Josh Shapiro

Interested in quant, macro, and AI. Opinions are my own.

[Josh Shapiro @jshap23]

@BobEUnlimited @biancoresearch @BobEUnlimited So what is your hypothesis on today’s move?

[Josh Shapiro @jshap23]

@Noahpinion Don’t do it! Big-think matters to help us frame policy.

[GREG ISENBERG @gregisenberg]

How to stay calm (without any hacks)

This is all you need.

[Josh Shapiro @jshap23]

@concodanomics Good commentary from @jasonfurman on @SoumayaKeynes pod. Recommend a listen. This real budget deficit is concerning.

[Josh Shapiro @jshap23]

@jnordvig 4 and 4o. If I remove the context from 4 and use 3.5, I get one R. There it is.

[Josh Shapiro @jshap23]

@jnordvig Lol. Couldn’t reproduce but clearly a ways to go for our LLM friends.

[Josh Shapiro @jshap23]

All time stock market highs, presidential elections, and inflation com. Last week in Economic news headlines. #EconNLP

[Josh Shapiro @jshap23]

@GolfDigest Overdue for another one

[Josh Shapiro @jshap23]

Foxy at Skyway #njGolf

[Josh Shapiro @jshap23]

@Fullcarry Link to speech? Thanks!

[Josh Shapiro @jshap23]

@NickTimiraos And what if market rents start heating up when OER catches down? Oops!

[Josh Shapiro @jshap23]

Rates, high, and rising. Not ideal. #NLP #economy

[Josh Shapiro @jshap23]

@SpreadThread1 Macrobond?

[Min Choi @minchoi]

Llama 3 just changed the LLM game.

People are finding wild use cases at GPT-4 level. There is a massive movement in the open source community.

10 examples (and ways to use Llama 3):

[Josh Shapiro @jshap23]

@Fullcarry Wealth effect not as big an impact as the income effect.

[Josh Shapiro @jshap23]

@Ritholtz The Social Network. Best of all time, probably The Graduate though.

[Josh Shapiro @jshap23]

@BaldwinRE @IMD_Bschool @alanbeattie @jasonfurman @JustinWolfers Brilliant. Thanks for sharing.

[Josh Shapiro @jshap23]

@HighyieldHarry Margin Call. Parody as the music never stops.

[Josh Shapiro @jshap23]

@RampCapitalLLC It’s not zero and still low. Thanks New Zealand.

[Josh Shapiro @jshap23]

@A_V_West @RampCapitalLLC Except if you had insurance specifically for people who drive off of the road and into your house…. Shouldn’t be so angry.