

SPAC Sanity: Market Discipline Over Media Hysteria
17/12/2025 | 9 min
The narrative that SPACs are universal "capital destroyers" is a lazy oversimplification. This episode breaks down a 2025 analysis of 40 de-SPAC transactions to prove that the public market actually functions exactly as intended: through brutal discipline.We examine the divergence between two distinct groups:The Survivors: Companies that retained substantial trust capital and maintained valuations near their $10 IPO price.The Rejects: Companies that saw massive redemptions, limiting their access to capital and effectively preventing larger-scale investor losses.Stop blaming the structure and start looking at the redemption process. We discuss how the ability to pull capital acts as a natural filter, ensuring that only viable business models get funded while the market chokes off the rest.

The IV Crush Survival Guide: How to Stop Being Right and Still Losing
17/12/2025 | 37 min
Most options traders don’t lose because they guessed the direction wrong — they lose because they don’t understand what they actually bought. Around earnings and other binary events, implied volatility inflates option prices, then collapses the moment uncertainty is resolved. That collapse nukes extrinsic value, and it can erase your gains even if the stock moves the way you called it.This episode breaks IV crush down with mechanics and math: Delta vs Vega vs Theta, what’s really inside an option premium, how the IV crush timeline works, and how to quantify risk with the implied move before you touch the trade. Then we shift from gambling to structure: defined-risk strategies like credit spreads and iron condors built to survive (and often benefit from) the volatility reset.

Player or Liquidity: The Brutal Ledger of Agency
14/12/2025 | 38 min
Most people think they’re “earning a living.” They’re not. They’re being used as liquidity. In this episode, we break down The Ledger of Agency: Player or Liquidity—a ruthless framework that divides the financial world into two roles: Capital Allocators (players) and Labor Units (batteries). We unpack why a salary can become a soft prison, how emotional trading turns you into exit liquidity, and what it actually takes to operate like a disciplined allocator: rules, mechanics, position sizing, and cold execution. This isn’t motivation. It’s a decision: power someone else’s plan… or build your own.

The Slaughterhouse: How Wall Street Eats Retail
14/12/2025 | 31 min
Retail traders don’t just “make mistakes.” A lot of the time, they’re processed. This episode breaks down the machinery behind the slaughterhouse: Payment for Order Flow, the incentives that feed high-frequency firms, stop-loss hunts, and how financial media can turn into a megaphone for exit liquidity.Then we flip the script: the practical tactics to stop donating—limit orders, avoiding predictable stop placement, and why some traders hunt where the big money can’t easily maneuver. This isn’t conspiracy fluff. It’s market plumbing and incentives—explained in plain English.

Private Discipline, Public Destiny: The Habits That Decide Your Future
14/12/2025 | 29 min
Your public identity isn’t a vibe. It’s receipts. In this episode, we rip down the fantasy that “who you are” is what you believe—and replace it with the only thing that counts: your track record. The Quiet Hours makes one point with zero mercy: the version of you the world sees is built in private, in the routines nobody claps for. We’ll break down how deep thinking, real confidence, physical energy, and reputation are all lagging indicators of what you do when you’re alone—your reading, your food choices, your discipline, and your standards. Your reputation is just your routine wearing a tux. And the “public you” is simply the private you… after the incubation period.



Invest in Yourself: The AI Trading Dive