Latest Interviews
Showing 1–7 of 7 transcripts.
Clear all filters- RAISE Summit21 min
Opening Fireside: Ramin Hasani, Liquid AI & Ion Stoica, Arena | RAISE Summit 2026
Ramin Hasani, Ion Stoica, Rachel Metz, Ayaan, Ian
Led by MIT-derived algorithms and advised by Databricks co-founder Ian, Liquid AI is deploying energy-efficient, hardware-agnostic foundation models designed to run locally on consumer-grade chips rather than massive data centers. This approach addresses a shifting market where enterprises prioritize security and regulatory control by replacing expensive, closed-source systems with open-weight alternatives that offer near-parity in performance for specific tasks like coding and office work. The discussion further highlights a strategic pivot toward specialized "cities" of smaller, deterministic models that interact within agentic pipelines to ensure reliable, human-liability-backed deployment across industries.
- Chat With Traders1h 6m
Liquidations, Leverage, and Market Structure Under Stress · Doug Colkitt
Former Citadel HFT professional and crypto market maker Doug Colquitt analyzed the historic $20 billion October 10, 2025 liquidation event, attributing the cascade to siloed margin structures, synthetic leverage, and opaque auto-deleveraging protocols. Drawing on this trauma, Colquitt is developing Ambient Finance and the Fogo chain to launch a transparent, open-source perpetual DEX that separates clearing from trading and utilizes dual-flow batch auctions to mitigate predatory high-frequency tactics. Beyond this technical overhaul, he projects that regulatory shifts will soon enable Real-World Asset tokenization to fundamentally replace traditional brokerage settlement rails with faster, mobile-native alternatives.
- Chat With Traders1h 7m
From Tick to Trend, Day Trading to Wave Riding · Chris Vermeulen
Chris Vermeulen, a retired full-time trader at age 27, has evolved from high-frequency day trading to a low-activity position strategy that executes only five to twelve trades annually based on market cycles and price action. His approach prioritizes risk management by shifting dynamically between major ETFs like the SPY and cash during periods of high volatility, explicitly rejecting the "buy and hold" mantra as a danger to retirement portfolios. As of 2025, Vermeulen anticipates a potential bear market extending into 2026 and maintains a 60% equity and 40% cash allocation while leveraging his educational platform, TheTechnicalTraders.com, to guide investors through cyclical market shifts.
- Chat With Traders1h 10m
Go Where Orders Flow · Dylan Maltman
In Episode 302 of Chat with Traders, hosts Tessa and Ian Cox interview Dylan Maltman, founder of Cape Town-based Apex Capital Management, about his evolution from a prop firm trainee to a quantitative futures and forex specialist. Maltman details his firm's algorithmic strategy, which leverages order flow analysis on major CME sectors to achieve Sharpe ratios exceeding 3 while maintaining drawdowns below 0.72 percent. The discussion concludes with Maltman's emphasis on building custom methodologies over buying black-box systems and his advice that new traders must prioritize process mastery and patience to overcome the initial learning curve of profitability.
- Chat With Traders1h 21m
Trading Earnings Volatility with Options · Erik Smolinski
Options trader Eric Smolenski outlines a consistency-focused philosophy that distinguishes between statistical outcomes and individual trade results while adapting to a market regime shift driven by daily SPX expirations and volatility spikes. He details specific earnings strategies, such as pre-event volatility expansion and post-announcement drift, which rely on rigorous position sizing capped at 1% portfolio loss to mitigate risks inherent in complex derivatives. Smolenski further emphasizes the integration of AI for statistical analysis and factor identification rather than automated execution, rejecting "fast money" narratives in favor of process-driven trading that tolerates ego suppression and thesis abandonment.
- Chat With Traders1h 33m
Intersection of Emotional Intelligence and Tactics · Michael Martin
Michael Martin, a thirty-year veteran futures trader, details his evolution from a blue-collar worker to a New York-based Commodity Trading Advisor who built his initial firm using Hong Kong flight capital in 1997. The discussion centers on his disciplined "sniper" trading philosophy, which prioritizes physical market observation and psychological fortitude over technical indicators to manage risk while generating significant alpha in sleepy commodity contracts. Martin concludes by advocating for experiential learning, emphasizing that future profitability in both traditional markets and emerging sectors like cryptocurrency depends on total personal responsibility and strict adherence to defensive risk management.
- a16z41 min
Inside AI Town: What AI Can Teach Us About Being Human
Joon Park, Martin Casado, June Park, Yoko, Ian
A16Z's infrastructure team hosted a panel featuring lead author June Park and GP Martin Casado to dissect the architecture of Generative Agents, which utilize Large Language Models paired with external memory systems to simulate human behavior through observe-plan-reflect loops. The discussion emphasized applications ranging from testing economic policies to modeling social theories, while advocating for a "grad student" collaboration model over rigid API interactions. Furthermore, the speakers addressed critical ethical considerations, including the necessity for transparency and a regulatory stance that prioritizes freedom of development to avoid stifling transformative enterprise use cases.