Madelaine D’Angelo - Quantifying the Art Market (EP.03)
Release Date: 03/12/2020
In this episode of Infinite Loops, we spoke with Joe Weisenthal, Executive Editor of Digital News at Bloomberg. In this fun and thought-provoking conversation we chat: • NFTs • Bitcoin Believers and its viability • MMT • Robinhood • And MANY more sensitive subjects Follow Joe on Twitter ().info_outline Bill Brewster – Asking Tough Questions (EP.41)
In this episode of Infinite Loops we spoke with Bill Brewster, investor and host of The Business Brew podcast. In this conversation we covered: How Bill’s investment career took shape. The tragic story of Bill’s relative. Important questions on Robinhood. Investor education. Gambling vs. Investing. And MUCH more. Follow Bill on Twitter () and check out Bill’s podcast ()info_outline Josh Wolfe - Inventing The Future (EP.40)
In this episode of Infinite Loops we spoke with Josh Wolfe, co-founder and managing partner at Lux Capital. In this conversation we covered: The acceleration of technological change. Inflation, the dollar, and crypto. Macro and geopolitical risk. Lux’s portfolio companies And MUCH more Follow Josh on Twitter () and check out Lux Capital ()info_outline Alex Danco - Makes A Scene (EP.39)
In this episode of Infinite Loops we spoke with Alex Danco of Shopify. In this wide-ranging discussion we cover: How to create a scene Great scenes and movements from history The Canadian startup market The Pepsi/Coke blind taste test And MUCH more Follow Alex () on Twitter, and read his blog here .info_outline Anna Gat – Learning Through Discussion (EP.38)
In this episode of Infinite Loops we spoke with Anna Gat, Founder and CEO of Interintellect. In this conversation we covered: Power of conversation The Salons that Anna runs The importance of framing Communication differences in genders Fostering human connection And MUCH more Follow Anna on Twitter () and check out Interintellect ()info_outline Max Arbitrage – Healthcare, Investing & Biology (EP.37)
In this episode of Infinite Loops we spoke with the man behind anonymous Twitter account Max Arbitrage. Max is an investor, entrepreneur, and top mind in the health care industry. In this conversation we covered: Game theory and modern markets Deterministic vs. probabilistic thinking Max’s entrepreneurial ventures Fixing what sucks in an industry The perils of status games And MUCH more Follow Max on Twitter ().info_outline Lily Francus – Options, Passive & Speculation (EP.36)
In this episode of Infinite Loops, we spoke with Lily Francus, an independent quantitative researcher and creator of the NOPE indicator. In this conversation we covered: Lily’s dive into the world of options Her popular whitepaper and subsequent NOPE indicator The power of Twitter for networking and insights Retail participation in the options markets GameStop madness And MUCH more Follow Lily on Twitter () and check out her writing ().info_outline Polina Marinova – The Profile (EP.35)
In this episode of Infinite Loops, we spoke with Polina Marinova, founder, and author of The Profilenewsletter, which covers the masters and experts within various industries. In this conversation we covered: Polina’s decision to leave Fortune The business aspect of content creation Lessons learned from profiling the greats How The Profile has evolved over time Developing an alter ego And MUCH more Follow Polina on Twitter () and check out her newsletter ().info_outline Naufal Sanaullah – Macro, Psychology & Charity (EP.34)
In this episode of Infinite Loops we spoke with Naufal Sanaullah, Chief Macro Strategist at EIA All Weather Alpha Partners. In this wide-ranging discussion we cover: How Naufal navigated markets at the start of COVID-19. Leveraging Twitter for mentorship The Momentum Factor and Goldman’s Baskets Positive and negative impacts of the internet Naufal’s charitable work And much more.info_outline Tim Urban - Exploring Ourselves (EP.33)
In this episode we spoke with Tim Urban, founder and writer at Wait But Why? In this super episode Jim and Tim discuss: • The story of us • Managing and taming our biases • Flat earthers and how we’re no different • Overcoming our outdated mental hardware • and MUCH more. Follow Tim on Twitter (Twitter.com/waitbutwhy) and check out his site ()info_outline
Our guest this week is Madelaine D’Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss:
- Value & Momentum factors in the art market.
- Arthena’s models.
- The problems with repeat sales data.
- Portfolio construction and exit strategy.
- The nuances of investing in art assets.
- Biggest misconceptions about art investing.
For more information, check out https://arthena.com/ .