HeyJaredOdds on Open
Conversations with leading thinkers on trading and investing.Hosted by Ethan Kho.Produced by Patrick Kho.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Retail Trader vs. Hedge Fund Manager: Where Is the Real Alpha? (opens the original)
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Checkout Flux 4.0 here: https://www.flux.live/flux4/index.html Chris Camillo and Tom Costello go head-to-head on Odds on Open's first every debate episode. They answer a question every trader eventually confronts: who is actually better positioned to take risk — a concentrated retail investor with no LPs, mandates, or career risk, or an institutional hedge fund manager with a two-and-twenty product to protect? Chris, who compounded $20K into roughly $80 million over 18 years using his "social ar
Ex-IMC Semiconductors Quant: AI Is Good Enough to Beat the S&P 500 (opens the original)
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Lihong Wang spent his career as a discretionary options trader at IMC, one of the world's largest market makers, trading semiconductor volatility on names like Nvidia, AMD, and Broadcom. In this episode, he breaks down how a prop trading desk actually makes money: reading order flow to identify counterparties, trading against structured product hedging flows from Asian banks, warehousing benign risk instead of externalizing it, and why correlation blowups — like the DeepSeek selloff and July's d
Hedge Fund Manager Alix Pasquet: How Small Funds Can Outsmart Multi-Managers (opens the original)
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Checkout Flux 4.0 here: https://www.flux.live/flux4/index.html Alix Pasquet, hedge fund manager and Managing Partner at Prime Macaya Capital, breaks down how fundamental investors build durable edge in modern markets. In this episode, Alix explains the three sources of competitive advantage in the investment business — analytical, informational, and behavioral — and why exploiting group behavior beats behavioral finance checklists. He covers what he learned inside a top quant fund (data scrubbin
Greed Makes Markets: Market Making From First Principles With an HFT Quant (opens the original)
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How does market making actually work? In this lecture, former high-frequency trader Annanay Kapila (Flow Traders, Tower Research Capital; founder & CEO of QFEX) breaks down the mechanics of market making from first principles. He maps the systematic trading landscape—prop trading vs hedge funds, HFT vs mid-frequency—and explains why market making sits in the high-Sharpe, proprietary quadrant. You'll learn how a central limit order book (CLOB) works, how arbitrage-free pricing pins down fair valu
22-Year-Old Hedge Fund Manager: “Hedge funds are the least sexy business in the world” (opens the original)
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Checkout Flux 4.0 here: https://www.flux.live/flux4/index.html Noah Kann is 22, running his third firm, and managing capital raised from some of the wealthiest families in America. On this episode of Odds on Open, Ethan Kho sits down with the co-CEO of Venari Asset Management to unpack what a 22-year-old hedge fund manager knows that 20-year Wall Street veterans miss: why running a hedge fund is the least sexy business in finance, why compliance and a well-written PPM are an emerging manager's c
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