GAL02: The Blind Spot of AI & UAPs ft. Izabella Kaminska & Dario Garcia Garner
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 28 June 2023
⏱️ 76 minutes
🧾️ Download transcript
Summary
There are few instincts sharper than those of a talented journalist. Izabella Kaminska, founder and editor of The Blind Spot, and her colleague Dario Garcia Giner have those instincts in spades. While still at the Financial Times, on December 10, 2021, Izabella penned a thought provoking article titled Do portfolios have a UAP risk?. Long before anyone was talking about UAP in the financial sector Izabella recognized that this taboo subject could impact markets and was worth paying attention to. That article led to research analyst Dario Garcia Giner reaching out and joining Izabella at The Blind Spot where they continue their work uncovering interesting and important corners of markets that remain overlooked. Listen in as we discuss with Izabella and Dario their perspectives on UAP, geopolitics, and the complexity of understanding and managing risk in a sci-fi like world.
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Episode TimeStamps:
03:33 - What have UAPs even to do with finance?
09:26 - When will UAPs become a common risk disclosure?
15:59 - Who is Ryan Graves and why is he important?
19:15 - Their reaction to Politico article by Chris Mellon
26:20 - Classified information, lacking coverage and the Havana Syndrome
32:03 - A potential for geopolitical conflict
39:13 - The biggest underpriced risk in global markets
44:43 - Conspiracy theories and the weird factor
51:55 - Mass fragmentation and loss of trust in media
01:00:32 - What is happening at the South Pole?
01:06:56 - Inspiration and book recommendations
01:12:00 - Thanks for listening
01:12:39 - Key takeaways from Niels
Copyright © 2025 – CMC AG – All Rights Reserved
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Transcript
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| 0:00.0 | These tensions are getting ever greater. |
| 0:10.5 | There's going to be a point where the public is going to have to approve these things. |
| 0:18.2 | And if they do, that's either war on a massive level or it's a complete shifting |
| 0:24.5 | international norm, because the alternative, I think, is realizing that the American-led |
| 0:33.0 | rules-based order is under threat from different challenges. |
| 0:38.7 | And it's going to be up to us to decide how much we concede to other norms, right? |
| 0:44.4 | So I think that's where we are. |
| 0:47.0 | And either way, our current paradigm is being challenged. |
| 0:51.0 | It's a question of whether we fight or we don't fight. That's how I see it. |
| 0:59.0 | Imagine spending an hour with the world's greatest traders. Imagine learning from their experiences, |
| 1:04.0 | their successes and their failures. Imagine no more. Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, |
| 1:14.7 | so you can take your manager, due diligence, or investment career to the next level. |
| 1:19.3 | Before we begin today's conversation, remember to keep two things in mind. |
| 1:22.9 | All the discussion we'll have about investment performance is about the past, |
| 1:27.1 | and past performance does not guarantee or even infer anything about future performance. |
| 1:32.0 | Also understand that there's a significant risk of financial loss with all investment strategies, |
| 1:36.3 | and you need to request and understand the specific risks from the investment manager about their product |
| 1:41.7 | before you make investment decisions. |
| 1:44.1 | Here's your host, veteran hedge fund manager, Niels Kostrup Larson. |
| 1:53.9 | Welcome, welcome back to another conversation in our collection of podcast series that focuses |
| 1:58.6 | on markets and investing from a number of different and fascinating |
| 2:02.5 | perspective. In the Galactic Macro series, we want to explore and be part of the discussions |
... |
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