and D. E. Shaw PM Brett Caughran 1:01:29
  31. "Positions Can Be LESS Risky at Higher Prices" - Derek Pilecki on Finding Edge in Financials 55:44
  32. How Billionaire Hedge Fund Managers Are Using Generative AI to Invest 1:15:02
  33. How the World’s Largest Oil Derivatives Trading Firm Is Navigating the Iran War 1:09:37
  34. Annie Duke on Thinking in Bets - And Why Winners Can Be Wrong 1:07:44
  35. Meet the 25-Year-Old Running a Multi-Manager Hedge Fund 1:11:22
  36. Alpha Comes From a Differentiated View - Ex-Point72 Prop Research Head Kirk McKeown on Edge in 2026 1:27:46
  37. What Druckenmiller Style Investing Gets Wrong - Alfonso Pecatiello on Edge in Macro Trading 1:06:28
  38. “I think of everything as a bet” - Ex-SIG Quant Trader Andrew Courtney 56:48
  39. “Conviction is dangerous” - Emerging Markets Hedge Fund Manager Sinan Xin 59:57
  40. “AI Makes Analysts Lazy” - Hedge Fund Manager Alix Pasquet on the Importance of Analog Training 1:23:00
  41. Why 20% of Hedge Funds Fail After One Year - Claudia Quintela on Why Managers Need Business Sense 1:06:14
  42. How I Built a 1.4-Billion-Dollar Quant Fund - Deepak Gurnani on Founding Versor Investments 47:19
  43. This Ex-Poker Pro Built a Hedge Fund by Betting Against Beta – David Orr on Asymmetric Bets 1:03:29
  44. How Leading Multi Strat Funds Hire - Recruiting Director Jesse Skaff on the Hedge Fund Talent War 49:11
  45. How the World’s #1 Prediction Markets Trader Finds Edge! - Domer on Trading Global Political Events 1:03:58
  46. Why SIG Tells Traders Not to Hedge! - Ex-SIG Trader and Moontower Founder, Kris Abdelmessih 1:09:23
  47. How High Frequency Trading Became “The Most Cutthroat Business!” - Ex-HFT Trader, Annanay Kapila 1:12:32
  48. Youngest-Ever Citadel MD: What It’s Like to Work Side-by-Side with Ken Griffin 49:57
  49. SIG Director: How Susquehanna Trains Top Traders with Poker 55:13
  50. Ex–Goldman and DRW Trader on Trading Before Algorithms Took Over 1:11:26