derivatives

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about derivatives, oldest first

Oct 22, 2025 negative
Disclosure
Sundheim: D1 Capital does not use derivatives due to timeframe risk
“I don't use, I really don't use derivatives at all. The problem with derivatives is like, look, At the end of the day, when you break down, what is a derivative? It's just leverage and implied volatility. Like, if I want leverage, I can go, you know, get lever…”
Dan Sundheim Oct 22, 2025 ▶ 39:56 Dan Sundheim of D1 Capital on the art of public market investing
Mar 17, 2026 positive
Disclosure
Lopes Lara: Kalshi is developing derivatives for luxury watches and collectibles
“One thing that we're very excited for, we're actually starting to go in the direction of, for example, things like watches and bags and all of those things are like more going to the collectible side. They're actually able to do derivatives on those things.”
Luana Lopes Lara Mar 17, 2026 ▶ 40:06 Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
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