38 episodes

Audio documentaries about risk takers.

Risk of Ruin Half Kelly Media

    • Business
    • 4.9 • 208 Ratings

Audio documentaries about risk takers.

    Movers

    Movers

    Curtis, Phil, and Reilly are professional sports bettors that provide the valuable service of getting down for originating groups. They are logistics providers in the gambling world. They talk about starting as casino APs, finding sports, and having several hundred thousand dollars taken from them by a sportsbook.Find Reilly on X. https://twitter.com/ValleyBlitz_15Support the show credit card links: https://docs.google.com/document/d/1YTMUqap_Z0D9832cOl5wYxUs16Byr6xx-iAZzrRL3VU/edit?usp...

    • 1 hr 35 min
    The Character Building Side Effect of Losing

    The Character Building Side Effect of Losing

    Jason Strasser is the co-founder and Chief Investment Officer of Caption Partners. While in college Jason became a high stakes poker player and was making $100k/month before he left competitive poker for Wall Street. Today he generates his edge trading options, looking for one-off events where the volatility of the options are mispriced by algorithms.Follow Jason on Twitter: https://twitter.com/strassa2Email the show: risk of ruin pod at gmailFollow us on Twitter: https://twitter.com/halfkelly

    • 52 min
    Waiting on Value

    Waiting on Value

    Evan Tindell is a former poker player and now is the CIO of Bireme Capital. He talks about how he got into the market, and also his value investing based process for finding investments.Follow Evan on Twitter:https://twitter.com/evantindellBireme Capital Blog Post on Meta:https://www.biremecapital.com/blog/pounding-the-table-on-metaRisk of Ruin Podcast Newsletter:https://riskofruinpod.substack.com/Email the show risk of ruin pod at gmail.Follow the show on Twitter:https://twitter.com/halfkelly

    • 49 min
    Zero, by Way of a Hundred

    Zero, by Way of a Hundred

    John Hempton runs Bronte Capital, which generates its excess returns primarily through shorting fraudulent companies. John walks through a hypothetical short, explaining how they find it, how they size positions, and the kinds of returns that can be expected. He also discusses his shorts of Valeant Pharmaceutical and Wirecard.John Hempton on Twitter: https://twitter.com/John_HemptonJohn's Blog: http://brontecapital.blogspot.com/Netflix documentary on Valeant: https://www.imdb.com/title/tt7909...

    • 55 min
    Life's Too Short

    Life's Too Short

    Marc Cohodes made a living exposing fraudulent companies, and profiting when their stock prices collapsed. But the life of a short seller is spent on a high wire because executives willing to engage in fraud don't play by the rules when their freedom is at stake. Marc tells the stories of the adversity he's faced holding public companies accountable. Marc recounts the war stories from his shorts of iomega, TCBY, Lernout & Hauspie, Novastar Financial, Jos. A Bank, Bally Manufacturing, Dire...

    • 53 min
    Credit Card Arbitrage

    Credit Card Arbitrage

    Matt writes the blog "Miles Earn and Burn" which stands alone in the credit card space. He has no ads on the site, and he writes about advanced strategies that don't make it into the mainstream travel blog world. The post that got me interested in having Matt as a guest said basically: go to your local credit union and see if there's anything that you might be able to profit from. In the advantage play world that would be called scouting. In the manufactured spend world it's known as probing....

    • 1 hr 1 min

Customer Reviews

4.9 out of 5
208 Ratings

208 Ratings

GMBrianHC ,

Brilliant medley of several disciplines

Combines finance, gambling and the mindset behind some big players in these spaces. We're kind of harnessing and disciplining the natural degenerate within, and applying it in constructive and interesting ways.

ageless182 ,

Finding that Edge

Just a wonderfully produced pod about finding edges, AP play, +EV decisions. Even more entertaining are the stories that come from finding out how people create those edges and the situations they lead to.

But master mc sickeningly ,

An incredible podcast for probabilistic thinkers

Cannot recommend this podcast highly enough. If you’re into gambling, math theory, and the intersection between being a nerd and beating the house for millions of dollars, this podcast is for you.

The guests are varied and extremely interesting with different angles and stories to keep it fresh. The host, John Reeder, is an incredible producer and interviewer - he keeps the discussion flowing freely and edits the shows with surgical precision.

Subscribe and check out all the episodes, but I recommend starting with David and Goliath, parts 1-2.

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