Securitization 2.0: Unbundling the Capital Allocator
Build the information layer, and the market restructures around it
What the Number Ate
Dollars are Distributions
Using LLMs to compare 500 Pages of Macro Research (with citations)
I’ve spent a lot of time leveraging LLMs for finance work and watching them get better at grounding claims and avoiding hallucinations, so I...
Hello
I began writing more deliberately in order to clarify my thinking. I had realized that many of my opinions were under-developed. The pressure of...