The New Barbarians Podcast

The New Barbarians Podcast

Tech giants, digital assets and the new monetary regime.

  1. 10/16/2025

    Between Markets and Masterpieces Debby Goan on Breaking Barriers and Blending Worlds

    Between Markets and Masterpieces Debby Goan on Breaking Barriers and Blending Worlds🌟 Introduction▪️Brief host introduction.▪️Introducing Debby Goan – her journey from Stillwater, Oklahoma, to leading innovation across finance, technology, and the arts.▪️Highlights:▪️Only minority woman with a member seat at the American Stock Exchange▪️Transformational leadership in fintech▪️Deep artistic engagement🧭 Segment 1: Early Life and Personal Journey▪️Growing up as a child of Taiwanese immigrants in Oklahoma and Texas.▪️The influence of multicultural upbringing on identity and ambition. (upwardgallery+1)💼 Segment 2: Career in Finance and Technology▪️Breaking barriers in ETF trading and at the American Stock Exchange.▪️Leading turnarounds and launching data-driven SaaS ventures in finance and insurance.▪️Experiences as Operating Partner and GM at Two Sigma. (linkedin)🎨 Segment 3: Art, Creativity, and Overlapping Identities▪️Transitioning from finance to visual art — or balancing both.▪️Artistic philosophy: communicating emotions and exploring the “space between the theoretical and the actual.”▪️Major artistic milestones, mediums she works in, and notable exhibitions and awards. (upwardgallery+1)🚀 Segment 4: Current Projects and Entrepreneurship▪️Founding Petite Palates – what inspired her and how it connects to earlier leadership. (linkedin+1)▪️Board role at The Art Students League of New York. (artstudentsleague)▪️Mentoring and supporting diverse voices in both tech and arts.🧠 Segment 5: Leadership, Mentoring, and Future Directions▪️Views on leadership — transforming teams and industries.▪️Mentoring advice for minorities, women, and creative technologists.▪️Future projects and aspirations.🔚 Wrap-Up▪️Quickfire Round:▪️Personal fact▪️Favorite piece of art▪️Most important lesson learned▪️Where listeners can connect with Debby’s work online.🎤 Interview Questions🪶 Background & Identity▪️How did your multicultural childhood in Oklahoma and Texas shape your sense of possibility and creativity? (debbygoan+1)▪️Who were your earliest influences—within your family or community—that sparked your interest in both art and finance?💹 Breaking Barriers in Finance/Tech⚡ Quickfire / Personal▪️What are you reading, listening to, or watching right now that inspires you?▪️What’s one lesson—artistic or professional—you wish more people learned early in their careers?▪️Where can our audience see your latest work or reach out to connect?🏢 Debby's Companies▪️Petite Palates | Organic Savory Baby Food▪️HarmoniQ Insights | Elevate Your Strategy🎧 This structure will help ensure a thoughtful, dynamic, and engaging episode that brings out Debby’s unique voice and resonates with your audience. (debbygoan+2)▪️https://www.debbygoan.com/curriculumvitae▪️https://upwardgallery.com/ad/interviews/debby-goan-i-am-often-creating-order-communicate-emotional-heft-moment ▪️https://www.linkedin.com/in/debby-goan ▪️https://upwardgallery.com/artists/2994/6330 ▪️https://www.instagram.com/debbygoan/ ▪️https://www.artstudentsleague.org/resources/board-candidates ▪️https://www.linkedin.com/posts/debby-goan_im-excited-to-introduce-petite-palates-activity-7262895101931143170-BtxE ▪️https://www.debbygoan.com https://www.artsy.net/artist/debby-goan ▪️https://associationforjewishstudies.org/docs/default-source/ajs-perspectives/ajs_perspectives_fall_2021_web.pdf?sfvrsn=5e20f4a3_14#artandbusiness, #creativeentrepreneur, #innovation, #womeninbusiness, #artworld, #successmindset, #leadership, #motivation, #inspiration, #businessgrowth, #creativemindset, #entrepreneurlife, #breakingbarriers, #storytelling, #creativity

    1h 4m
  2. 10/02/2025

    Aaron Brown: Quantitative Risk, Crypto, and the "Wrong Number" Revolution | New Barbarians Podcast

    Aaron Brown: Quantitative Risk, Crypto, and the "Wrong Number" Revolution | New Barbarians PodcastJoin us on the New Barbarians Podcast for a compelling session with Aaron Brown, legendary risk manager and quant strategist. We dive into Aaron’s landmark career bridging professional gambling, hedge fund risk management, and quantitative investing — spanning lessons from Wall Street, the evolution of risk frameworks, and the rise of multi-asset strategies including bitcoin and crypto. Discover how Aaron’s unique background feeds into his latest project, the "Wrong Number" video series, where he unpacks widespread misunderstandings in statistics and research through engaging stories. This episode offers an inside perspective into systemic risk, smart investing, and the future of financial data literacy, presented by one of the field’s most creative minds.In this episode of the New Barbarians Podcast, we sit down with Aaron Brown — a leading thinker in quantitative risk, financial systems, and crypto. Known for his unconventional insights and the idea of the “Wrong Number” revolution, Aaron challenges traditional assumptions about risk, probability, and the future of finance.What you’ll discover:✅ How quantitative risk is reshaping markets✅ Aaron’s take on crypto and decentralized finance✅ Why the “Wrong Number” revolution matters for investors, entrepreneurs, and everyday decision-making✅ Fresh perspectives on uncertainty, strategy, and navigating changeIf you’re interested in the future of finance, crypto, and risk management, this conversation is packed with insights you won’t want to miss.#AaronBrown, #CryptoInsights, #WrongNumberRevolution, #NewBarbariansPodcast, #FinancialRisk, #CryptoInvesting, #QuantitativeFinance, #BlockchainTrends, #RiskManagement, #CryptoMarket, #FutureOfFinance, #SystematicInvesting, #FinancialEducation, #CryptoStrategy#quantitativerisk, #crypto, #bitcoin, #blockchain, #financialmarkets, #portfolio, #trading, #macroeconomics, #financepodcast, #financialeducation, #quantfinance, #investingtips

    1h 20m
  3. 09/15/2025

    Generative AI in Investment Mgmt: Value Investor's Perspective w/ Ehsan Ehsani | New Barbarians #035

    Join Bill Mann and Mark Connors in Episode 35 of The New Barbarians podcast with special guest Ehsan Ehsani. Ehsan, Executive Director at Crescendo Partners, Adjunct Professor at Columbia Business School, and author of "Finding Value in Numbers," shares unique insights on the intersection of generative AI and traditional value investing.In this episode, we explore:- The crucial skills young professionals need to thrive in an AI-powered financial world.- How GenAI enhances classic value investing workflows, from idea generation to preliminary research.- The "buy vs. build" dilemma for fundamental shops adopting AI technologies.- The future of investment research as AI tools become increasingly sophisticated.A preview of the Generative AI in Investment Management Conference at Columbia, where attendees can explore solutions from nearly 20 GenAI providers.Ehsan also discusses his upcoming books, including "How Not to be Replaced by a Spreadsheet that Talks," offering a candid look at adapting to technological change without sacrificing human judgment. This is a must-listen for anyone in finance grappling with the rapid evolution of AI and its impact on careers and investment strategies.Featured Guest:Ehsan Ehsani: Executive Director, Crescendo Partners; Adjunct Professor, Columbia Business School; Author of "Finding Value in Numbers" and "How Not to be Replaced by a Spreadsheet that Talks." Organizer of the Generative AI in Investment Management Conference.Links & Resources:📇 Ehsan Ehsani on LinkedIn: https://www.linkedin.com/in/ehsani/📰 Value Hedgehog Newsletter: https://www.linkedin.com/newsletters/7099112971280203776/🏟 Generative AI in Investment Management Conference: GAIMConference.com📕 Pre-order "Finding Value in Numbers": https://a.co/d/2ETE84i⛓ Unchained (Sponsor): unchained.com🔗 Follow Our Work:📜 Substack: New Barbarians Podcast - https://substack.com/@newbarbarians 📜 Substack: Mark R. Connors - https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/📜 SSRN Practitioner Quant Research - https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/researchTwitter - thenewbarbarianspodcast (@thenewbarbpod) / XChapters00:00 Market Overview and Economic Insights02:57 Quantitative Finance and Systematic Investing05:26 Macro Trends and Employment Dynamics07:48 Generative AI in Investment Management10:14 The Future of Jobs and Skills in Finance12:53 AI's Impact on Investment Strategies15:21 Conclusion and Conference Insights27:56 The Energy Dynamics of Bitcoin and AI30:19 Transitioning from Consulting to Investment Management34:16 The Power of Writing and Networking37:23 Embracing Generative AI in Value Investing43:36 Enhancing Investment Processes with AI50:18 The Future of AI in Investment Management55:52 Build vs. Buy: Strategies for AI Adoption#GenerativeAI #AIinFinance #InvestmentManagement #ValueInvesting #Fintech #AIInvesting #LLMforFinance #ColumbiaBusinessSchool #NewBarbariansPodcast #FinancialFutures #CareerDevelopment #AlphaGeneration #QuantFinance #DigitalTransformation #AssetManagement #EhsanEhsani #FutureOfWork #StockMarket #Podcast #Technology #WealthManagement

    1h 4m
  4. 09/08/2025

    New Barbarians Podcast #034 | Next Gen Quant Data with Charlie Marin, CEO of Quanted

    Today’s episode spotlights Charlie Marin (CEO, Quanted) on building the “Amazon-meets-Palantir” data bridge for investors—turning idea → feature → backtest into a rapid, agent-driven loop. Bill and Mark frame the macro: rates over equities, MOVE vs. VIX, factor rotations (value/cyclicals), credit spreads, and why point-in-time data & revisions matter. Charlie breaks down vendor onboarding with AI agents, metadata-rich discovery, and how faster feature pipelines change quant research—and the startup journey to Quanted’s upcoming relaunch.Follow Charlie & Quanted:Charlie on LinkedIn: https://www.linkedin.com/in/c-simi/Quanted on LinkedIn: https://www.linkedin.com/company/quanted-tech/Book a Meeting: https://www.quanted.com/🔗 Follow Our Work:📜 Substack: New Barbarians Podcast - https://substack.com/@newbarbarians 📜 Substack: Mark R. Connors - https://substack.com/@markrconnors📜 Harmonic Insights (Bill Mann & Chris Rosa) - https://www.harmoniqinsights.com/📜 SSRN Practitioner Quant Research - https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2035436📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/researchTwitter - thenewbarbarianspodcast (@thenewbarbpod) / XChapters00:00 Introduction to Quanted and Its Mission01:22 Exploring the Startup Journey03:59 Market Analysis and Economic Indicators06:14 Interest Rates and Market Volatility09:12 Understanding Job Market Data and Revisions14:11 Interest Rates and Market Reactions19:04 The Impact of COVID on Economic Cycles23:06 Debt Dynamics and Market Volatility27:28 Comparing Economic Cycles: Past and Present34:06 The Future of Work and Economic Stability40:20 The Data Landscape: Challenges and Opportunities42:58 Streamlining Data Testing and Vendor Engagement45:53 The Role of AI in Data Processing48:17 Building a Predictive Data Ecosystem51:24 Navigating the Competitive Landscape of Hedge Funds56:37 The Future of Investment Processes01:02:22 Startup Journey: Overcoming Challenges in Data Management01:07:17 Looking Ahead: Future Developments for Quantid#NewBarbariansPodcast #CharlieMarin #Quanted #QuantData #AltData #AIinFinance #FeatureEngineering #Backtesting #QuantResearch #Macro #InterestRates #YieldCurve #MOVEIndex #ValueFactor #Cyclicals

    1h 14m
  5. 08/21/2025

    DeFi, On-Chain Truth, and the Petrodollar 2.0

    In this episode, Bill Mann and Mark Connors sit down with Michael Nadeau, founder of The DeFi Report, to explore the future of digital assets, DeFi, and on-chain research. From macro backdrops to tokenization and the reflexivity of crypto markets, Michael shares how his journey from MIT and LinkedIn posts evolved into one of the most influential Substacks in digital assets. The conversation spans: Market updates and factor rotations in global assets On-chain data vs. Wall Street narratives The rise of stablecoins and Tether’s surprising role with U.S. treasuries Why crypto’s reflexivity can be both powerful and dangerous Web3’s shift from read/write to read/write/own Institutional adoption, tokenization of real-world assets, and privacy in DeFi The asymmetric bet on public blockchains How frameworks from Kahneman’s Thinking, Fast and Slow help investors break fixed mindsets Timestamps 00:45 – Market Setup & Fed PolicyBill opens with inflation, interest rates, and global asset performance. 02:00 – Culture, Movies & NoiseAnimal House quotes → how cultural distractions differ from on-chain truth. 07:30 – Jackson Hole: TradFi vs. Digital AssetsDigital asset symposium gains traction alongside the Fed’s annual gathering. 12:42 – The Origin of The DeFi ReportMichael’s journey from MIT → LinkedIn posts → Substack → Bankless partnership. 14:09 – The Asymmetric BetWhy Bitcoin and public blockchains represented a career-changing investment thesis. 21:31 – Politics, Regulation & GenslerLessons from SEC leadership, courts, and the role of regulation in crypto adoption. 28:09 – Web3: Read. Write. Own.How new data structures change ownership, content, and payments online. 34:28 – On-Chain Data & ReflexivityReal-time transparency, resilience during FTX, and why crypto markets reprice instantly. 41:25 – DeFi Is Still Early$900T of global assets vs. $7.5B tokenized today; institutions, KYC pools, and privacy. 49:39 – Stablecoins & The New PetrodollarTether’s U.S. Treasuries role, dollar network effects, and the geopolitics of stablecoins. #DeFi #Crypto #OnChain #DefiReport #Stablecoins #Web3 #CryptoMarkets #NewBarbariansPodcast

    1h 8m
  6. 08/14/2025

    Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

    In this episode of The New Barbarians Podcast, Mark Connors and Bill Mann sit down with Loren Asmus, Head of Capital Formation at UTXO Management, to break down how institutional investors and corporate treasuries are accelerating Bitcoin adoption. From Bitcoin’s 13-year record as the best-performing asset, to the rise of Bitcoin Treasury companies like MicroStrategy and MetaPlanet, Loren explains why large pools of capital are now a critical driver of BTC’s next phase — and how UTXO is positioning to capture that growth. We also explore: Why Bitcoin beats gold as a store of value in the 21st century The macro backdrop: USD weakness, Fed policy & market leadership Spot BTC vs. ETFs — control vs. convenience Global proof of concept & Japan’s unique market dynamics Risks like premium-to-NAV compression in bear markets The “signal” that draws investors into Bitcoin from all corners of the market 🎙 Episode highlights include the BTC Inc. growth story, global conference strategy, and why corporate balance sheets could be the “valve” that takes Bitcoin from $100K to millions. Timestamps:00:00 – Intro & Podcast Mission02:05 – Bitcoin’s Track Record vs. Other Asset Classes05:15 – From Institutional Consulting to UTXO Management08:40 – BTC Inc., Bitcoin Magazine & Global Conferences14:10 – The “Signal” That Draws People to Bitcoin17:35 – Spot Bitcoin vs. ETFs — Control vs. Convenience21:55 – Bitcoin vs. Gold: The Digital Store of Value Case26:42 – The Corporate Bitcoin Playbook32:08 – Risks & Premium-to-NAV Compression36:55 – Global Proof of Concept & Japan’s Unique Market42:18 – Macro Backdrop & Market Leadership47:30 – The Next Phase: Large Pools of Capital & Corporate Adoption #Bitcoin #BTC #InstitutionalInvesting #BitcoinTreasury #DigitalAssets #Macro #CryptoInvesting #FinancePodcast

    1h 4m

Ratings & Reviews

5
out of 5
4 Ratings

About

Tech giants, digital assets and the new monetary regime.