InDaloop

In this episode of InDaloop , Thomas Li sits down with Matt Robinson—Founder of AI Street and one of the sharpest voices covering AI in finance—to unpack how artificial intelligence is reshaping the true operating system of Wall Street: Excel . They go past the hype to dig into what actually matters in real workflows—why modeling is about process, not just output , how AI really works under the ho...

Thomas Li (CEO, Daloopa) and Nic Lin (Anthropic) go deep on a practical AI stack for fundamental investors: Daloopa’s verified historicals as the trusted context, Anthropic’s Claude as the thought partner. They unpack the “retrieve → analyze → create” workflow, why the mechanical Excel work should be automated, and how auditors can trace every number back to source. Real use cases include ranking...

Once the gold standard in semiconductors, Intel now finds itself years behind the AI curve, with declining margins, internal dysfunction, and an identity crisis. Can a new CEO with a quiet but proven track record bring it back? In this episode of InDaloop , Thomas Li (Daloopa) and David Rynecki (Blue Heron) sit down with tech researcher and author Luke Dormehl to unpack the fall of Intel — and whe...

In this episode, David, Thomas, and Keith delve into the challenges faced by Starbucks under CEO Brian Niccol's leadership. They explore the company's declining sales amidst competition from emerging brands like Luckin Coffee, emphasizing the need for a cultural and operational reset. The discussion highlights Niccol's charismatic leadership style and the strategies being implemented t...

In this episode of InDaloop , we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki , founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers. Together, they unpack the unraveling story of UnitedHealth—...

In this episode, Thomas Li and Josh Burwick break down the recent market turmoil sparked by tariff announcements and their far-reaching implications on inflation, trade deficits, and corporate strategies. They dive into the complexities of tariff calculations, the ripple effects on the dollar, and how businesses are adjusting their pricing and guidance in the face of uncertainty. With hedge funds...

In this episode, Thomas Li welcomes back investor and portfolio manager Josh Burwick to unpack the renewed focus on tariffs following Trump’s declaration of April 2nd as “Liberation Day.” They explore why tariffs hit companies unevenly—especially those in autos and IT hardware—and how uncertainty around supply chains, manufacturing shifts, and geopolitical exposure is sending shockwaves through th...

In this episode of InDaloop , host Thomas Li welcomes Jerry Diao, also known as Richard Toad, an experienced equity research analyst and blogger. They dive into the world of sell-side research, discussing Jerry's career journey from an actuary to a prominent figure in equity analysis. Jerry shares invaluable insights on what it takes to succeed in the sell-side landscape, emphasizing the importanc...

In this episode of the Indaloop podcast, host Thomas Li welcomes MBI Deep Dives. They delve into MBI's unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. MBI shares insights into the traits of successful companies, particularly focusing on secular winners like Sherwin-W...

In this episode of the InDaloop Podcast, host Thomas Li welcomes Edwin Dorsey, founder of The Bear Cave, to discuss the often-overlooked world of short selling. Edwin shares his unique insights into the art of shorting stocks, highlighting how he identifies companies that mislead investors or harm customers. They explore the motivations behind short selling, the challenges faced by activist short...

In this episode of InDaloop , Thomas Li addresses common questions from buy-side analysts about maximizing efficiency during earnings season. He shares actionable strategies for spotting trends, managing data overload, and leveraging Daloopa's tools to streamline model updates, ensuring analysts can focus on insights rather than manual tasks.

In this episode, Thomas Li sits down with Ravee Mehta, founder and CIO of Nishkama Capital LLC, to explore the unique strategies that have shaped his approach to investing. From understanding behavioral biases and developing an “empathetic edge” to balancing risk and reward in a dynamic portfolio, Ravee shares valuable insights from his years in the hedge fund world. Whether you're a seasoned...

In this episode of InDaloop, Thomas Li discusses the concept of volatility in the financial markets, particularly in the context of recent record-breaking fluctuations driven by fears of recession and Fed actions. He breaks down volatility's key role in option pricing through models like Black-Scholes, explaining how options have intrinsic and extrinsic values. Volatility serves as a gauge of...

In this episode of InDaloop , Thomas Li breaks down the ins and outs of landing a junior analyst role at a hedge fund. From the unstructured recruiting process to nailing the technical interviews and case studies, Thomas offers key insights on how to stand out and secure a role in the competitive hedge fund space. Whether you're transitioning from investment banking or consulting, this episode...

Private equity recruiting, specifically on-cycle recruiting, is a unique and intense process that differs significantly from traditional job recruiting. It typically starts 6-12 months before the expected start date and involves filling analyst or associate positions for multiple private equity funds within a few hours. On-cycle recruiting requires extensive preparation, including mastering techni...

In this episode, Thomas Li interviews Justin Rothhaupt, Senior Solutions Engineer at Daloopa and former sell-side analyst, about the job of a sell-side analyst and the key moments and milestones in the role. They discuss the importance of being inquisitive, balancing repetitive tasks with curiosity, and the preparation required for earnings season. They also explore how sell-side analysts differen...

Private equity recruiting, specifically on-cycle recruiting, is a unique and intense process that differs significantly from traditional job recruiting. It typically starts 6-12 months before the expected start date and involves filling analyst or associate positions for multiple private equity funds within a few hours. On-cycle recruiting requires extensive preparation, including mastering techni...

Nate Snyder, founder and CEO of Papyrus and former buy-side analyst and portfolio manager, discusses his journey from the buy side to starting a company that focuses on indexing unindexed audio and video content. The goal of Papyrus is to provide tools that drive time efficiency for analysts and portfolio managers. The conversation explores the value of time in the investment industry and the need...

In this episode, Thomas Li interviews Justin Rothhaupt, Senior Solutions Engineer at Daloopa and former sell-side analyst, about the job of a sell-side analyst and the key moments and milestones in the role. They discuss the importance of being inquisitive, balancing repetitive tasks with curiosity, and the preparation required for earnings season. They also explore how sell-side analysts differen...

Andrew Meister, Senior Equity Research Analyst at Thrivent Asset Management, discusses the evolution of financial software and the importance of accuracy in the industry. He shares his experience with tools like Lotus and Excel, highlighting the key features that made Excel more popular. He emphasizes the need for accuracy in financial data and the value of tools that free up time for analysts and...

Abraham Thomas, co-founder of Quandl, discusses the unique characteristics of data businesses and their economic models. He highlights the differences between data companies and software companies, the challenges and advantages of data collection, and the structural and financial differences between data and software businesses. The conversation also explores the concept of minimum viable data set...

Ted Merz, former senior executive at Bloomberg, discusses the success of Bloomberg News and the key factors that set Bloomberg apart from its competitors. He highlights the importance of innovation, collaboration, and a customer-focused culture in driving the company's success. Merz also shares examples of how Bloomberg differentiated itself in the news industry, such as delivering news faster...

Rob Farley, former COO of Wolfe Research, discusses the importance of quality in building organizations and designing products. He shares insights on differentiated research, skepticism, and independent verification. Rob also talks about the challenges and advantages of working in a small firm versus a large investment bank. He highlights the need for nimbleness, transparency, and a focus on excel...

In this episode, Andy Lee shares the importance of data infrastructure in Parallaxes Capital's investment strategy. Learn how tools like Daloopa play a critical role in their research process, helping to extract higher-value insights and make informed investment decisions. Andy explains how robust data infrastructure can be a game-changer in the niche market of Tax Receivable Agreements (TRAs)...