PODCAST

The New Barbarians Podcast

Tech giants, digital assets and the new monetary regime.

business investing

All Episodes

00:19:06

Cracking the Crypto Code: Quant Alpha New Frontier |...

The New Barbarians Podcast ·

2025/05/21

In this episode of The New Barbarians, hosts Bill Mann and Mark Connors dive into the world of quantitative crypto investing, revealing how traditional models and modern AI tools are being re-engineered to capitalize on persistent inefficiencies in digital asset markets.They explore cutting-edge strategies such as arbitrage, pairs trading, sentiment analysis, and volatility forecasting, examining how machine learning is reshaping algorithmic trading. With a focus on real-world execution, the

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01:15:39

Bitcoin, Buffett, and the Barbarians at the Gate |...

The New Barbarians Podcast ·

2025/05/13

Can Bitcoin be both a safe haven and a risk-on asset? Why does Warren Buffett praise Apple but doubt gold or crypto? And is Europe becoming a financial museum while the U.S. rewires for AI-led growth? In this explosive episode, Rebellion Research CEO Alex Fleiss joins Bill Mann and Mark Connors for a wide-ranging conversation on market signals, fiscal sustainability, and the role of faith in investing.🎙️ Highlights include:- Europe vs. the U.S.: Innovation and capital flight- MicroStrategy and

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01:01:41

AQR DNA in a Digital World: Systematic Edge with...

The New Barbarians Podcast ·

2025/05/08

📄 Episode Description:In this special live edition of The New Barbarians Podcast, we welcome back Connor Farley, CEO of Truvius and former AQR researcher, for a deep dive into systematic crypto investing, tax alpha, and navigating today's macro whipsaws. Bill, Mark, and Connor unpack:- The evolution of factor investing from TradFi to DeFi- Why Bitcoin may be emerging as a "soft haven" in volatile markets- How Truvius is automating tax-loss harvesting to enhance after-tax returns-

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00:55:40

From Liberation Day to Bitcoin Dominance: Navigating...

The New Barbarians Podcast ·

2025/04/28

📖 Episode Description:On Episode 18 of The New Barbarians, Bill Mann and Mark Connors cut through the noise of market volatility, trade wars, and tech disruption to map out the shifting landscape of global finance.They unpack the aftermath of "Liberation Day," analyze the IMF’s surprising growth downgrade, and explain how new forces — from tariffs to Bitcoin — are reshaping investment strategy.The conversation also dives deep into AI's race to zero-cost intelligence, China's

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00:55:10

High Yields, Higher Risks: Why Credit Spreads Are...

The New Barbarians Podcast ·

2025/04/21

In this episode of The New Barbarians, Bill Mann and Mark Connors dive deep into a volatile week across global markets. With Jerome Powell warning of stagflation and Trump ramping up tariff threats (and calling for Powell's removal), the macro landscape is shifting fast—and not necessarily for the better.We break down the data behind the market selloff, explore the impact of “Liberation Day” on GDP forecasts, and examine why foreign equities, Bitcoin, and gold are outperforming while the U.S

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00:47:49

Ping Pong with Cinder Blocks: Trump's Tariff Shock |...

The New Barbarians Podcast ·

2025/04/14

In this episode of The New Barbarians, Bill and Mark dive into the market-shaking fallout from Trump’s latest tariff reversals and escalations. With a 145% tariff on China, retaliatory measures, and a new wave of uncertainty, we unpack the implications of what we’re calling Liberation Day — a moment on par with Nixon’s gold shock in 1971.We discuss:- The breakdown of global trade trust- Why gold and Bitcoin are rallying while oil tanks- Carville’s legendary bond market quote and its modern

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00:37:32

The One-Man Crash: Tariffs, Turmoil, and the Ghost of...

The New Barbarians Podcast ·

2025/04/07

This week on The New Barbarians, Bill Mann and Mark Connors break down the sharpest two-day market decline since 2020 — and why it might be even more historically significant. From Black Monday in 1987 to today’s tariff-induced turmoil, we explore the anatomy of market meltdowns, past and present.We discuss:📉 The “one-man crash” and its unprecedented impact🧠 Why traditional quant models and LLMs missed this move🏛️ How policy, not panic, is now the primary market mover💥 Lessons from 2008, 2020,

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00:47:58

Countdown to Liberation Day: The Tariff Gambit Begins...

The New Barbarians Podcast ·

2025/04/02

🔍 Episode Summary:In this jam-packed episode, Bill and Mark break down the storm brewing at the intersection of traditional finance and emerging global trends. With Q1 2025 officially in the books, the markets are reacting to a perfect storm of economic signals—from gold’s historic surge and Bitcoin’s surprising resilience, to Japan’s volatility and the looming impact of Liberation Day tariffs.They unpack why consumer sentiment is at a 12-year low, why the Fed might be cornered into a liquidity

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00:56:36

Tariffs, Tapering, and Tectonic Shifts: Markets Brace...

The New Barbarians Podcast ·

2025/03/24

Join Bill Mann and Mark Connors on Episode 13 of the New Barbarians podcast as they dive into a whirlwind week of market rebounds, policy pivots, and global economic shifts. From the Fed’s tapering slowdown to Trump’s softened tariff stance, the duo unpacks how these moves sparked a risk-on rally—Nasdaq up 2.3%, Russell soaring 2.6%, and the VIX dropping to 17.46. They explore gold’s surge past $3,000, Bitcoin’s volatile dance, and a seismic $1.1 trillion spending bill in Germany that’s rewriting

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00:44:50

Bear Stearns, Tariffs, and the Credit Crisis: Lessons...

The New Barbarians Podcast ·

2025/03/17

On this episode of The New Barbarians, hosts Bill Mann and Mark Connors dive into the latest market turbulence, drawing lessons from the past to make sense of the present. As we mark the 17th anniversary of Bear Stearns' collapse, we explore the broader implications of the 2008 financial crisis and how it shaped today’s economic landscape.From St. Patrick’s Day market moves to the rise of private credit, we analyze the critical factors shaping risk appetite, global liquidity, and central bank

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00:21:04

LLM Quant Revolution: From ChatGPT to Wall Street |...

The New Barbarians Podcast ·

2025/03/13

In this episode of The Deep Dive, we explore the rapidly evolving role of large language models (LLMs) in high finance. Our guest, an expert in quantitative finance and AI-powered investment systems, helps us break down how LLMs are reshaping financial markets, from research and analysis to trade execution.Key Takeaways:- The Power of LLMs in Finance: AI models like ChatGPT and BloombergGPT can analyze vast amounts of financial data, spot trends, and even generate complex trading

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00:50:24

Volatility, Tariffs, and a Potential Recession:...

The New Barbarians Podcast ·

2025/03/10

In this episode of The New Barbarians Podcast, we dive into the latest market turmoil, analyzing the ongoing sell-off and its broader macroeconomic implications. We discuss the impact of delayed tariffs, the Atlanta Fed’s negative GDP nowcast, and whether the U.S. is heading into a recession. With global markets in flux, we examine why European equities are rallying while U.S. stocks sink, the role of gold as a safe haven, and the potential for further deleveraging in the markets.We also break down

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00:46:29

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and...

The New Barbarians Podcast ·

2025/03/03

On this episode of The New Barbarians, we connect the dots between Hollywood, market discipline, and the latest financial turmoil. We reflect on the legendary Gene Hackman, the lessons from Hoosiers, and how his approach to leadership mirrors the mindset needed in investing.We also break down recent market movements, including the latest crypto sell-offs, Trump's unexpected Truth Social post and its impact on digital assets, and the growing signals of risk in traditional markets. From the Move

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00:43:55

Markets, Debt, and Gold: A Month Into Trump’s...

The New Barbarians Podcast ·

2025/02/24

In this episode of The New Barbarians podcast, Bill Mann and Mark Connors break down the economic landscape after the first 30 days of Trump's presidency. They revisit their earlier investment outlook, balancing the promise of policy shifts against the backdrop of mounting debt and changing demographics.The discussion covers a range of critical macroeconomic themes, including:- The impact of retiring Baby Boomers on GDP growth.- The role of technology in offsetting demographic shifts.-

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00:58:02

Kevin Jiang - The Biggest Trade of Our Lifetime & The...

The New Barbarians Podcast ·

2025/02/17

In Episode 8 of The New Barbarians Podcast, Bill Mann, Mark Connors, and Chris Rosa welcome Kevin Jiang, CIO of Virgo Digital Asset Management, to discuss what could be the biggest trade of our lifetime—the U.S. Treasury’s challenge of rolling over nearly $10 trillion in debt. They break down how the Fed’s shifting monetary policy, inflation concerns, and sovereign wealth funds accumulating Bitcoin signal a seismic shift in global finance. Kevin explains why Bitcoin is now behaving as a macro asset,

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00:58:26

The Rise of Quant Investing in Crypto w/ Truvius CEO...

The New Barbarians Podcast ·

2025/02/10

🚀 In this episode of The New Barbarians, we’re joined by Connor Farley, CEO & Co-Founder of Truvius, an SEC-registered investment advisor specializing in systematic digital asset management. Connor shares insights on quant investing in crypto, how Truvius applies institutional-grade strategies to digital assets, and why a systematic approach is key in a rapidly evolving market.🔥 Key Topics Covered:- The macroeconomic landscape & crypto’s role in portfolio diversification- How Truvius is

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00:24:58

Advancements in Portfolio Construction & Optimization...

The New Barbarians Podcast ·

2025/02/06

In this special episode of The New Barbarians, we're trying something new! This podcast episode is generated by NotebookLM to explore the evolution of portfolio construction and optimization, from traditional methods to cutting-edge machine learning applications. It represents a departure from our usual two-host format as we dive deep into our research. Based on a comprehensive analysis of academic research and practical experience, we'll delve into how quantitative funds are using both

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00:34:51

The Tariff Effect: Economic Uncertainty Unpacked |...

The New Barbarians Podcast ·

2025/02/03

🚀 Market Volatility, Trump’s Tariffs, & The Future of CryptoIn this episode of The New Barbarians Podcast, Bill Mann and Mark Connors break down a turbulent week in global markets. From Trump’s unexpected tariffs shaking equities to Bitcoin and gold emerging as key safe havens, we analyze the key macro trends shaping 2025. 📉 Key Topics Covered: - Market Recap: January ended strong with Bitcoin up 9%, gold up 6%, but major equity indices faced volatility. - Trump's Tariffs: Impact on markets

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00:54:35

Generative AI, LLMs, & the Evolution of Product Teams...

The New Barbarians Podcast ·

2025/01/27

In this episode of The New Barbarians, hosts Bill Mann, Mark Connors, and producer Christopher Rosa sit down with Dr. Thársis Souza, a computer scientist, former SVP of Product Management at Two Sigma Investments, and author of Taming LLMs. Together, they explore the transformative role of AI in product management, examining how AI is driving innovation, reshaping team dynamics, and challenging traditional approaches to prioritizing and solving problems.Dr. Souza dives into the strengths and

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01:04:41

Inauguration, The Trump Trade & Building Smarter...

The New Barbarians Podcast ·

2025/01/20

SummaryIn this episode of The New Barbarians Podcast, Bill Mann, Mark Connors, and Christopher Rosa dive into the dynamic world of markets on the eve of Trump's 2025 inauguration. We explore the "Trump Trade," discuss how to design portfolios for both strategic and tactical opportunities, and analyze the latest developments in the crypto space, including Bitcoin's dominance, altcoin trends, and the potential for stablecoin adoption by banks. The team also shares insights into

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The New Barbarians Podcast

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