PodcastEpsilon Theory PodcastSeptember 30, 2026
The Intentional Investor #62: Jack Raines
Raines argues frictionless information flow (Discord, Twitter) is compressing market bubble cycles into ever-shorter "speed runs."
- Speed-run bubbles: Raines argues near-zero-friction information sharing (Discord chats, Twitter) means market cycles and bubbles now 'speed run' compared to historical bubbles like tulips or 1870s Austrian/German startups.
- SPAC warrant edge: In 2020-21 he traded SPAC warrants (avoiding options time decay) inside an anonymous ~50-person Discord, once front-running Apollo's Fisker deal after noticing a website background change.
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