Episode 40: Gamestop

January 2021 - one of the more amusing weeks of finance.  0:57 - The short squeeze 2:31 - The reality of Robinhood's 'free' trades 5:08 - The hidden consequences of Hedge Fund strategy 6:51 - How useful is management access? 9:56 - The gamma squeeze 12:15 - How this forced people to rethink how they discuss finance? 13:39 - Is the squeeze squoze? 14:37 - Timing and recovery 15:40 - Our strategy 17:24 - An important dynamic of short interest 19:43 - The true signal of growth 20:32 - How fund managers missed a multidecade trend? 23:00 - A changing guard in allocation decisions