Richard Craib

speaker

238 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Richard Craib’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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TBPN · Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick · 31 Jul 2026 podcast

So if you're uncorrelated from all the factors, you have alpha.

OK.

I think there's a sort of sleight of hand that discretionary investors, hedge fund managers tend to pull, which is they say, well, look, we believe in the US.

We believe in AI.

We want to take that factor risk because that's part of our return.

And to which a sophisticated investor would say, we can take that risk ourselves without paying fees.

There is nothing stopping any LP of situational awareness from buying anthropic shares themselves.

There's nothing stopping them from going long micro.

It's really like almost childish to think that a sophisticated investor wouldn't be able to pull those trades themselves.

And so to take a personal example, here's a fun thing.

I bought, it's a good day to say this, I bought some Amazon options.

I bought some cool options on Amazon.

I'm a hedge fund manager.

You know, I don't really trade very much, but I just think it's a cool company and it's going to benefit from AI.

And one of my friends said it would be a good thing to buy.

That's it.

Okay.

Now, my call options are up, whatever, 300% today.

Yeah.

Whatever it is.

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