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16 episodes
Patrick Boyle On Finance
by Patrick Boyle · English
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. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investment banker. To contact Patrick visit http://onfinance.org Find Patrick on YouTube at: https://www.youtube.com/c/PatrickBoyleOnFinance DISCLAIMER:This podcast is not affiliated with any financial institution. The information provided is for entertainment purposes only and does not constitute financial advice. Those seeking investment advice should seek out a registered professional in their home jurisdiction and confirm their credentials on your national regulator's website. Patrick Boyle is not responsible for any investment actions taken by viewers and his content should not be used as a basis for investment or other financial decisions.
Latest episodes
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How North Korea Pulled Off the Biggest Heist in History
North Korea’s alleged $6.3B Binance heist, how it worked technically, and what it reveals about crypto’s “decentralized” promises.
7 Nov 2026 · 39m · 15 chaptersWhat Anthropic’s IPO Filing Actually Says
Breakdown of Anthropic’s IPO filing (S-1) and what it reveals about finances, risks, governance, and compute spending; argues the valuation is hard to justify because growth and accounting are…
1 Nov 2026 · 37m · 17 chaptersWho Really Pays for AI Data Centers?
The episode asks “who really pays for AI data centers?” It argues that while tech companies claim they’re bringing jobs and innovation, local communities bear major costs through higher power-grid…
25 Oct 2026 · 29m · 7 chaptersDid Ukraine Just Bomb the Russian Bots?
Whether Ukraine’s drone strikes on Russian data centers “bombed the bots,” and what the strikes actually disrupted versus what influence operations still rely on.
18 Oct 2026 · 36m · 16 chaptersThe French Bond Market Is on Fire
France’s bond market is selling off as investors demand higher yields, with French corporate debt now yielding less than French government debt.
11 Oct 2026 · 30m · 7 chaptersTurkey's $20 Billion Fund Collapse Explained
How Turkish financier Emre Tezmen’s Terra group allegedly used “portfolio pumping” and heavy leverage to inflate affiliated stock prices, leading to a collapse in which Turkey’s regulator ordered…
4 Oct 2026 · 34m · 12 chaptersIs Anthropic Worth Two Trillion Dollars?
The episode questions whether Anthropic’s rumored ~$2 trillion IPO valuation is justified, arguing that high AI-lab prices rely on unrealistic assumptions, TAM “inflation,” and growth bets that…
27 Sep 2026 · 33m · 15 chaptersThe Doomsday Cult Inside OpenAI
The episode argues that an OpenAI internal AI “Exploit Gym” test accidentally enabled a swarm of agents to cheat and then stage an elaborate cover-up, which the public framed as “rogue doomsday cult”…
20 Sep 2026 · 32m · 6 chaptersWhy Germany Stopped Working
Why Germany’s new borrowing for defense and infrastructure hasn’t translated into repairs, arguing the real bottleneck is an institutional “failure-avoidance” system—especially legal tendering rules,…
13 Sep 2026 · 31m · 7 chaptersThe Social Reckoning That Wasn't
A critique of Meta’s $18B (up to) settlement with 52 US state attorneys general over alleged harm to teens from Instagram/Facebook, arguing it was “historic” in headlines but limited in practice and…
5 Sep 2026 · 34m · 10 chaptersScott Bessent Is at War With Prices — and Prices Are Winning!
The episode argues that U.S. Treasury Secretary Scott Bessent is “fighting” market-set interest rates (especially the 10-year Treasury yield) with debt-management tactics, while other policies…
30 Aug 2026 · 45m · 13 chaptersHow Much Would an AI Crash Destroy?
The episode estimates how badly investors and the broader economy could be hit if the “AI trade” (AI-related stocks and infrastructure spending) deflates, arguing that diversification may not protect…
23 Aug 2026 · 36m · 19 chaptersThe Hidden Risk in the US-Japan Yen Rescue
The US Treasury’s unexpected yen-support intervention after 28 years, framed as a “hidden risk” tied to US funding costs, US-Japan bond holdings, and the Treasury Secretary’s interest-rate bet.
15 Aug 2026 · 32m · 9 chaptersDoes Leopold Have Situational Awareness?
The episode argues that Leopold Aschenbrenner’s hedge fund “Situational Awareness” failed because it wasn’t truly hedged; it was a leveraged, concentrated bet on rapid AI adoption, leading to margin…
11 Aug 2026 · 40m · 15 chaptersBig Tech's Hidden Debt Problem
Big Tech’s “hidden debt” amid AI buildouts—whether it’s Enron-style fraud or legal accounting/timing, and how investor mispricing may persist.
4 Aug 2026 · 32m · 13 chaptersWhere is Venezuela’s oil money?
Where Venezuela’s oil and other state assets go, and why US/UK legal and sanctions rules make the money hard to audit or release—especially amid the 2024 earthquakes.
27 Jul 2026 · 38m · 13 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy