Today’s picks
careers The rarest people at a trading firm.
The piece appears to discuss uncommon or especially valued types of people within a trading firm.
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advertising Entravision: Another Whale Has Emerged
The piece examines Entravision ahead of its August 4 Q2 report, focusing on the risk that a Hong Kong mobile-gaming customer represented 36% of Q1…
The Value Road
ai Next Financial Crisis Unlikely To Start in Private Markets (Fundamentals Solid!) | Nicholas Brooks
Nicholas Brooks of ICG discusses private credit and corporate balance sheets, arguing that resilient EBITDA growth and stable-to-improving interest…
The Monetary Matters Network
markets Tom Costello: everyone in quant finance is a genius.
Tom Costello says everyone in quant finance is a genius.
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The Value Road Why Every Screen in the Market Missed This One
The Value Road
ai Ex-Balyasny PM: Quant is like Blackjack, Fundamental is like Poker
Ying Hua explains how multi-manager hedge funds combine systematic position sizing, alternative data and discretionary judgment to generate equity…
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The Next Financial Crisis Isn't In AI, It's In US Treasuries | Russell Clark
The Monetary Matters Network
Tom Costello: Sam Bankman-Fried would’ve never been hired at a hedge fund
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A $1.5 Billion Sale Just Re-Rated an Entire Asset Class and Wall Street Hasn't Done the Math Yet
The Value Road
The Next Financial Crisis Isn’t In Banks. It’s In Insurance & Private Credit | Nick Nemeth
The Monetary Matters Network
The Broadcast Land Rush
The Value RoadThe writers we follow
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