Episode 214 - Samir Varma & Jon Turek (Trump Tariff Conversation)
Description
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Samir's Links: https://samirvarma.com/
https://www.substack.com/@samirvarma
Samir is an Author, Physicist, Entrepreneur, Inventor, and Hedge Fund Manager. He has a PhD in Theoretical Physics from The University of Texas. The incomparable E.C.G. Sudarshan was his advisor and Nobelist Steven Weinberg was on his dissertation committee. He is the author of The Physics of Free Will: How Determinism Affects Everything from The Future of AI to Traffic to God to Bees. He is working on a second book tentatively titled, I Wish I Had Known That about economics, finance and politics.
Jon's Links: https://x.com/jturek18
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a PM at Brevan Howard and as an analyst at Moore capital.______________________
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