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Recorded in person in NYC. I joined Ethan Kho on Odds on Open
Ethan Kho is still a student at Columbia and has built one of the more impressive podcasts called Odds on Open where he interviews people in and around the hedge fund industry.
Highlights:
(00:00) Intro
(01:18) The WorldQuant thesis - more data, more money
(02:00) Building the alt-data stack
(03:00) Revere - the dataset only quants understood
(04:50) A finance major among PhDs
(09:40) Trading datasets like stocks
(10:30) Why quants don't watch the market
(12:30) WorldQuant Ventures is born
(16:30) Factory vs. boardroom
(18:30) Data's wild west at Third Point
(23:15) Tracking private jets to front-run M&A
(24:20) Igor vs. Dan & the power of the network
(32:10) The degenerate economy
(36:25) Patience & outworking everyone
(38:55) Alpha vs. beta, markets & careers
(46:10) Somebody's gotta sell
(51:20) Prediction markets, the new asset class
(53:30) The DoorDash earnings call
(56:35) Going mainstream
(01:03:10) The single source of all edge
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