May 13, 2022 • 10M

15 Walking Towards Uncertainty

This Pod, Explosive Growth, and Portfolio Manager Happiness

 
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Appears in this episode

Thomas Dadmun
A solo micro-pod of musings about building Point Focal. Thomas Dadmun is the founder of the portfolio analytics firm helping PMs, traders, and analysts with alternative equity analytics.
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00:00 | The Focus Signal Walk
02:05 | When 10% is Bigger than One
04:00 | Rick, Lex, Music, and Podcasts
04:30 | 0 to 1 to 1.1 Time Series
05:47 | NASDAQ Paper
07:20 | Portfolio Manager Happiness
08:33 | Outsourcing Dissatisfaction

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