Using Social Arbitrage to Generate Alpha

Published on
June 7th, 2021
Duration
70 minutes

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13

Using Social Arbitrage to Generate Alpha

The Interview ·
Featuring Chris Camillo and Quinton Mathews

Published on: June 7th, 2021 • Duration: 70 minutes

Chris Camillo, founder of DumbMoney.tv and social arbitrage investor featured in Jack Schwager's "Unknown Market Wizards: The Best Traders You’ve Never Heard Of", sits down with Quinton Mathews of QKM Advisors to discuss how he has used information arbitrage and social media to spot trends long before Wall Street and build a stunning 20-year track record, compounding at over 80% annually. They also discuss a few current stocks and trends that Mathews and Camillo are bullish on, how they have come to similar conclusions on these trends with entirely different processes, and the areas where retail has an edge because of Wall Street’s blind spots. Filmed on June 2, 2021.

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Transcript

Chapters

  1. 00:01:21
    What is Social Arbitrage?
  2. 00:11:51
    Finding Your Investment Style
  3. 00:14:49
    Two Bullish Angles on Molson Coors ($TAP)
  4. 00:26:15
    Managing Trades in a Social Arb Framework
  5. 00:40:23
    The Global Collectible Market: Funko Inc. ($FNKO)
  6. 00:50:43
    Investing in the Great Outdoors: Camping World ($CWH) and Crocs ($CROX)
  7. 00:58:36
    Identifying Wall Street's Blindspots: Female, Youth, and Rural Trends
  8. 01:00:30
    The Retail Investor Edge