Victor Haghani | Missing Billionaires, An Ode To Jim Simons & Top To Bottom Index Investing

Curious Worldview Podcast

✍︎: The Curious Worldview Newsletter - the ultimate compliment to the podcast...

• Bill Browder
• Nassim Taleb

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This is an interview with Victor Haghani who is among many other things… the Co-Founder of LTCM (long term capital management), the Founder of Elm Wealth and the author of Missing Billionaires.
In this interview we focused on Victor himself... his experiences at Solomon in the 80s and a brush with Bill Browder (who by the way was recently knighted), comments on Jim Simons and Nassim Taleb, an incredible moment of serendipity that would have changed his life forever and ultimately an exploration of Victor's worldview...

• 00:00 – Who Is Victor Haghani
• 01:40 - 1997 Nobel Prize & Stockholm
• 07:47 - Solomon Brothers & Bill Browder Anecdote
• 16:15 - 10 Year Sabbatical
• 24:42 - Jim Simons
• 30:49 - Missing Billionaires & Ergodicity
• 52:40 - Baggage We Are Carrying Around From Our Evolutionary Past
• 1:00:40 - Nassim Taleb
• 1:04:40 - Potentially A Confrontational Question
• 1:11:40 - Michael Burry Index Bubble Theory
• 1:18:26 - An Incredible Moment Of Serendipity & Why Victor's Bullish On UK

🍻☕: https://www.buymeacoffee.com/ryanhogg