Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a proprietary volatility trader at Lehman Brothers. Prior to his career as a data-driven speculator, Alex received an MBA from Stanford Business School, an MPhil in Economics (Game Theory) from the University of Oxford, and a BA (Hons) in Economics from McGill University. In this podcast, we discuss:
- Fantasy Baseball to Prop Trading
- Diversification as the "Free Lunch"
- Gold vs. The Chinese Credit Bubble
- Silver as the "Money that Generates Electricity"
- The "Long API, Short Slides" Thesis
- China's Sceptical Data
- Copper vs. Iron Divergence
- The Future of Systematic Investing