Falkenblog
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Falkenblog I listened to a Flirting with Modelspodcast with founder Jeff Yan, where he spoke with Corey Hoffstein, a quantitative long-term equity portfolio manager. Hoffstein's background and demea...
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I was at this year's OptionMetrics conference and it was a nice overview of 13 different papers. One that stood out was Guido Boltussen's ...
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I used to blog to champion some of my pet ideas, usually related to 'low vol' investing or libertarian visitors, and was named one of the...
Falkenblog.blogspot.com news digest
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1 day
Will Perps Replace Broken AMMs?
AMMs are not in equilibrium. While LPs for the top Uniswap pools have become profitable, returns within a rounding error of zero. Most people in DeFi, even those building AMMs, do not understand convexity costs, but as everyone figures it out, TVL will...
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8 days
Dark Spirits and Ancient Aliens
Michael Heiser
Joe Rogan and Tucker Carlson mentioned demonic spirits in a recent podcast, and my first thought was that they need to look up Michael Heiser. He was an Old Testament scholar who spent his career examining how various ethereal spirits fit into our world... -
14 days
Recently deceased philosopher Daniel Dennett called Darwin's idea of natural selection the best idea anyone ever had, a universal solvent that melts away all the problems in biology. Dennet had contempt for Christians, coined the term 'brights' for...
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22 days
How to Eliminate Impermanent Loss
Generally, markets are efficient in that it isn't easy to make above-average returns day-trading, and most mutual funds underperform market-weighted ETFs. Yet historically, in various applications, options have been underpriced for decades. For example...
Domain history
| Web host: | Google LLC |
| Registrar: | MarkMonitor Inc. |
| Registrant: | Google LLC |
| Updated: | June 29, 2023 |
| Expires: | July 31, 2024 |
| Created: | July 31, 2000 |
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