Tom Sosnoff - Short Vol, Long View | The Outlier Podcast
May 27, 2026 ยท 1h 0m
Topics discussed
Tom's beret history and branding changes
S&P 500 earnings season and NVIDIA stock reaction
AI narrative disconnect: Market highs vs public fear
AI in coding and the 'overhiring' hiring strategy
AI opportunities for traders and doctors
AI hype cycle compared to Bitcoin and data centers
Interest rate risks and market volatility pricing
Short volatility strategies and hedging philosophies
Institutional AI adoption and global market expansion
Bond yields, inflation, and the Fed's dilemma
The transition to 24/7 trading and liquidity
Prediction markets: Fees, regulation, and disruption
Lost Talk platform updates and future fintech projects
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