Episode Details
| Title | Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund |
|---|---|
| Date | 2/28/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $AI - AI is seen as a rapidly evolving technology with significant potential to impact various industries, including finance. There's high interest and frequent discussions about AI's role and future applications within Capstone.
- “There's not a day, an hour goes past where, we're discussing the impacts of it at Capstone. It's moving so quickly, and I'm fascinated as to see where it ends up. I'm fascinated to see the role it can play within industries, within my business.” - Paul (29:04)
- 🟢 $DERIVATIVES - 🔒
- 🟢 $HEDGEFUNDS - 🔒
Bearish:
- 🔻 $CENTRALBANKS - 🔒