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Episode 40: Gamestop

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Content provided by Michael Frazis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Frazis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

January 2021 - one of the more amusing weeks of finance.

0:57 - The short squeeze
2:31 - The reality of Robinhood's 'free' trades
5:08 - The hidden consequences of Hedge Fund strategy
6:51 - How useful is management access?
9:56 - The gamma squeeze
12:15 - How this forced people to rethink how they discuss finance?
13:39 - Is the squeeze squoze?
14:37 - Timing and recovery
15:40 - Our strategy
17:24 - An important dynamic of short interest
19:43 - The true signal of growth
20:32 - How fund managers missed a multidecade trend?
23:00 - A changing guard in allocation decisions

  continue reading

89 episodes

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Episode 40: Gamestop

FrazPod

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Manage episode 316836612 series 3126091
Content provided by Michael Frazis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Frazis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

January 2021 - one of the more amusing weeks of finance.

0:57 - The short squeeze
2:31 - The reality of Robinhood's 'free' trades
5:08 - The hidden consequences of Hedge Fund strategy
6:51 - How useful is management access?
9:56 - The gamma squeeze
12:15 - How this forced people to rethink how they discuss finance?
13:39 - Is the squeeze squoze?
14:37 - Timing and recovery
15:40 - Our strategy
17:24 - An important dynamic of short interest
19:43 - The true signal of growth
20:32 - How fund managers missed a multidecade trend?
23:00 - A changing guard in allocation decisions

  continue reading

89 episodes

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