Evan Jo

Assistant Professor of Finance at @SmithBusiness @queensu, studying how to best measure, price, and share risks in capital markets

[Evan Jo @_Evan_Jo]

@AdrienMatray 1) replace large files in git with symlinks that point into Dropbox, and 2) did not realize people were putting Git repos INSIDE Dropbox 😱

[Evan Jo @_Evan_Jo]

@kevingu Query your file system directly? https://t.co/H5vRrMYakw

[Evan Jo @_Evan_Jo]

💯. For use case 2, saying Claude Code will replace spread sheets is like saying 3D printers will replace legos.

[Dan Hockenmaier @danhockenmaier]

The reason this is so divisive is that there are two very distinct uses for spreadsheets:

1/ "mini software" - dashboards, inventory trackers, marketing attribution

2/ a tool for understanding something - financial models, ROI models, scenario models

AI will replace spreadsheets for the former because as is well put in this tweet, they are just janky software

But it won't replace the latter, because the whole point is you have to built it out, tweak it, play with sensitivities to build your understanding of a topic. The output is that understanding, not the actual function of the spreadsheet. AI will still make this better and easier it won't replace the form factor

[Evan Jo @_Evan_Jo]

@mkellerressel @ben_golub @JosephNWalker @nntaleb @azad_champion @OliverXie10 A negative price of Pr_Q(H)=-10% just means I “pay -$.10” (ie receive $.10) on a bet that could win me $1 on the coin flip: clearly a free lunch, which normally does not happen (or last long)

[Evan Jo @_Evan_Jo]

@mkellerressel @ben_golub @JosephNWalker @nntaleb @azad_champion @OliverXie10 Example I use when teaching:

Flip a fair coin, the “P” probability of heads is Pr(H)=50%.

Suppose it costs me $.60 to place a bet that wins me $1 if the coin lands on H. The “Q” probability is Pr_Q(H)=60%. Q measures prices (which may or may not reflect the true probabilities)

[Evan Jo @_Evan_Jo]

@jmwooldridge @teej_m I try to get students to say “bips” and write “bps”.

[Piotr Orłowski @professorpiotr]

🚨#finance #conference alert🚨
There are still a few hours left to submit to the HEC-McGill Winter Finance Workshop!

Discuss finance under 15 feet of pure white snow in early March in Québec's Charlevoix region.

Please retweet!

[Evan Jo @_Evan_Jo]

@alphaarchitect @rodrigocaputo “We sell fruit baskets”

[Michael Ewens @startupecon]

Recruiting season for econ+finance PhDs has begun. You should have a website, but not just any website. Here are some slides that I made for my students -- https://t.co/mVArTaI9gD -- that job market candidates may find useful. What follows is a thread summary. #econtwitter. 1/N

[Evan Jo @_Evan_Jo]

@ryxcommar

[Evan Jo @_Evan_Jo]

@DanStein_econ @lukusem Consider LyX for a word-style WYSIWYG editor that runs on LaTeX underneath.

[scott cunningham @causalinf]

Many students starting out for the first time ask "Which stats software should I use? R or Stata?" The debates have gotten stale so I hired the couple on TikTok again to come in and give their two cents.

[Evan Jo @_Evan_Jo]

@AsafManela @achenfinance LyX locally, Overleaf for coauthors because I don’t need to worry about TeX packages or path problems. Any suggestions for alternatives to overleaf that works well across windows and Unix?

[Evan Jo @_Evan_Jo]

@MatthewPeloza @davidclement @jtb_byatt @MikePMoffatt This. A provincial ban on single family zoning would be great.

[Evan Jo @_Evan_Jo]

@MikePMoffatt Would be great to get a federal or, more likely, provincial ban on single family zoning. Wonder if this ever came up on any party platform.

[alz @alz_zyd_]

Econ/finance untenured faculty: how many hours a week do you think you work on average? Including teaching/dept duties + research

[Francis Davidson @FDavidsonT]

Inside my journey dropping out of college in Montreal, growing a hospitality disruptor out of the Bay Area, going through the worst crisis the industry has ever faced, to now entering the public markets as $SOND.

[Evan Jo @_Evan_Jo]

@FDavidsonT Congrats! I got this in the mail. First time I see colour printing on bible paper. Colour me impressed.

[Evan Jo @_Evan_Jo]

I’ll be using DataCamp for the Classroom to help students learn data science anywhere, any time. @DataCamp provides access to world-class online education for free via this initiative. Find out more: https://t.co/4Sfj9pti9d

[Smith Business @SmithBusiness]

How does #shareholder unrest affect #CEO careers? According to #research co-authored by Prof. Michelle Lee (@leemichk), a lot depends on whether #investors are upset about a company's financial results or its poor #SocialImpact.

Read now @SmithInsight: https://t.co/xPafZvoBVi