These are the major topics and ideas we discussed during the 03/10/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Over the past week we’ve had one bank fail (Silvergate) and another forced to raise new equity and start protesting-too-much about how there’s no slow-motion run on the bank (Silicon Valley Bank). The question, of course, is whether these two banks are canaries in the coal mine.
Has systemic risk returned to the banking system?
These are the major topics and ideas we discussed during the 03/03/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The scariest thing about large language model AIs isn’t their fundamental human-ness.
It’s the fundamental AI-ness of human intelligence.
The half-life of just about every major news story is one week.
Barring major new developments, practically nothing captures our attention beyond six.
So how do we stay focused on things that matter for much longer than that?
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
ODTE stands for zero days to expiry, and it’s the catch-all phrase for options that expire the same day they are written.
ODTEs are all the rage, prompting questions on Wall Street like “are ODTEs the tail that wags the market dog?” and “are ODTEs a ticking time bomb for markets?”.
My answer: yes, kinda, but not in the way you think.
He Gets Us gets a lot right about our world today.
But there’s something important He Gets Us didn’t get.