TradFi Reply Guy
@tradfireplyguy.bsky.social
rates/fx trader sun, tribeca mom moon, macro troll rising
this one’s a bit self correct then?
June 30, 2025 at 11:11 PM
this one’s a bit self correct then?
just used this thread to sound smart at my job ty sir
May 30, 2025 at 3:06 PM
just used this thread to sound smart at my job ty sir
memes, tariff at risk and high beta vs low beta (eg junky) names are up the most today and those would be my thematic factor decomposition of tsla returns.
March 24, 2025 at 8:00 PM
memes, tariff at risk and high beta vs low beta (eg junky) names are up the most today and those would be my thematic factor decomposition of tsla returns.
i look at credit spreads and think they’re tight but also think about how true final stage EM-ification could see corp $ debt at lower abs yields than tsy… esp if selectively default (vs the “print more” that some assume guarantees the principle)
the.one
February 24, 2025 at 2:11 PM
i look at credit spreads and think they’re tight but also think about how true final stage EM-ification could see corp $ debt at lower abs yields than tsy… esp if selectively default (vs the “print more” that some assume guarantees the principle)
imagine
a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
February 21, 2025 at 9:43 PM
imagine
a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
this is a good idea
February 14, 2025 at 4:15 PM
this is a good idea
there was nothing wrong with t3 and we should go back
December 23, 2024 at 6:19 PM
there was nothing wrong with t3 and we should go back
we should go back
December 8, 2024 at 3:53 PM
we should go back
hear the larger “this not a sov spiral” point but spread it to german bonds to see impact - EUR growth/ inflation pxing came off a lot in that time
December 4, 2024 at 10:15 PM
hear the larger “this not a sov spiral” point but spread it to german bonds to see impact - EUR growth/ inflation pxing came off a lot in that time
we should go back to t+3, at the very least
December 4, 2024 at 3:08 AM
we should go back to t+3, at the very least
i agree tbh - kill zombie corps.
November 27, 2024 at 8:40 PM
i agree tbh - kill zombie corps.
i’m AI skeptical but it has helped me write lang i don’t speak. best to ask for small discrete pieces.
project plan gen -> level down components gen -> level down functions/ scripts (one by one) that i can debug indv
can’t do whole hog, but can get you plan and pipes for u to connect
project plan gen -> level down components gen -> level down functions/ scripts (one by one) that i can debug indv
can’t do whole hog, but can get you plan and pipes for u to connect
November 26, 2024 at 6:58 PM
i’m AI skeptical but it has helped me write lang i don’t speak. best to ask for small discrete pieces.
project plan gen -> level down components gen -> level down functions/ scripts (one by one) that i can debug indv
can’t do whole hog, but can get you plan and pipes for u to connect
project plan gen -> level down components gen -> level down functions/ scripts (one by one) that i can debug indv
can’t do whole hog, but can get you plan and pipes for u to connect
really gets the ol noggin joggin
November 26, 2024 at 3:54 AM
really gets the ol noggin joggin
Reposted by TradFi Reply Guy
Everyone's like "The Phantom Menace was bad because the conflict was about space tariffs," but this is wrong. The Phantom Menace was bad because it didn't care about the space tariffs.
November 23, 2024 at 7:20 PM
Everyone's like "The Phantom Menace was bad because the conflict was about space tariffs," but this is wrong. The Phantom Menace was bad because it didn't care about the space tariffs.
pls fix axis label format
November 26, 2024 at 3:37 AM
pls fix axis label format
from april 24.
39:00 he talks about policy and sounds hawkish/ comes out against yellen funding w more bills since 22
my q tho - what was the alternative? issue notes and steepen the curve w stocks already down 20+?
great way to cause the debt panic that you so fear
youtu.be/xENnM4WNWus?...
39:00 he talks about policy and sounds hawkish/ comes out against yellen funding w more bills since 22
my q tho - what was the alternative? issue notes and steepen the curve w stocks already down 20+?
great way to cause the debt panic that you so fear
youtu.be/xENnM4WNWus?...
Trump's Potential Treasury Secretary on Macro Strategy ft. Scott Bessent
YouTube video by Real Vision
youtu.be
November 23, 2024 at 2:46 AM
from april 24.
39:00 he talks about policy and sounds hawkish/ comes out against yellen funding w more bills since 22
my q tho - what was the alternative? issue notes and steepen the curve w stocks already down 20+?
great way to cause the debt panic that you so fear
youtu.be/xENnM4WNWus?...
39:00 he talks about policy and sounds hawkish/ comes out against yellen funding w more bills since 22
my q tho - what was the alternative? issue notes and steepen the curve w stocks already down 20+?
great way to cause the debt panic that you so fear
youtu.be/xENnM4WNWus?...
shockingly competent pick. he knows his stuff; the soros/druck/Duquesne guys are good.
folks forget tho, it’s not like he gets to determine the deficit - that’s for congress.
certainly helps to have a patriotic and competent set of hands (he’s no gaetz/gabbard)
youtu.be/kSBkxsstbVg?...
folks forget tho, it’s not like he gets to determine the deficit - that’s for congress.
certainly helps to have a patriotic and competent set of hands (he’s no gaetz/gabbard)
youtu.be/kSBkxsstbVg?...
What Makes a Great Macro Fund Manager? With Scott Bessent of Key Square Capital Management
YouTube video by Money Maze Podcast
youtu.be
November 23, 2024 at 12:23 AM
shockingly competent pick. he knows his stuff; the soros/druck/Duquesne guys are good.
folks forget tho, it’s not like he gets to determine the deficit - that’s for congress.
certainly helps to have a patriotic and competent set of hands (he’s no gaetz/gabbard)
youtu.be/kSBkxsstbVg?...
folks forget tho, it’s not like he gets to determine the deficit - that’s for congress.
certainly helps to have a patriotic and competent set of hands (he’s no gaetz/gabbard)
youtu.be/kSBkxsstbVg?...
what signs are you seeing? they’ve often looked cheap the past decade
November 22, 2024 at 1:24 PM
what signs are you seeing? they’ve often looked cheap the past decade