Episode 40: Gamestop Double or Nothing! With Michael Frazis and Misha Saul

January 2021 - one of the more amusing weeks of finance. 

0:57 - The short squeeze
2:31 - The reality of Robinhood's 'free' trades
5:08 - The hidden consequences of Hedge Fund strategy
6:51 - How useful is management access?
9:56 - The gamma squeeze
12:15 - How this forced people to rethink how they discuss finance?
13:39 - Is the squeeze squoze?
14:37 - Timing and recovery
15:40 - Our strategy
17:24 - An important dynamic of short interest
19:43 - The true signal of growth
20:32 - How fund managers missed a multidecade trend?
23:00 - A changing guard in allocation decisions