(redacted) DeGen

9.9K posts

(redacted) DeGen

(redacted) DeGen

@RedactedDeGen

Magnanimous - @peterschiff’s alt

Katılım Mart 2021
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@EconguyRosie Gonna be stagflation. Everyone thought we were gonna be in the roaring 20s but we’re gonna be in the 70s instead
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@jjmaples55 NBA had owners who were willing to lose money to build the league. No one wants to fund the WNBA but they guilt the NBA into doing it or else they claim sexism
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@marcorandazza Are they gonna do MLK next? He was at so many sex parties that statistically there had to be minors there
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@ByMikeBaker Are they gonna do MLK next? He was at so many sex parties that statistically there had to be minors there
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Mike Baker
Mike Baker@ByMikeBaker·
Hours after the release of NYT report: San Francisco is moving to change the name of Cesar Chavez Street. Arizona is canceling state observances of Cesar Chavez Day. The United Farm Workers of America, which Chavez co-founded, called off its Chavez birthday celebration.
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49 year old fandom elder
49 year old fandom elder@powcampsurvivor·
i really dont get sabrina carpenters thing. the aesthetic is like shes a sexy cartoon mouse who acts like a prostitute and also a baby. all of the songs are about how she needs to get stuffed by some oaf and they all sound like say so by doja cat but 70% worse
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@JRogrow Every 95 year old on his deathbed says he wishes he’d worked 6 hours on Sundays 50 weeks a year
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John Rotonti Jr
John Rotonti Jr@JRogrow·
“I just outworked people…I started working Sundays. I worked Sundays from 2006 or 2007 through 2020 and I worked six-hour Sundays on average, and I learned if you work six hours on Sunday and fifty Sundays a year, that’s 300 hours. 300 hours on a 50-hour work week is six weeks. So, if I’m working 13.5 months a year to somebody else’s twelve months, it doesn’t matter how good your process is or how smart you are, you are not going to beat me to the ball. And in a knowledge research business you end up compounding knowledge value, which makes you faster and so your 13.5 months in 2011 is not as effective as in 2013 which is not as effective as in 2015 because you are compounding knowledge, which shortens your time-to-answer and shortens your time to alpha or relevance.”
Ethan Kho@ethanrkho

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc @CarbonArcAI) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha

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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@Jojobeef31 @FindJimClair @AJA_Cortes Yes it’s much easier to get strong than shredded. If you don’t care about leanness it’s easy to get lifts up. This is coming from someone so SBD 505/545/365 at way under 200 lbs That wasn’t difficult. Staying ripped year round is
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Jim Clair
Jim Clair@FindJimClair·
I recently started training at a bodybuilding gym. I used to train at a famous bodybuilding gym just outside of Denver for nearly 10 years. Then the last 6 or so years I was at Starting Strength Denver, then SS Boise, until we moved back to CO. First, I loved that old bodybuilding gym, I was there consistently for years. I was 195-200lbs BW the whole time. I was super lean, usually around 10-12% bf, abs - essentially the ideal according to many fitness personalities and corners on here. I got a few hello's and knew some of the guys and gals, but mainly it was just because I was there a lot over the years. I never did any impressive lifts. I dated a gal for a bit who competed in the bikini division. I was consistent. But I was probably known as that guy who skipped rope after a workout, This gym also had a ton of other people training, pro athletes, BJJ and MMA athletes, runners, strongmen, powerlifters, and so on. I left when I started Starting Strength in late 2019. At SS I went from 195lbs up to 262.4lbs BW. My squat PR 645, Deadlift 655, Bench 382.5, Strict Press 222.5. I'm currently at the tail end of a cut, I'm 232.8. And I'm a new dad. Despite what a lot of people claim with certainty wha SS can't do or why deadlifts and squats are trash for hypertrophy, I went from no traps to traps with DL, squats grew my legs and a lot of my back, and press and bench, plus accessories grew my arms. Big fitness accounts on here claim those lifts are pure trash, but they fundamentally changed my physique and my physical health. At the new gym, the clientele is much of the same as the old bodybuilding gym. What shocked me is instantly the amount of respect thrown my way. I always he fist bumps, introductions, and I get competitive bodybuilders asking about my leg routine. One even asked on my traps. I have BJJ and MMA guys asking me questions on how I do my squats and deadlifts for form tips. Runners, climbers, bodybuilders, etc. all throw the respect. The powerlifters ask questions, they know of Rip and SS but only the basic NLP and are intrigued with my accessory exercises and rep schemes on regular lifts. The bros are way more social, even the young guys. I'm not lifting anything crazy with my program tailored to my cut and being a new dad. I did hit a volume PR at this bodyweight on dynamic squats (slow down, fast up, 90-120 seconds of rest between sets) , 500lbs for 8 sets of 2. My deadlifts are in the low mid 500s, keeping it easy. Upper body work is mainly accessory, banded and block work, various press schemes. But after being away from a bodybuilding gym for years, and from most big box gyms, and seeing fitness twitter dump all over barbell training, how trash it is, how you can only get fat or break your back on it - it was what I saw. I knew it wasn't reality. When I walked into this gym, I expected to just be the guy for a few months there who trained before the home gym was built. I got the opposite. The nods, the fist bumps, the ball busting, the questions, the "damn that's strong" from the guys. I never expected to get asked for tips and advice either. It made me realize the dudes trashing barbell training on here are complete wimp weirdos with personal fitness insecurities mixed in with their cluelessness. Also they fear a lot. The whole "no man should be more than 200lbs" crowd tells on themselves. At 232 I know I have way more of a presence than 195 with no traps. I get way more respect. And in a good gym, it doesn't resemble the trash talking on here. The respect is everywhere for guys who put in the work and do it well. It's an unwritten bond that happens. It's wild to see the spite on here but great to see it's the opposite in the real world with the dedicated fitness bros.
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@alanthefisher Usually people are against it because it’s costing like a billion dollars a mile and they still can’t build any of it I’d love to connect SD to SF on high speed rail if it’s done on time without kickbacks and corruption
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Alan Fisher
Alan Fisher@alanthefisher·
there are so many astroturfed conservatives against CAHSR because the second that there is a working train between 2 cities in the US that can hit 200mph it is fundamentally over for the argument of "that doesn't work here" The oil lobby will do everything possible to stop that
Central Valley Politics@CV__Politics

just learned there are actual living humans who believe the california high speed rail project will ever be completed LMFAOOO

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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@TristinHopper You kill like 20 of the worst criminals on livestream and say this is going to be a weekly occurrence and crime suddenly stops
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Tristin Hopper@TristinHopper·
Root causes, compassion and empathy. Haha, just kidding. Take the, like, 300 guys committing all the crimes everywhere and put them in jail forever. That's literally it. That's the fix.
Stilicho@Stilicho275977

@TristinHopper How would you go about "fixing" crime? Suggestions?

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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@TheSalonDon Stick to tanning booths. Macro doesn’t seem to be your forte We’d nuke entire countries before we get even close to any of those scenarios
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Tanning Salon Don
Tanning Salon Don@TheSalonDon·
I’m shocked how oblivious people are We have no way to open the strait. Iran will keep it closed for months Gas is going over $8.00 SFO to LAX over $2,000 rt Anything that goes on a truck will increase exponentially and inflation will be 50%+ That’s the upside case If Iran is smart they demand all oil is priced in Yuan from now on Petrodollar countries have no choice but to agree or keep getting bombed by Iran US loses reserve currency Now suddenly our debt means something We can’t just print money anymore Either taxes go to 80% or we have to seriously cut the government We’ve never cut the government All major industries and rich people leave Economic downward spiral and likely World War 3 with China/Russia/Iran
Tanning Salon Don@TheSalonDon

The “Petrodollar” is a system enforced by the US military that makes oil priced in USD That means every country needs to exchange to USD and have USD reserves to buy oil Which allows the US to print trillions with minimal inflation If that is challenged. Your middle class life is over

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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@nazzobetweeting Yes but those people grew up in an adjacent culture. They don’t say hiya!, dontchaknow, and eat skyline chili
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nazzo
nazzo@nazzobetweeting·
i always think it’s funny that the midwest is the #1 place that gets thrown under the bus when it comes to “transplant” discourse lol. i guarantee you’re more likely to interact with people who moved here from surrounding suburbs in new jersey or connecticut or long island/westchester than the proverbial Girl From Ohio
Sofia@sofiabrry

@nazzobetweeting Native New Yorkers are leaving, so it’s dying. Midwest gen-z moving in.

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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@DancingEddie_ These guys were working 18 hour days for 15 years so their health and personality are both nonexistent If you know how to juggle health, relationships, and money, life only gets better till you’re close to dead
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Andrew Yeung
Andrew Yeung@andruyeung·
My new favorite NYC life hack: take Ubers for ~50% of the price It’s called Empower I took a car from Manhattan to Newark during peak time. It cost $61 (usually >$120) What’s the catch? I looked into it: Drivers pay a monthly subscription fee to be listed on the app. In return empower takes no cut (vs 30% from Uber) Drives set their own prices So legally they are not a ride share biz but a marketplace Founder is a lawyer who interned at the White House. He figured this out! P.s. this is NOT a paid promo. Just had a great experience that is all.
Andrew Yeung tweet media
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hope hopes hoping
hope hopes hoping@hopes_revenge·
in 2019 i watched a homeless man lower his pet rat into the mac and cheese at the midtown Whole Foods hot bar and let it eat for a solid 30 seconds before putting it back in his pocket and walking away .
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Heidi N. Moore
Heidi N. Moore@moorehn·
@andruyeung If you're a woman and the driver is sketchy towards you...what does the app say about that? There are concerns beyond price.
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@stockxsucks @andruyeung Ever since I downloaded obi uber has been giving me crazy discounts every time I look up prices then close the app and go back in
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aaron
aaron@stockxsucks·
@andruyeung Empowers been around forever now. It’s cheap but the UI absolutely sucks. Uber One is running a “surge price protection promo and all my rides on there have been cheaper than Empower recently. same route just now on empower vs uber w promo
aaron tweet mediaaaron tweet media
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(redacted) DeGen
(redacted) DeGen@RedactedDeGen·
@burnerusmnt Why would an Italian care that the usmnt head coach is praising one of his players?
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