@__paleologo @tylercowen Her book was sort of overrated by the podcast - it was disappointing.
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Dave Blob
633 posts
This old @tylercowen podcast with Annie Jacobsen. It is so good because they challenge each other on ideas and facts, have fundamentally different reasoning processes and have an excellent conversation. I listened to it twice. Some of the podcasts that have stayed with me the longest have been by Tyler, @dwarkesh_sp , @EconTalker for their intelligent objecting.
open.spotify.com/episode/6vWuBx…
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@BobEUnlimited @oriental_ghost @grok He lost me at longs out number shorts by 3:1- it’s a future, right???
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@oriental_ghost @grok whats the notional gross position size of this market?
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SHFE's gold bulls continue to increase their holdings in various months contracts, and suppress short positions by more than three times. The market has reached a consensus that gold will surpass $10000 in the near future!
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@dampedspring I think STRD is the one to watch - iirc, it's non-cumulative, so one might expect it's div to get suspended first. Price action isn't great!
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Down half a years dividend in 3 weeks. Only dopes and cultists buy $STRC at par
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Across the 6 European mkts that report daily auto registrations, $TSLA's Jan. 2026 sales declined -42.6% YoY & collapsed -88.5% sequentially. In short, this is not volatility around a stable base but an ongoing European demand unwind, with no evidence, yet, of a bottom.
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I didn't buy his course but he gave it the old college try
Kevin Mak@KevinLMak
On a plane with @bennpeifert to Vegas. Here’s my big chance to pitch him on my options selling course. Wish me luck!
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Bought all the variance swaps from one of the partners of Long Term Capital Management
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@mikeandallie @bennpeifert I think Warren Buffet might have understood it too, though to be fair, more an investor than a trader!
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2/3 One was the pricing for long-dated puts with and without collateral. Here I had a good mental model, but Ole's talk connected the dots on the theory for me. Really only two traders that I've interacted with understood these trades - @bennpeifert and John Seo at Fermat.
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1/3 An old FB memory from today is running across this old Ted Talk by @ole_b_peters
This talk connected several things from my work experience that I'd mostly understood, but had never found a good way to explain.
youtube.com/watch?v=LGqOH3…
YouTube
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@BurritoEveryDay @Ksidiii Don’t worry, when spot is down, you know what’ll happen to vol…
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I think a lot of trading interview questions are silly, personally speaking (just my opinion). So my way of interviewing can be a bit different.
One interview question I’ve asked junior traders in the past is the following:
There have been several instances in my career where I purchased deep out of the money call options and made more than 5X the value as the broader market began to crash hard.
Is that statement true, or am I lying? If it is true, how can this outcome occur despite the underlying spot price moving further away from the strike at a rapid rate.
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@salr_nyc @mean_field_zane Insert dollars priced in silver or gold graph (hah, j/k)
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Crashing the dollar will be the single greatest tragedy in the history of this country. It will completely destroy its power and wealth and ruin hundreds of millions of lives. If Republicans want to exist as a party in three years and preserve a single conservative accomplishment, they must put a stop to the madman immediately.
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@QuiteMidlife @idoccor Name brand professors must provide some of the draw for top academic universities though, no? I'm thinking of things like taking linear algebra with Strang @ MIT, non-linear dynamics with Strogov at Cornell, etc.
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@Scaramucci Didn't the population growth outpace gold mining by a substantial amount? There's just less gold per-capita as population increases.
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The dollar didn’t just weaken — it quietly robbed you. Down 28% in five years.
My parents bought their house in 1962 for $16,000.
Back then, gold was $35 an ounce. That house cost 457 ounces of gold.
Today, the house is “worth” $750,000. Gold is about $3,300 an ounce.
That same house is 227 ounces of gold — half the real value.
Everyone thinks they got rich. They didn’t. The measuring stick got warped.
That’s the scam of inflation. Prices go up, politicians get away with it.
People confuse bigger numbers with more wealth.
A million dollars today feels impressive — until you realize it’s the purchasing power of about eighty grand in 1970.
You’re not richer.
The currency is weaker.
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@bankingslut @__paleologo The "men" sign on the bathroom is a little odd if this is a house, no?
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@__paleologo That’s your house. For a minute I was like what type of shop are they running
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In the Jackson Hole office we have skis, Milo, and math. And bbg. Not much else needed in life.
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@bennpeifert i bet you never traded an option in your life
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@bennpeifert I can just imagine the long line of quants hoping to make 75k + bonus. Surely attracting the best and brightest!
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LARP wants to hire LARPs to build a paid course to teach quanting on twitter
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@bennpeifert What did the rest of the article say? Will you stick to exchange listed crypto?
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Welcome to Kunal Mehta and Wahid Khosrawi who will be championing QVR's crypto derivatives business. Kunal worked for me 12 years ago at Mariner Coria slinging variance swaps!
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For the most part, if you gave a trader tomorrow's newspaper in advance, it would not help them make money, with the exception of a few highly relevant events/announcements (Fed decisions etc.)
Ramp Capital@RampCapitalLLC
New highs tomorrow
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