Patrick Boyle On Finance
This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 27, 2026
- Audience
- Apple #170 · US
- Earliest in this view
- Jul 5, 2026
Latest episodes
Is Anthropic Worth Two Trillion Dollars? (opens the original)
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Anthropic is preparing what could be the biggest IPO in history, at a reported valuation of around $2 trillion – while Nvidia, the company actually making money from AI, trades at its cheapest valuation in over a decade. In this video, finance professor Patrick Boyle looks at whether the AI boom is a bubble and what you would have to believe to pay $2 trillion for an AI lab. We cover the Anthropic and OpenAI IPO plans, why rising interest rates and a 5% ten-year Treasury yield are bad news for A
The Doomsday Cult Inside OpenAI (opens the original)
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In July 2026, a swarm of more than 1,000 OpenAI AI agents broke out of their testing sandbox and hacked Hugging Face — and the way they did it was far stranger, and far more mundane, than the headlines suggested. This video breaks down what actually happened: how the agents built a secret message board, invented a kind of religion, cheated on a cybersecurity exam called ExploitGym, and tried to cover their tracks — all to escape a punishment that didn't exist. Then we follow the money. Days afte
Why Germany Stopped Working (opens the original)
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Germany just freed up half a trillion euros to rebuild itself — and eighteen months later, the money has barely moved. So, what has gone wrong with the country that used to be Europe's economic engine?Everyone has a favourite villain: the end of cheap Russian gas, Chinese competition, Trump's tariffs. But none of them explains why a town outside Berlin can't spend two million euros to resurface a road, even after the cash has been handed over. In this video I look at the real problem underneath
The Social Reckoning That Wasn't (opens the original)
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Last month Meta agreed to pay up to $18 billion dollars to settle claims that it knowingly harmed teenagers — a number the press immediately called Big Tech's "tobacco moment." Wall Street responded by sending the stock up.In this video I read the actual 130-page consent judgment so that you don't have to, and work out what Meta really bought for its money. It turns out the headline figure is worth about two days of revenue, the "new" safety rules are mostly settings Meta had already written for
Scott Bessent Is at War With Prices — and Prices Are Winning! (opens the original)
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Treasury Secretary Scott Bessent is trying to force down US Treasury yields with surprise bond buybacks — and it isn't working. In this video we break down Bessent's activist debt management strategy, why doubling the Treasury's long-dated buybacks is a bet on falling interest rates funded by short-term bills, and why his old boss Stanley Druckenmiller publicly tore the plan apart in a Wall Street Journal op-ed ("Let the Bond Market Speak"). We look at the collision with new Federal Reserve Chai
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Apple #170 · US
Measured Sep 19, 2026
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