Eric Davidson

The Perspective Shift That Changes Everything

One of my favorite quotes comes from Siddhartha by Hermann Hesse:

“We are not going in circles, we are going upwards. The path is a spiral; we have already climbed many steps.”

It highlights a story that plays out over and over again in our lives:

You’re doing the work. You’re showing up. You’re taking... See more

For the active management industry, a door is opening with the emergence of actively managed ETFs. Simply repackaging traditional funds as active ETFs is nothing more than a new coat of paint on a jalopy, and they won’t stop the hemorrhaging from active funds. But if the investment engine is upgraded to HC2.0, and packaged in an active ETF, then... See more

I have also been working on a new product for Stocktwits that connects everything I have learned building community which combines stock picking, crypto/stablecoins, betting, peer to peer functionality, trading and education.

Ted Zhang

@TedHZhang

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9h

Quote for the Weekend:

"All about small losses and big wins. Don’t get into the cult of being profitable every day. Need some home run trades and small losses."

~ @Qullamaggie

With the rise of AI-powered software development, including low-code platforms and vibe coding, robust cloud computing resources, and mature open-source ecosystems, building large-scale software quickly has never been easier. As a result, entrepreneurs are now creating AI-powered vertical SaaS products that combine the functionality of multiple... See more

In 2015, Ash Carter, President Obama’s Secretary of Defense, set out to bring the two communities together. Carter, who had a doctorate in theoretical physics, dispatched a team of officers to the Bay Area to set up an outpost—officially called the Defense Innovation Unit, but known at the Pentagon as Unit X. Its job was to find fledgling... See more

• Elite performers in high pressure arenas - global financial markets, World Cup and Champions League, and the AI race.


• Deep belief in data and information advantage - alpha through data-driven analysis at Point72, analytics-driven innovation in media and sports management at Kosmos, and the real-time knowledge engine at Perplexity.


• Mastery of

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