The New Barbarians Podcast

📄 Episode Description:In this special live edition of The New Barbarians Podcast, we welcome back Connor Farley, CEO of Truvius and former AQR researcher, for a deep dive into systematic crypto investing, tax alpha, and navigating today's macro whipsaws. Bill, Mark, and Connor unpack:- The evolution of factor investing from TradFi to DeFi- Why Bitcoin may be emerging as a "soft haven&quo...

📖 Episode Description:On Episode 18 of The New Barbarians, Bill Mann and Mark Connors cut through the noise of market volatility, trade wars, and tech disruption to map out the shifting landscape of global finance. They unpack the aftermath of "Liberation Day," analyze the IMF’s surprising growth downgrade, and explain how new forces — from tariffs to Bitcoin — are reshaping investment...

In this episode of The New Barbarians, Bill Mann and Mark Connors dive deep into a volatile week across global markets. With Jerome Powell warning of stagflation and Trump ramping up tariff threats (and calling for Powell's removal), the macro landscape is shifting fast—and not necessarily for the better. We break down the data behind the market selloff, explore the impact of “Liberation Day”...

In this episode of The New Barbarians, Bill and Mark dive into the market-shaking fallout from Trump’s latest tariff reversals and escalations. With a 145% tariff on China, retaliatory measures, and a new wave of uncertainty, we unpack the implications of what we’re calling Liberation Day — a moment on par with Nixon’s gold shock in 1971. We discuss: - The breakdown of global trade trust - Why gol...

This week on The New Barbarians, Bill Mann and Mark Connors break down the sharpest two-day market decline since 2020 — and why it might be even more historically significant. From Black Monday in 1987 to today’s tariff-induced turmoil, we explore the anatomy of market meltdowns, past and present. We discuss: 📉 The “one-man crash” and its unprecedented impact 🧠 Why traditional quant models and L...

🔍 Episode Summary: In this jam-packed episode, Bill and Mark break down the storm brewing at the intersection of traditional finance and emerging global trends. With Q1 2025 officially in the books, the markets are reacting to a perfect storm of economic signals—from gold’s historic surge and Bitcoin’s surprising resilience, to Japan’s volatility and the looming impact of Liberation Day tariffs....

Join Bill Mann and Mark Connors on Episode 13 of the New Barbarians podcast as they dive into a whirlwind week of market rebounds, policy pivots, and global economic shifts. From the Fed’s tapering slowdown to Trump’s softened tariff stance, the duo unpacks how these moves sparked a risk-on rally—Nasdaq up 2.3%, Russell soaring 2.6%, and the VIX dropping to 17.46. They explore gold’s surge past $3...

On this episode of The New Barbarians, hosts Bill Mann and Mark Connors dive into the latest market turbulence, drawing lessons from the past to make sense of the present. As we mark the 17th anniversary of Bear Stearns' collapse, we explore the broader implications of the 2008 financial crisis and how it shaped today’s economic landscape. From St. Patrick’s Day market moves to the rise of private...

In this episode of The Deep Dive, we explore the rapidly evolving role of large language models (LLMs) in high finance. Our guest, an expert in quantitative finance and AI-powered investment systems, helps us break down how LLMs are reshaping financial markets, from research and analysis to trade execution. Key Takeaways: - The Power of LLMs in Finance: AI models like ChatGPT and BloombergGPT can...

In this episode of The New Barbarians Podcast, we dive into the latest market turmoil, analyzing the ongoing sell-off and its broader macroeconomic implications. We discuss the impact of delayed tariffs, the Atlanta Fed’s negative GDP nowcast, and whether the U.S. is heading into a recession. With global markets in flux, we examine why European equities are rallying while U.S. stocks sink, the rol...

On this episode of The New Barbarians, we connect the dots between Hollywood, market discipline, and the latest financial turmoil. We reflect on the legendary Gene Hackman, the lessons from Hoosiers, and how his approach to leadership mirrors the mindset needed in investing. We also break down recent market movements, including the latest crypto sell-offs, Trump's unexpected Truth Social post...

In this episode of The New Barbarians podcast, Bill Mann and Mark Connors break down the economic landscape after the first 30 days of Trump's presidency. They revisit their earlier investment outlook, balancing the promise of policy shifts against the backdrop of mounting debt and changing demographics. The discussion covers a range of critical macroeconomic themes, including:- The impact of...

In Episode 8 of The New Barbarians Podcast, Bill Mann, Mark Connors, and Chris Rosa welcome Kevin Jiang, CIO of Virgo Digital Asset Management, to discuss what could be the biggest trade of our lifetime—the U.S. Treasury’s challenge of rolling over nearly $10 trillion in debt. They break down how the Fed’s shifting monetary policy, inflation concerns, and sovereign wealth funds accumulating Bitcoi...

🚀 In this episode of The New Barbarians, we’re joined by Connor Farley, CEO & Co-Founder of Truvius, an SEC-registered investment advisor specializing in systematic digital asset management. Connor shares insights on quant investing in crypto, how Truvius applies institutional-grade strategies to digital assets, and why a systematic approach is key in a rapidly evolving market. 🔥 Key Topics...

In this special episode of The New Barbarians, we're trying something new! This podcast episode is generated by NotebookLM to explore the evolution of portfolio construction and optimization, from traditional methods to cutting-edge machine learning applications. It represents a departure from our usual two-host format as we dive deep into our research. Based on a comprehensive analysis of aca...

🚀 Market Volatility, Trump’s Tariffs, & The Future of Crypto In this episode of The New Barbarians Podcast, Bill Mann and Mark Connors break down a turbulent week in global markets. From Trump’s unexpected tariffs shaking equities to Bitcoin and gold emerging as key safe havens, we analyze the key macro trends shaping 2025. 📉 Key Topics Covered: - Market Recap: January ended strong with Bitc...

In this episode of The New Barbarians, hosts Bill Mann, Mark Connors, and producer Christopher Rosa sit down with Dr. Thársis Souza, a computer scientist, former SVP of Product Management at Two Sigma Investments, and author of Taming LLMs. Together, they explore the transformative role of AI in product management, examining how AI is driving innovation, reshaping team dynamics, and challenging tr...

Summary In this episode of The New Barbarians Podcast, Bill Mann, Mark Connors, and Christopher Rosa dive into the dynamic world of markets on the eve of Trump's 2025 inauguration. We explore the "Trump Trade," discuss how to design portfolios for both strategic and tactical opportunities, and analyze the latest developments in the crypto space, including Bitcoin's dominance, alt...

Summary In this podcast episode, Mark Connors and Bill Mann discuss the current economic landscape, focusing on the implications of recent employment data, Federal Reserve policies, and market dynamics. They analyze Bitcoin's performance in relation to equities and inflation, explore the political influences affecting the cryptocurrency market, and provide insights into future economic predictions...

Summary In this episode of The New Barbarians, Mark Connors and Bill Mann dive into the intersection of technology, finance, and investing. Celebrating Bitcoin's 16th birthday, they explore its origins, the role of central banks in asset inflation, and the current crypto market cycle. The discussion transitions into the impact of AI on investing, including its use in quantitative strategies, effic...

In the inaugural episode of The New Barbarians podcast, hosts Mark Connors and Bill Mann discuss their backgrounds in finance and the evolution of markets, particularly focusing on the rise of Bitcoin and digital assets. They explore the changing landscape of Wall Street, the impact of technology on investment strategies, and the importance of understanding blockchain technology and smart contract...