TBPN · 31 Jul 2026 · 1h 58m
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
WithRichard CraibTrae Stephens
MentionsFounders Fund
About this episode
(00:27) - Leopold is Back!
(29:21) - Big Tech Earnings
(32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that… More on the show's page
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