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Curious Worldview

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

18 Jun 2024

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✍︎: The Curious Worldview Newsletter - the ultimate compliment to the podcast...Bill BrowderNassim TalebFollow me on Instagram - @ryanfhoggThis 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 Haghani01:40 - 1997 Nobel Prize & Stockholm07:47 - Solomon Brothers & Bill Browder Anecdote16:15 - 10 Year Sabbatical24:42 - Jim Simons30:49 - Missing Billionaires & Ergodicity52:40 - Baggage We Are Carrying Around From Our Evolutionary Past1:00:40 - Nassim Taleb1:04:40 - Potentially A Confrontational Question1:11:40 - Michael Burry Index Bubble Theory1:18:26 - An Incredible Moment Of Serendipity & Why Victor's Bullish On UK🍻☕: https://www.buymeacoffee.com/ryanhogg

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