Eric Jaffe

CEO @BCAResearch. Investment research, macro, leadership, dogs, constructive debate, and foreign affairs.

[Eric Jaffe @mrericjaffe]

Dream Team @bcaresearch #BCABigPicture2025

[Eric Jaffe @mrericjaffe]

Congrats @Geo_papic and let's go @bcaresearch!

[BCA Research @bcaresearch]

A new role for a new chapter at BCA.

Marko Papic has been appointed BCA’s first Chief Investment Strategist.

Watch CEO Eric Jaffe and Marko discuss what it signals about the future of BCA.

More to come soon.

@Geo_papic @mrericjaffe

[Josh Hart @joshhart]

FROM NOW ON ADDRESS ME AS CHAMP! 🧡💙

[Eric Jaffe @mrericjaffe]

Two great New Yorkers

[Mike Bloomberg @MikeBloomberg]

Our second meeting went a little smoother. Huge congrats to my new friend @AlvaradoJose15 and the @nyknicks on their historic comeback. Don't ever count NYC out. One more to go. Let's Go Knicks!

[Mike Bloomberg @MikeBloomberg]

Our second meeting went a little smoother. Huge congrats to my new friend @AlvaradoJose15 and the @nyknicks on their historic comeback. Don't ever count NYC out. One more to go. Let's Go Knicks!

[Eric Jaffe @mrericjaffe]

@KnicksLead A little salty but optimistic and positive

[Eric Jaffe @mrericjaffe]

@adam__xyz Definitely not saying any of us quaint ol humans should quit writing. Just that AI writing quality, which right now is inconsistent, is likely to improve dramatically relatively quickly.

[Eric Jaffe @mrericjaffe]

@JVlasto @KnicksBeast Will proudly wear my Bridges jersey in support for game 4

[Marko Papic @Geo_papic]

Promise the Moon (Regime Change), get to the roof of your house (JCPOA 2.0).

[Eric Jaffe @mrericjaffe]

@willahmed Big fan of Whoop, congrats @willahmed

[Eliot A Cohen @EliotACohen]

A bit saltier than usual, but richly deserved. If you would like to follow my articles regularly, click the red follow button at the bottom of the article. You will be notified automatically when one drops. @theAtlantic https://t.co/ACQZgmllFH

[Eric Jaffe @mrericjaffe]

@markoinny @markoinny I run BCA Research and I’d like to speak with you. How do I get in touch?

[Garry_Evans @Garry_Evans]

Peter Berezin at #bcaconference2025 “AI is like my border collie. I can teach it a lot but not how to play chess. AI has read everything but is not good outside its domain.”

[Eric Jaffe @mrericjaffe]

Anastasios Avgeriou and @Geo_papic holding court with BCA clients #BCAconference2025

[BCA Research @bcaresearch]

🚨 tomorrow 🚨

#BCAconference2025

💡THE BIG PICTURE. NYC. 💡

[Eric Jaffe @mrericjaffe]

@Garry_Evans The brain trust has descended upon New York!

[Garry_Evans @Garry_Evans]

Today’s BCA Live & Unfiltered looked forward to the #bcaconference2025 tomorrow. Stay tuned for updates on what we discuss.

[Eric Jaffe @mrericjaffe]

Nobody convenes better than @Bloomberg.

I had the opportunity to speak at their AI in Finance Conference in New York last week, and attend a lunch beforehand with CEO Vlad Kliatchko, CTO Shawn Edwards, and a small group of leaders in the asset management space. I also got to meet the man himself, Mike Bloomberg.

One theme I took away: leaders in financial services think that AI will mostly be a force that empowers - rather than replaces - humans in our industry. And I believe that in an AI-saturated world, credibility may become the scarce asset.