In this conversation, Alan and Rory Semple discuss the intricacies of running Teckel Capital, a systematic investing firm. Rory shares insights into his journey as a technical founder, the challenges of algorithmic trading, and the importance of liquidity and scalability in investment strategies. They explore the role of AI in trading, the realities of customer acquisition, and the significance of maintaining investor trust. Rory emphasizes the need for curiosity and continuous learning in entrepreneurship, while also addressing the emotional aspects of trading and the importance of long-term thinking in investment success.
Chapters
00:00 Introduction to Tekken Capital
02:26 The Origin Story of Tekken Capital
05:22 Navigating the Startup Journey
08:06 Understanding the Investment Landscape
10:57 Customer Acquisition and Fundraising Strategies
13:37 Liquidity and Fund Structure
16:44 Adapting to Market Changes
19:10 Scalability Challenges in Trading
22:24 Daily Life of a Founder
24:59 Algorithmic Trading and Market Analysis
31:30 Balancing Work and Personal Routines
32:26 The Emotional Side of Trading
34:16 Navigating Tough Decisions in Trading
36:15 The Contrarian Investor's Mindset
38:52 Exploring Asset Classes and Investment Strategies
42:03 Future Fund Launches and Risk Profiles
43:57 AI's Role in Capital Markets
48:31 Defining Success: Internal vs External
50:13 Advice to My Younger Self
53:57 Message to Investors
55:29 The Superpower of Curiosity in Founding
