SpaceX, Europe's China Problem, and the Populist Backlash | Patrick Boyle
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What's up everybody? My name is Demetri Kofinas, and you're listening to Hidden Forces, a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus narratives and learn how to think critically about the systems of power shaping our world. My guest on this episode of Hidden Forces is Patrick Boyle, the founder of quantitative hedge fund Palomar Capital Management, a professor of finance at King's College London, and Queen Mary University of London, and the host of the highly acclaimed and watched Patrick Boyle on Finance. Patrick and I kick off the first hour
Thank you for having me back. It's so much fun coming on.
Yeah. It's great to have you back on my friend. It's been not that long. Well, I guess it's been a bit. The last time I saw you would have been in December, I think.
Yeah, yeah. That sounds right. Yeah. Then probably a year or two before that. So, yeah.
Right. And you were last on the podcast, I think actually in January of this year. So not that long ago, but a lot has happened since then and we have a lot to talk about today. For those who don't know who you are, you're the founding partner at Palomir Capital Management, a quantitative hedge fund, which you sold in 2018 and remained on the board until 2020. You're also a professor at King's College London and Queen Mary University London, where you teach financial derivatives, portfolio management, and classes on financial history to master's students. You've been on the podcast twice befor
Yeah. It's a ton of fun. It's weird to me because obviously you start these things out and you have like five viewers and they're your students from the university. Then it sort of gradually grows and one day you're kind of like, Wow, that's kind of a big group of people.
Yeah. It's amazing. So one process question, Patrick, and then we're going to dive into a bunch of topics that I want to talk about today. So in terms of process, you put out a lot of videos, and these are monologues. Some of them go forty minutes or more, but most of them are around half an hour. They're disparate topics, but you dive deep into them. So I'm just curious, how do you manage your days so that you're exposed to so many different themes and narratives and conversations, but at the same time find time to dive deep into subject matter?
I guess I just consume a lot of media. I'm a big listener to your podcast. I listen to probably about three or four good podcasts. I read an awful lot of news. And then I guess I also just the friends I talk to and whatever, people bring up topics that interest me. But it's always a bit of a funny thing because I kind of work all week, I make a video, I release it. You feel great for a day or two and then you're like, Oh, I need another idea now. There's some of them and the week is moving on and you're like, I've really got nothing. And then kind of grip on something. I don't know, even recen
And that's always the best way to do it, to focus on what you find interesting and just have faith that that's going to be something that's going to interest enough people to make it viable. In your case, that's obviously not a problem. One of the stories we're going to talk about today is actually a story I told you I was thinking about it, I was like, This is not a subject that you've covered in the last six months, but I was like, This is a Patrick Boyle video, which is the populist data center revolt. Comes on the heels of the governor of New York's moratorium on hyperscalers. So we're goi
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