Geoff Woo
speaker
679 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Geoff Woo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And I think that's where I'm having fun.
And I think if people really want to be successful and work hard, then you can have really a lot of fun because I think I cannot do all this research by hand and just reading like commodity reports and export like trails from like
like import expert logs, right?
But you can have AI just start pulling and just again, how do you, how do you try to back or counter some intuitions?
So I found that to be very, very helpful, right?
Like, okay.
And I think you need to have like some contract of like what the prompts are, what are like
how to even just like get or extract the right data from these models.
But I think that's a very good example, right?
Like to your point, like we touched a number of different paradigms and then how do you make an investment decision?
Like, I don't think I'm, I don't think these models are really good at trading, right?
They're not like ingesting like day-to-day, like market book, book orders and just, I'm not trying to compete like Rentech or D.E.
Shaw or jump trading on this, but I think where I might have alpha is
i have better access to the best private entrepreneurs who are building robots building data collectors building the next generation of chips what do they see as the choke points over the next two years five years that isn't expressed in the public market yet or i think like a lot of the public market i think again i think half the world always likes to be skeptical and like short all this stuff and it's like and it's and that's the beauty of markets like
You go one way, I go the other way.
Let the smart person win the bucks.
Yeah, yeah, yeah.
I mean, I think even to your point on macro, I've been spending a lot more time in New York hanging out with my friends who...
One of my buddies, he just spun out a Duquesne Druckenmiller shop and starting his own fund.
And I think they're spending a lot more time thinking about privates too, right?
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