Ricardo, @ricardo_hausman mi admirado amigo de tantos años: te fuiste hace 3 décadas, no has vuelto. Fuiste parte clave del gobiernito de Guaido.
Celebras que la bolsa cayó 30% después de subir 100% como "evidencia" del fracaso de Trump.
¿Y vienes otra vez con “Elecciones Ya”?
Eso ya lo intentamos por 27 años y fue un rotundo fracaso. Ahora hay una estrategia que está funcionando direccionalmente (aunque imperfecta porque esto no es Cambridge, es Alemania ANTES del triunfo aliado) y Trump no es Guaido sino un tipo con un par de cojones...
Te molesta todo esto porque eres profundamente anti-Trump.
Desde Churuguara te lo digo con cariño: revisa el diagnóstico. El tema es more RAND, less HKS.
Me comentan que en los pasillos de la #UCV se vive una guerra sin cuartel, que se están viviendo las elecciones más polarizadas de los últimos años, traiciones van y vienen, mientras que la plancha #AlaUniversitaria está subiendo en la intención de votos.
El problema no es que baje el salario mínimo , el.pronñema es que no suba más, lo cual significa bajar el salario real.
Toda contratación por horas es empeorar la condición laboral de las trabajadoras y trabajadores.
¿Para qué sirve un salario mínimo vital si se va a contratar por horas?
Las inteligencias artificiales no viven una experiencia, no poseen un cuerpo, no pasan por la alegría y el dolor, no maduran en las relaciones ni conocen desde dentro lo que significan el amor, el trabajo, la amistad y la responsabilidad. Tampoco tienen una conciencia moral: no juzgan el bien y el mal, no captan el sentido último de las situaciones ni asumen el peso de las consecuencias. Pueden imitar, pueden simular pero no conocen lo que producen, porque no residen en el horizonte afectivo, relacional y espiritual en el que el ser humano se hace sabio. #MagnificaHumanitas
Humanity, created by God in all its grandeur, is today facing a pivotal choice: either to construct a new Tower of Babel or to build the city in which God and humanity dwell together. In Jesus Christ, this humanity in its grandeur becomes the Way, the Truth and the Life, opening the path for each of us to grow toward fullness. #MagnificaHumanitas
https://t.co/6i9MWs6LJl
“Hire me! I'm a great senior engineer (code monkey)” Hard pass.
Finance bro relying on his “quant guy”? Harder pass.
LLMs will out-do the best engineers and quants. That is the bare minimum.
I want people obsessed with the problem, not the code.
If you’re obsessed with credit, derivatives, real estate, or portfolio optimization, this tweet is for you.
We’re building the most AI-native investment team on Earth. Not a fund though.
I’m not sharing the who or what yet, but here's what I can say: you’ll be investing billions of dollars in your twenties, including all my proceeds from the Capital One acquisition.
A few warnings:
- 996 is easy. Here it’s closer to 8am-10pm-7 days a week. Don’t worry, I’ll be in the office before you arrive and after you leave.
-We pay really well, but we expect even more. You’ll feel overpaid compared to your friends and underpaid compared to how much we expect. And let’s be honest: nobody gets rich out of bonuses. Real generational wealth is built through tax-deferred equity.
- We expect first-principles thinking for everything. And I mean everything. If someone asks you why you’re doing something in this way, “because this is how we did it at my last firm” is not an acceptable answer.
- We expect you to be full-stack. From vision, to building to execution. There is no “support”. If you can't use claude code to support yourself, then wtf are you even doing?
- You’ll be expected to master complex concepts in a matter of days.
- We will pair you with industry veterans so you can leverage their experience. Don’t fuck it up.
Roles we’re hiring for:
- Credit/Fixed income lead - do you think that emerging-market banks bonds provide a great risk reward, but most American investors are scared of it? Talk to us.
- Real estate lead - are you up-to-date on all the new maps for OZs and have no patience for trophy assets that don’t have great after-tax yield? Talk to us.
- Derivatives lead - You're able to represent any view by stacking the right structured payoffs? Talk to us.
- Equities lead - You like stock picking? Save your energy. You deeply understand how risk models work from first principles, how optimizers are god’s gift to humanity and how every stock pick is never good or bad, it's just part of a portfolio? Talk to us.
- Quant infrastructure lead - You’re obsessed with finding specific signals to generate alpha? Save your energy, Citadel is a better spot. You’re into building infrastructure to test new strategies, manage risk and optimize portfolios? Talk to us.
If you think you’re a good fit, email me at [email protected] answering the following question: What about the investment process in the asset class you have the most experience with will most materially change with AI and why?
Happy memorial weekend :)
Estamos asistiendo a un eclipse del sentido de lo que significa ser humano, como demuestra la desenfrenada implementación de la tecnología en detrimento de la dignidad humana. Es necesario recuperar la comprensión del verdadero significado y la verdadera grandeza de la humanidad tal y como los concibe Dios. El desafío al que nos enfrentamos actualmente no es tecnológico sino antropológico, y espero que la Carta Encíclica que se publicará dentro de unos días pueda contribuir a afrontar este reto.
Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."