40. Wayne Himelsein: 2022 - Year of Unusual Volatility?

In this episode I talk with Wayne Himelsein, CIO of Logica Capital Advisers. 

Wayne is responsible for leading portfolio management and the overall implementation of the firm's investment strategies. Beginning his career as a Proprietary Trader in 1995, and launching his first Hedge Fund in 2000, Wayne has over 25 years of industry experience.

We talk about the following:

• Is time real?
• What is signal vs noise?
• Where to find great quotes?
• 2022- Year of unusual volatility?
• Existential risks to hedge funds.

I hope you enjoyed this conversation with Wayne as much as I did!