Samir Varma
Physicist, author, inventor, hedge fund manager, green tech pioneer. Beatles & Pink Floyd fan. I love AI, physics, science, markets, economics, squash, guitar. My book, The Science of Free Will, https://amzn.to/4aMQJD1 is available for preorder.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 89 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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samirvarma.substack.comLatest Issues
Trading 000: Your Thesis Cannot Post Margin
There are old traders, and there are bold traders. But there are no old bold traders. — trading-floor proverb (stolen from the pilots, as traders steal everything that works)
The Wall Street Journal reconstructed the week almost c...
Are You Smarter Than a Chimpanzee?
But set the insult aside, because underneath it is a real question, and it turns out to be one of the deepest questions in biology. For those of us who are smarter than a chimpanzee — what, precisely, is the difference? Not “we have bigger...
The Emperor Has No Benchmark
Somewhere in America right now, a chief financial officer is deciding whether to build a factory. Her analyst has computed the firm’s cost of equity — the return shareholders demand for tying up their money in something as undignifie...
Big If True
On June 2, Tyler Cowen gave a forty-six-page NBER paper a three-word review, and honestly it might be the most Tyler he has ever been. Luckily I was not drinking coffee at that moment else I might have choked on it!
The paper asks whether...
UGH! Undoing Greatness, Halfwits
Closing the Endless Frontier
Two weeks ago I published a battle cry: America Remains Great, Halfwits. I meant every word — the dollar is fine, the companies are the best on earth, and the people who have spent forty years shorting this...
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Physicist, author, inventor, hedge fund manager, green tech pioneer. Beatles & Pink Floyd fan. I love AI, physics, science, markets, economics, squash, guitar. My book, The Science of Free Will, https://amzn.to/4aMQJD1 is out now!
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