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Reminder Your brain used to be able to solve this easily and now youre gang gang ice cream so good yum yum

calpers cio

My Dad when I told him at high school that I wasn’t interested in STEM:

Well, this will be the last time the BBC tries to interview a highly competent professional.

Joseph Wang Nick G. Michael Kao Vincent Deluard Nicholas Glinsman Bob Elliott Cem Karsan 🥐 No that is the wrong synthesis of LDI. British Pension schemes were structured to have no leverage overall but the LDI had lots of leverage and the pension fund wrapper couldn't provide mark to market collatarel quickly. BOE provided a 2 week "circuit breaker". Plus the fiscal

hearing rumors that a private credit pod was trying to arbitrage the treasury basis with a ladder attack in the forex repo market and is now blowing up after hitting the 0dte option maturity wall? anyone have color on this?

Christmas ruined

Tech guy in real life: "I like hamburgers." Tech guy on a podcast: "Oh, great question. I mean, if we zoom in from a flavor architecture perspective, I have pretty strong biases toward the hamburger. I just got back from Tokyo and they call them hanbāgās there. Really, really

Historic Vids Robert Downey Jr. visits Wall Street for The Last Party documentary, 1992. x.com/timecaptales/s…

Makes me happy to see one of my old blog posts still being read, liked, and shared. worthwhile.typepad.com/worthwhile_can…

Greatest buy-side slide decks of all time. I’ll start, post your nominations below:

Paul Gambaccini who is pushing for a crackdown on urban foxes reveals the final indignity was when they ‘urinated on the Financial Times’ left on his doorstep

Playing this on repeat all day. Someone remix this, I’d like the beat to drop right after “and I think I would”.

A personal post about dreams and the circle of life: I grew up in a small town in Denmark. I had a keen interest in economics & markets, even before high-school; and I watched CNBC via my parents cable subscription in the 1990s When I met with our study group at the economics

I don’t have to imagine it. And it’s awesome.

It’s hard to imagine Norway’s PM being asked this question in this way. But the answer is quite something.