Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
TBPN
- Published
- July 31, 2026
- Duration
- 1h 58m
- Summary source
- description
- Last updated
- Aug 5, 2026
Discusses ai.
Summary
(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 disciplined diversification, mathematical risk management, and su…
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Show notes
(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 disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship. (01:00:15) - Trae Stephens, co-founder of Anduril and
Themes
- ai