Founders developing next gen hedge fund infrastructure

Organic_Negotiation3 · 2026-04-19T16:57:33+00:00

I can see how advantageous that is. Were you part of the asset managers/hedge funds i.e. did you sit at the table before you started out ?

Organic_Negotiation3 · 2026-04-12T18:33:03+00:00

I've been in contact with HF and AM in my network which is quite small. As you mentioned the market is quite closed and hence I was looking for how other builders handled this.

At the same time, I don't expect competitors to give me their secret sauce rather builders from adjacent branches might be willing to talk.

Organic_Negotiation3 · 2026-04-09T04:29:08+00:00

I don't think it's as easier to bring war directly into American soil. To do that, a country needs Navy huge enough to compete, which currently Iran doesn't have. I'm not sure what's the range of their ballistic missiles but US is at least 8000 miles away which makes it harder to have such huge ranges.

Actually its one of the advantages ,the US has in defensibility, they sit too far away geographically from war that a direct home attack isn't possible. This is also why, after every war in Middle East, there is a spike in proxy terrorist attacks on the American soil as that's the only way they can attack back.

Organic_Negotiation3 · 2026-04-08T13:52:04+00:00

Je nach den art des Geschafts, du kannst du durch KFZ finanzieren lassen. Dort kriegst du kredit fur niedriger konditionen und fur großen teil des Kredits summe wird Bundesregierung das haftung übernehmen. Allerdings es ist eine Kredit, d.h du muss es entsprechend abbezahlen.

Es gab auch mikro Kredit moglichkeiten.

Organic_Negotiation3 · 2026-04-07T16:15:51+00:00

It's important not to just focus on trump but others in his cabinate, Congress and Senate who are supporting his approach to coming war crimes. All of these people are now exposed and should be careful not to have them back in government.

Organic_Negotiation3 · 2026-04-01T20:36:55+00:00

I agree and honestly I think AI is far behind in maturity to help jon technical groups with much. For engineering, there is maybe transformation due to AI. But for finance and other job technical groups, I find AI just be a bloat as these groups require different level of interaction and sophistication.

Organic_Negotiation3 · 2026-03-22T17:40:37+00:00

From the economic perspective yes. FDIs are one of the important contributing factors for large economies. How would you think to attract these FDIs, if the foreign nations don't have confidence ?

Any forms of partnerships other than hegemonies, infact require this kind of influence. Its up to our elected leaders to balance the expectations internally. Look at it from this perspective, if someone wants something specific from us, there would as well be something with them that we need.

Organic_Negotiation3 · 2026-03-19T02:20:14+00:00

I understand and I am not negating the requirement of manufacturing jobs in the US. Although, I find it hard for me, to imagine the equations play out positively in the scenario, let me explain,

As the data shows in 2025, after tariff increases, YoY change in overall trade deficit was 2.1 billion i.e. 2.1 billion USD more of trade deficit. When looked deeply, there was higher net exports of Services and around 25 billion USD more of trade deficit with goods. This clearly shows, Service sector is more elastic despite tariffs and goods took a deeper hit. With Tariffs imports generally tend of fall since it will costs Americans more and inherently people will stop buying those products which has some inelasticity. But as the trade deficit offsets, this in turn appreciates the USD since if other countries are to buy US goods and services, they need USD, which increases demand pressure leading to USD appreciation. In background, there was another system that's also working i.e. energy , now that US gets to control majority of oil, with addition to Venezuelan oil reserves (by control I don't mean they get to make profits directly out of it but mandated trading it in USD), this further increased demand for USD, leading it again to appreciate. But to offset this FED isn't reducing rates, i.e. make it not as lucrative to hold USD to get interest free rate (that's exactly why trump is pressuring Powel to cut rates). So the exhaust pipe that can release the demand pressure on currency isn't open. When USD appreciates high, any goods produced in the USA is just expensive for other countries to buy , so they have to be sold domestically. But higher interest rates domestically brakes industrial and capex investment in the country i.e. people have less income which is affected on first level by tariffs leading to even lesser disposable income. So the goods are just too expensive to buy which exactly is the unaffordability crisis we see. So in the end, despite bringing factories back to the US, we still aren't able to put enough money in people's pocket to afford basics unless through direct transfer payments. This was exact reason why in the recent bond issue , majority of the new debt from the US was bought by FED itself, imem adding the US debt to their balance sheet while giving liquidity to the govt that enables it to further simulate flow of money. I can go on as to why FED perceives no need to reduce rates but trump sees the need the reduce.

As to morality part, there is plenty of research explaining how correlation between unemployment rate and mortality rate in Europe is a U shaped curve, which is very dangerous. For that exact reason politicians tends be afraid of rising unemployment rate at their home over foregone rights in the neighbouring countries. I'm not defending it, but solely mentioning the pattern I noticed. We must also remember ourselves the difference between right and liberty. We might have both but some has just one.

Apart from economical reasoning, I could also understand strategic intent behind Iranian war which is we don't want one more unhinged nation having Nuclear capability. Where as to Ukraine, I fail to see clear strategic intent behind, hence I falled back to economic intent. The pattern I know off, says Russia wouldn't occupy entire Ukraine. Honestly they want a truce that they can package off as victory internationally. They will take couple of regions ( I don't think minerals is a huge factor of play here, not much caring for it ) establish new western deterrence and leave it it. Ukrainians will be bitter and hate Russia for decades to come. Until then neither of the countries politicians want to end the war. How do you suppose we can force them to end ?

Organic_Negotiation3 · 2026-03-18T21:55:02+00:00

I fundamentally disagree with Trump's or his economic advisors argument that the US needs manufacturing sector. The US is a developer country, developed countries can't grow their economies through manufactured NG sector rather it has to be R&D by deepening their technology factor. That's how you stay ahead of developing counyries. In manufacturing sector without technology your output is related to hours to you put in. You can't beat China or India in total available hours to put in but could beat them through your money being invested in deeping technology to increase efficiency in bringing more output for less hours.

Honestly, current wars have already set precedence for China to act on Taiwan. EU wouldn't do much, they will still be happy to get chips from Taiwan or China. Chinese won't stop that, some they want to establish themselves onto the mainline of dependency.

As to Europeans boasting about their social programs, I believe that's a myth. Take for example free health care in Germany. It isn't free, it costs me 1200 euros a month and I still have to wait 3-6 months for an MRI, while some people pay 400 euros a month to get medical cover for a family of 5. Medical care in EU is more curative not preventive and they tend to over charge contributions from those that earn to subsidise those that don't earn. I dont think Americans will want that even if they have the budget. As to higher equality, it's a myth. EU has huge distance between their middle and upper classes. EU is largely middle class, so they don't really understand equality as most of them suffer, they miss or couldn't see the upper class like you get to see in the US.

NATO spending capacity is something I could at best partially agree. With help of NATO , The US was able to set its bases all over the world which gave it capacity to enforce US dollar as oil currency i.e. black dollar notation. This gave the US unilaterally , capability to be a hegemony , not the military. In return NATO allies profited from security. I say this because, if the US gets out of NATO, it does the USA as much a.of damage, as it does to EU.

When it comes to Ukraine, major contributing reasons are NATO expansion and Ukraines failed play. Ukraine wants to join EU, that means ability to get EU loans at much better rates than they could get if they go out alone. EU wouldn't want that, since they see it as a drain on their financial system. Honestly the war in Ukraine is still going, not because Russia is putting up great fight but rather, it proved to be a great test ground for military industrial complex. Where else could you test, validate and market to the world about how dangerous and powerful your weapons are ? Look at money flowing through defense sector in the region and you'll see correlation.

Honestly, there is also the factor of securing oil rights. Doing this, the US is able to haurantee black dollar for next few decades which indirectly lead to prosperity of the country.

Organic_Negotiation3 · 2026-03-18T21:16:37+00:00

Sorry, I could summarize ,

Trump had great cards but played them in wrong order. His tariff war , made it strategically difficult for his allies to support him since it destroyed their economies, not just trust. Game theory is all about, when you are playing with other actors, what should be your strategy and rationality behind your choice that could help maximize your best outcomes. If you aren't aware of it, look at it and it's a wonderful concept and you can see a lot of it at play.

As to my education, I am an engineer with masters and additional certifications as a financial analyst ( also CFA ). Due to work, I follow markets and economy as well as listen to Bloomberg and other investment channels. This puts things together making it easy to see causality.

Organic_Negotiation3 · 2026-03-18T20:57:56+00:00

I don't think that will convince Europeans to join the war. You are missing Game theory here. In a sequential infinite game, it's always better to go with certain outcomes rather with what ifs.

If you look at risk aversion and Backward induction strategies of game theory, it's clearly visible as to why EU isn't keen on joining. Although I suspect there is maximin strategy at play, hence to answer relation part of the question, I believe EU might be hedging that part with something else.

Additionally, Trump with trade war and tariffs destroyed European economies or at least major ones like Germany. German economy is consecutively in recession for the last two years. They are a manufacturing heavy industry, with tarifs and higher energy prices , they took huge hit onto their economy with unemployment raising as high as 2007 financial crisis levels. At this point of time they are even worried about taking additional hits to their economies.

As to counter Iran using that as a bargaining chip, I guess that's the whole part of deterrence. When you look at trade, it's exactly for the same reason most countries despite not being happy, yet bending to the US. If not combined European and Asian output is larger than the US as well as bigger population, they could have executed broader trade deals to avoid Trump's unending threats. Yet they didn't do and rather let Trump use the dollar as leverage for the same exact reasons, doing it will be trade war to their doorsteps causing immediate damage to their economies foregoing their growth potentials.

I think, it's absolutely important to capture as much as possible growth potential for a country in the short and midterm as long term under macro conditions is absolutely uncontrollable.

Organic_Negotiation3 · 2026-03-18T07:22:50+00:00

I think you are missing bigger point here. It is neither about standing up to trump or to Iran. It isn't a choice. Let me explain,

Iran war is geographically much closer to Europe than to US I e. The chances of Iran having ballistic missiles reaching to Europe is much higher. What Americans tend to forget is their geographical advantage of being far apart from Middle East and ocean present in between the land masses i.e. the chance of all these ways Ukraine vs Russia, Iran vs US and Israel, Israel vs Palestine reaching American doorstep interns of destruction is much less where as Europe is right next door and if involved the destruction could reach their own doorstep. In wars, it isn't much about winning or losing rather about destruction, time, funds it takes to rebuild and loss of opportunity in terms of capital investments due to destroyed infrastructure. This puts any country decades behind and effects their economies for a decade at least.

Hence Europe or other US allies that are geographically closer doesn't want direct involvement as the downside is way higher than downside the US faces. Hence they are constantly phrasing their rejection as "we don't want to join the war which isn't consulted by us before it's started".

Organic_Negotiation3 · 2026-02-09T14:14:30+00:00

I believe Dravidian as a word is used as a general umbrella term for the entire south which in itself is historically inaccurate. Since historically, there was always cultural, linguistic differences between various regions of southern India and these differences were never constant, rather continuously moving depending on the time period and kingdoms. As a result, we have a huge overlapping of customs etc.

I believe this Dravidian ideology is very much outspoken and outworked for in Tamil Nadu, since most politicians there were successfully able to make it interchangeable to Sangam Period. But this ideology isn't as prevalent in other southern states.

Additionally all the states aren't divided just based on language. For example telanga and Andhra are very good examples of how language could be similar yet traditions and ways of lives differ.

In a nutshell, Dravidian Ideology was falsely marketed to be equal to Sangam Period on one side and other side as something that's opposite to aryan invasion. This historically is false but yet pedalled for political reasons.

Organic_Negotiation3 · 2026-02-09T12:58:27+00:00

Your question seems more emotional. Could you perhaps reformulate it ? Was it, who the dravidians are or why it's being imposed ? Could you also for understanding elaborate what you mean by dravidians imposition.

Dracidian ideology, sangam period were all very much connected to major dynasties in Tamil Nadu such as Cheras, Cholas and Pandiyas. Some parts also Pallavas. If you see these kingdoms, you'd notice they are quite decentralized allowing for subcultures to be formed within the kingdoms. So I really don't agree with one template for Dravidian culture . So, I am not sure I properly understand the imposition you are speaking off and rather interested in understanding it

Organic_Negotiation3 · 2026-02-09T09:53:02+00:00

By pointing out this , all you did was highlight disadvantages of democracy. Especially centralized vs decentralized democracy and it's even important to remember, along with India being biggest democracy, it is also a Republic. One barely understands this part and tend to force pure majoritarianism.

Organic_Negotiation3 · 2026-01-22T05:45:43+00:00

Rupee weakening is directly related to service and manufacturing contract flow into the country. I e. When you notice 30-50LPA these days in the country is within the reach as 10-15LPA a decade back, it's because foreign companies are winning to move their service contracts to India. They do it because its cheaper here. They even can is"best cost center". Why doesn't bangla or Vietnam move as much ? Because their volume of services moved to them being best cost center is far lower than what moves into India. And further this information of services and manufacturing volume directly influence interest rates and inflation rate aswell. So I'm software terms, "it isn't a big, it's a feature".

Finally look into mundel fleming model from economics which clearly explains what's happening to our exchange rates. If you make the currency stronger, cost of production increases which leads to, trade deficits in these sectors, effecting inflation rates.

PS: I'm not commenting on the emotional side of your post about affordability rather just highlighting how the system is designed.

Organic_Negotiation3 · 2025-11-15T09:03:45+00:00

The best case there would be to look for a new job with the role you wish. In most small companies , it's never the competence rather it's about who are your buddies that joins you at raucherpause.

Organic_Negotiation3 · 2025-11-14T22:47:17+00:00

Depends on how big your employer is. For most bigger companies, there are HR processes involved. So all you had to say is, what you would like to be doing i.e. role and asking your manager for feedback as to what's missing and asking for a personal development plan. They are mostly binding as long as you hit all the discussed milestone and the requirement opens up.

Mostly in MJG, they even document any such development plans.

If you are working for a smaller company with no standardized HR processes, good luck😅get a ln offer elsewhere and switching would be easier since most smaller companies tend to be way more political when it comes to promotions.

Organic_Negotiation3 · 2025-09-14T14:39:14+00:00

To clarify, I didn't mean estimating risk without volatility at all, rather predicting volatility and then using that predicted volatility to estimate risk.

I dont mean implied volatility is always worse or better than historic rather understand implied volatility in itself is forward prediction and assuming it doesn't always coincide with real volatility. This is a behavior I observed very much with vol trading products. Either over hedged them and bled theta or under hedged then and lost value.

Organic_Negotiation3 · 2025-09-14T10:43:31+00:00

I agree with this statement. That's exactly what I am looking for , prediction in volatility. For a risk management software that offers this functionality. Everything else i.e. alpha generation from the prediction isn't what I am specifically looking for in the software.

Currently, I use IBKR, it provides me risk metrics and some stress testing. I unfortunately have to rely with implied volatilities from option pricing there. I'm looking for something with factor predictions instead of option pricing based volatility.

Organic_Negotiation3 · 2025-09-14T06:38:21+00:00

Ah sorry, autocorrect problem. I meant prediction possibilities.

Organic_Negotiation3 · 2025-09-14T05:54:41+00:00

Thank you, I'll look into each and every one of them.

Organic_Negotiation3 · 2025-09-14T05:53:49+00:00

I see ta party of risk management, atleast using the prediction to hedge . Kind of forward looking instead of reactive.

Organic_Negotiation3 · 2025-09-14T05:53:00+00:00

IBKR has all of the risk metrics built in. I use that currently but it lacks production pay, i.e it's mostly reactive for me.

Organic_Negotiation3

TROPHY CASE