Today, a guest joins Atul to discuss Hedge Fund trading strategies, Levered Beta, Idiosyncratic insights, Momentum Stocks. Plus, the Dynamics of working in person and then a deep dive on FSD/Autonomous Driving. It’s Tesla’s tech vs. the world, who wins? If Finance and Tech are your thing, this podcast should be your thing too. Brown on brown crime as Johnny Walker Black returns as the WOTD.
Part of the Prof P Series.
00:00 Intro
02:33 Superstar Hedge Fund Investors
11:15 24/7 Trading, Non-Competes, Hedge Funds
26:08 WOTD: Johnny Walker Black is Back. Mad Dog 20/20.
30:00 Mobileye
37:10 Autonomous Driving: Deep Dive. LiDar vs. Dojo, L4, Mapping for Full Self Driving
56:20 WOTD: Review
57:30 SYSK- AI Go-To Sources
I co-write the following article describing Elon Musk's desire to push the Dojo Camera technology as the go to standard for Autonomous Driving: https://tinyurl.com/ElonDojo