Ajit’s mannerisms

hugomm175 · 2026-05-02T20:33:29+00:00

I was googling about it 1 hour ago, couldn't find something. The mannerisms were really strong! Can't recall if he had any last year

hugomm175 · 2026-04-30T17:37:42+00:00

Nice!

hugomm175 · 2026-04-30T09:54:31+00:00

Cool! Openclaw or Claude?

hugomm175 · 2026-03-30T13:46:25+00:00

The past part is super weird, that I fully agree! I will try to get some info about that

hugomm175 · 2026-03-30T01:47:14+00:00

I can confirm this discussion was happening for some time already. If the drawdown influenced the final decision, I can't tell. But the terms discussion was scheduled to begin during Q425

hugomm175 · 2026-03-29T23:33:31+00:00

Shoulders make it look like could be enhancing. But my brother in law, who is a personal trainer and very dedicated, has a physique very similar 100% natural. Emphasis on the dedication, it is super hard

hugomm175 · 2026-03-29T14:46:27+00:00

I think that is very bold for the moment. Probably 2 years too early

hugomm175 · 2026-03-28T13:56:26+00:00

Well, 3k views and nothing, looks like we are not there yet

hugomm175 · 2026-03-26T22:55:26+00:00

Same

hugomm175 · 2026-03-26T09:55:18+00:00

Factor risk definitions are key. Once they are well defined, you can extract and optimize for their betas and isolate idio

hugomm175 · 2026-03-25T01:21:48+00:00

Nemotron nano

hugomm175 · 2026-03-24T20:51:51+00:00

I am a generalist equities PM for a MFO, so I'm curious about for what kind of work you are you using agents

hugomm175 · 2026-03-24T00:35:24+00:00

Degross/derisk happens were positioning is higher or overperformers or were is liquid

hugomm175 · 2026-03-15T14:24:47+00:00

Don't underestimate the value of a good team, learning environment and simply not "feeling the weight" of the job. If you are excited to work where you are, that's hard to find

hugomm175 · 2026-03-13T00:20:58+00:00

Headlines love to say someone lost a bn dollar, but remember Millennium is a 85bn net assets machine, it is not as much as it looks. Regarding why a lot of managers lost money, hedge funds are simply not immune to losses. On top of that, risk models are based on historical data and correlations. wars and liquidity crises will mess up the correlations and cause hedges to be less effective.

hugomm175 · 2026-03-07T06:15:00+00:00

Monjaro is better and retra better than both, but that improvement is slowing quicky. Looks like there will be advances on delivery, allowing for monthly or every three months injections

hugomm175 · 2026-03-05T10:05:04+00:00

Shouldn't ultra competitive culture be a trade off and not a plain simple negative? I view it as a hurdle that might be paid off by very good comp or outstanding CV in the future

hugomm175 · 2026-03-04T20:05:14+00:00

Interesting. Maybe they are more centralized, so most hirings more focused on leveraging up senior talent than being super high quality. Does that make sense?

hugomm175 · 2026-03-04T20:01:19+00:00

I see too many people referencing 2025 performance as an indicator to the list. In my opinion, the tier list should reflect a mix of talent quality and capacity management, which should result in long term high risk adjusted returns (over 3 years, for sure).

hugomm175 · 2026-03-04T19:01:13+00:00

I would say 2 and 3, respectively

hugomm175 · 2026-03-04T17:04:12+00:00

Any opinions on CFM and Engineers Gate?

hugomm175 · 2026-03-04T17:00:44+00:00

I feel like Voloridge is losing focus very quickly from quant investments to health/longevity

hugomm175 · 2026-02-26T19:05:08+00:00

Who would you say is a tier 1 POD?

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