Systematic Investing in 2025: Trends, Predictions & Bold Debates | Systematic Investor 328

[@simonw.610]

Excellent interview. On the point of Meme Mania 2.0, as Cem says "dispersion of Volatility is here". Clues are everywhere that theres a likely dash for trash... lol. Personally, I dont care to be right - I only want to make money using max convexity... The way IV vol was priced on $GME $AMC, especially $FFIE, and orher high short interest garbage, you make a 1000X return on a 6 month chain the moment there is a regime change (ie Trump victory) and Roaring Kitty pops out to make a few billion as the Chief Circus director... 😂