Frederik Hermann

Goes without saying, all opinions are own.

[Frederik Hermann @fvhermann]

@EpsilonTheory Such a gold movie, BTW

[Frederik Hermann @fvhermann]

@Geo_papic Great show again! spotify deal is imminent. If you can squeeze more out of your crazy calendars, would be very cool to hear thoughts on historical events. Maybe that covid episode? Or GFC (from a political POV) wd be v cool! Mr kennan wd surely like a US/Philippines 1899 episode

[Frederik Hermann @fvhermann]

@Geo_papic (Air) Serbia coming through the geopolitical craziness

[Frederik Hermann @fvhermann]

@moreproteinbars @OneHotCode1 🙏🙏🙏

[Frederik Hermann @fvhermann]

@OneHotCode1 @shortbelly @donnelly_brent Fx vols are the best vols. Just saying. Very few courses in "how to grow your wealth exponentially understanding vanna and charm flows" (no that I understand them, though)

[Frederik Hermann @fvhermann]

@OneHotCode1 @Alpha_Ex_LLC @Alpha_Ex_LLC and @OneHotCode1 I smell great podcast episode right here 😜

[Frederik Hermann @fvhermann]

@OneHotCode1

[Frederik Hermann @fvhermann]

@perfiliev Yeah. He will stay full term!

[Frederik Hermann @fvhermann]

So no referendum offramp? @Geo_papic @JacobShap. Great podcast by the way! Should get spicy (before it ends with some military base agreement that was basically already covered in the 50s agreement).

[Clash Report @clashreport]

Greenland’s Prime Minister Jens-Frederik Nielsen:

If we have to choose between the United States and Denmark here and now, we choose Denmark. We choose NATO. We choose the Kingdom of Denmark. We choose the EU.

[Frederik Hermann @fvhermann]

Hi @HelenHet20 and @LukeGromen. Have you two considered getting on a podcast together? I think it would be a fireworks of a conversation on energy system, and geopolitical and monetary systems. Maybe @fejau_inc or @HiddenForcesPod could make it happen ;)

[Frederik Hermann @fvhermann]

@OneHotCode1 Bookmark and read this thread every qtr.

[Frederik Hermann @fvhermann]

@JacobShap @Geo_papic Too many lofty ideas. Too little rebalancing of Europe in Paris treaty. Not easy setup but wasted opportunity imo. Anyway, great two hours of podcasting!

[Frederik Hermann @fvhermann]

@Geo_papic and @JacobShap . Great two hours on the presidents. what about Wilson? I mean tough setup, but kinda set the stage for 20 years later…

[Frederik Hermann @fvhermann]

@Thomasslabbers @MargaryanNerses @fvhermann this is super interwtong

[Frederik Hermann @fvhermann]

@bennpeifert I owe you about a hundred drinks when you get to Paris be day.

[Frederik Hermann @fvhermann]

@vtchakarova Looks like we're getting there even though it was pretty bumpy. Still need to see how the China negotiations shake out in the end fgo.

@countdraghula has similar take on recent news https://t.co/n0KgJ3ZVjk

[Frederik Hermann @fvhermann]

@BobEUnlimited Hey @BobEUnlimited. Huge fan of your work in the public domain!! Been thinking abt income led vs credit led expansion. Couldn't you argue that the current income led expansion is largely "just" a "government credit led"-expansion? Or where is the income coming from?

[Frederik Hermann @fvhermann]

@bennpeifert @jam_croissant Nice specs, Benn. Where dey from? Also, of course, great podcast. Curve trades galore. But yeah, specs very nice.

[Frederik Hermann @fvhermann]

@freyabeamish @JackFarley96 Is it possible to read the paper somewhere?

[Frederik Hermann @fvhermann]

@RyanBir42329490 @Geo_papic Which episode?