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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 2 of 2

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AlternativesEquityFinance
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Knowledge BytesMarkets & InvestmentsOption PricingPE/VCPodcastQuantSIG

Option Pricing Theory Made Simple | A Quant’s Perspective | Susquehanna International Group

"00:00:12 If there's no arbitrage we get a formula So we win mathematically speaking... If it's violated we make free money Also good Either way we win." - Doug Costa (Framing the foundational mindset of quantitative trading)

"00:03:16 It's a fundamental principle of finance 101 that the value of a…

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UJ
Mar 2, 2026
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2008 Financial CrisisCDOsExplainer
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FinanceHistoryKnowledge BytesMacro / EconomicsMonetary PolicyPE/VCPodcastSIG

A Quant's Perspective on the 2008 Financial Crisis | Susquehanna International Group

A very good lecture by Doug Costa (SIG) on the financial architecture and mathematical miscalculations that led to the 2008-2009 Global Financial Crisis

"00:52:01 ...they got in the habit of using these. That's anchoring, mental habit. But what if they [correlations] were actually higher?" - Doug Costa (On the danger of traders relying on historical…

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UJ
Mar 2, 2026