OnlyFund ( top 0.01% on Bloomberg IB)

Mercenary at your local Multistrat hedge fund. HF recruiters' wet dream...
In between gardening leaves.

“Vega hurts, gamma kills” - Lehman's floor (circa 2003)

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

Pinning that to my profile...

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@choffstein I can assure you that I will never block you fwiw

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

you know you maxed out your coding time when n_jobs starts turning you on

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@tradeWerkz @bennpeifert first - he may have lost "other people's money" after making them hefty returns over the years, that's called running a hedge fund

2nd - not sure how that has anything to do with the fact that he explained lengthily about the hows and why's of that loss

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@carbonreports very nice

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

I remember that when I was a junior trader (about 20 years ago), I was constantly consuming market, modeling, and strategy knowledge around the clock — reading, testing, building, experimenting, you name it...

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@choffstein It turned into a soap opera

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@choffstein @EricBalchunas Smart beta just sounds better than dumb alpha

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@GRoditiD @macrocephalopod @markovschainsaw @LONGCONVEXITY There is a clear negative correlation between your edge/alpha as PM and your guest appearances on podcasts

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@GRoditiD @macrocephalopod @markovschainsaw @LONGCONVEXITY i agree, which makes it both boring and profitable at the same time

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@morechocoftw123 Only few of my hires were smart enough to leverage on the knowledge I shared with them

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@morechocoftw123 I agree... When I started around the GFC it was amazing and gradually became less interesting, yet paying the bill every single year... I guess juniors nowadays are after other things and don't wanna be grinding

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@macrocephalopod @LONGCONVEXITY maybe i'll start fx substack after i'm done with trading

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@liquiditygoblin @larpcapitalwc @BetaExpensive @LONGCONVEXITY fx is weird. period.

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@larpcapitalwc @BetaExpensive @LONGCONVEXITY @liquiditygoblin this and Hull (RIP) were my bible equivalent when i got into the business

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@larpcapitalwc @BetaExpensive @LONGCONVEXITY my scope is very niche with fx vol buy the old uwe wystup book about FXO and structured products is a good book

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@eyshu_tw @Zhou180 Mostly on the job use every chance you get to learn the niche you're working on (or expand to other areas), speak to quants, senior traders, build your own toolbox and be all in into learning the business

don't have some specific checklist

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@prometheuus0 I know

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@BetaExpensive @LONGCONVEXITY not my cup of tea... zero actionable items for fx trading

[OnlyFund ( top 0.01% on Bloomberg IB) @OneHotCode1]

@stockthoughts81 please find me about fx vol also