Victor Haghani - From Long Term Capital Management To Elm Partners - Investing Lessons

Patrick Boyle On Finance

In today's podcast Patrick Boyle interviews Victor Haghani, former Long Term Capital Management Partner about Salomon Brothers in the days of Liars Poker, What it was like working at LTCM, different approaches to investing, short squeezes, arbitrage and how Victor invests today. We talk briefly about the GameStop short squeeze, Melvin Capital and why Steve Cohen and Citadel might have invested more money.
Victor has spent more than 40 years in the world of finance, from the London School of Economics to Salomon Brothers to LTCM and finally to Elm Partners, Victor has a wealth of knowledge to share about indexing, value investing, momentum risk management and international diversification.
Subscribe to Victors mailing list: https://elmfunds.com/blog/
Victor's Ted Talk: https://www.youtube.com/watch?v=1yJWABvUXiU&t=26s
Books Mentioned in the video:
Liar's Poker by Michael Lewis: https://amzn.to/3asrt7N
When Genius Failed by Roger Lowenstein: https://amzn.to/3pKOrxj
Inside The Yield Curve by Martin Leibowitz :https://amzn.to/2NVkaxH
Triumph of The Optimists by Elroy Dimson: https://amzn.to/2LcixL5
Patrick's Books:
Statistics for The Trading Floor: https://amzn.to/3eerLA0
Derivatives For The Trading Floor: https://amzn.to/3cjsyPF
Corporate Finance: https://amzn.to/3fn3rvC
Patreon Page: https://www.patreon.com/PatrickBoyleOnFinance
Visit our website: www.onfinance.org
Follow Patrick on Twitter Here: https://twitter.com/PatrickEBoyle

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