Sublime
An inspiration engine for ideas
Olga Serhiyevich
@olgas
In Search of a Steady State: Inflation, Interest Rates and Value
aswathdamodaran.blogspot.com
Equity Markets
Emi Gal • 1 card
Anastasia Savinova
@anastasiasavinova
Arnab Sen
@arnabsen
DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
Lawrence Lundy-Bryan • data-driven VC is over
More Than You Ever Wanted To Know About Volatility Swaps
Explores volatility and variance swaps, their properties, uses for trading and hedging volatility exposure, and methods for replication and valuation using options, while addressing practical challenges and implications of volatility skews.
emanuelderman.comVolatility And The Business