درباره این پادکست 🔗
Systematic multi-factor alpha minus the noise. 26 years of quant rigor focused strictly on capital preservation. Zero crypto.
www.sowmyvj.com
www.sowmyvj.com
میزبان‌ها:
فرکانس به روز رسانی:
weekly
میانگین طول صدا:
12 minutes
مصاحبه های مهمان
انگلیسی
ایالات متحده آمریکا
79 قسمت
از سال 4 نوامبر 2024
episodic
آخرین اپیزود 🔗
Thank you to everyone who tuned into my live video yesterday! Join me for my next live video in the app.
Many of our subscribers take our data and feed it straight into their own AI systems. What goes into this data feed, and how can you see it. The video explains that clearly.
That was my answer w…
اپیزود قبلی 🔗
Thanks for tuning in. You will find a link to our portfolio, provided in the header section of our emails. If you access our content via podcast apps, please visit https://portal.helix.earth/portal and enter the email you used to subscribe to Helix. This is a public episode. If you'd like to discu…
In this breakdown, we dive into the mechanics of Constant Proportion Portfolio Insurance (CPPI)—an institutional asset-protection framework that acts like a rising staircase for your trading account. Instead of riding a stock all the way up and right back down, this model systematically establishes…
Our proprietary Octo Factor model filtered 2,500 listed companies down to just 60 liquid, index-backed positions.
While retail traders copy trailing Congress forms or buy raw IPO hype, our predictive accounting scripts isolate structural alpha up to two years before the market moves.
Full breakd…
A major network infrastructure provider with a wide economic moat is trading at a deep discount at $370 while its fair value sits at $650.
While retail accounts blow cash paying massive broker spreads on fractional share nonsense, the institutional signal is completely clear. Full breakdown here: …
This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com
Thank you to everyone who tuned into my live video! Join me for my next live video in the app.
1. The Hook: A $111 Billion Identity Crisis
In the high-stakes theater of biotech investing, there is no siren song more seduc…
This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com
Thank you for tuning in!
Helix Investor Briefing: Navigating the Late-Cycle Market
The Big Picture – Energy, Currency, and Your Purchasing Power
Welcome & The Global Landscape
Hello everyone, and welcome to our June …
This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com
Thanks to the institutional allocators and family office CIOs who tuned in. Also a big thanks to our LPs for believing in our research, and strategy.
TLDR
The market is punishing Visa, driving a 9.58% trailing stock decl…
Stop Buying the Story. Start Buying the Cashflow.
If your idea of green investing is buying an ETF that holds Apple, calls it carbon neutral, and lets you sleep better at night, stop reading right now. We can’t help you. If you are looking for Dogecoin moonshots or safe, index-hugging returns that …
This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com
Stop Buying the Story. Start Buying the Cashflow.
If your idea of green investing is buying an ETF that holds Apple, calls it carbon neutral, and lets you sleep better at night, stop reading right now. We can’t help you.…
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‐ Isaac "Llamacorn" Newton
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