Signals Pod | 
Signal | 
November 8, 2023

32 Fintechno Optimism

Listen now (15 minutes) | Uncertainty and Tail Risk in Markets and Life
A solo micro-pod detailing daily musings of building a financial technology business. Thomas Dadmun is the founder of Point Focal, a portfolio analytics firm helping PMs, traders, and analysts at financial firms monetize data.
Focus Signal explains building portfolio analytics at Point Focal. Signal pieces are the analytics. Semi-quantitative U.S. equities analysis and research covering venues, earnings, market structure sentiment, news, news sentiment, and ESG.
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Episode details:

00:00 | Tail Opportunity
01:40 | The Techno Optimist Manifesto
03:42 | Between a Laugh and a Tear
06:48 | The Trade Strategy Gap
09:01 | Noise and Return Asymmetry
12:56 | Just Build