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Did Chamath short Credit Suisse?

abhvio.us

1–10 of 15 posts

Re: Did Chamath short Credit Suisse?

#5
post #2

Maybe never...but he had the signal 2 weeks ago in E118.

This is interesting, much like firms that try and extract alpha signal from r/wallstreetbets. There must be a set of second-order metrics that contain alpha, that groups like this are plugged into without realizing it (perhaps)

Re: Did Chamath short Credit Suisse?

#6
>I wonder if he was short CS as soon as he learned they were offering the sweetener? Or did he have too many relations with that bank. (He is one of their private clients). Or did he miss the trade entirely?

This article is clickbait that basically boils down to a zero-content ad for some podcast.

Maybe there is wisdom to be gleaned! Who knows? All we know is that we must pay attention to this podcast by finance bros because they may or may not make or have made good trades!

Re: Did Chamath short Credit Suisse?

#7

I am appalled that we’re at a point where 4 rich spoiled males bantering is considered A) entertainment B) source of actual information. I shiver.

haven't you ever watched the likes of bloomberg or cnbc? Also, I would expect their figures to have peaked following this episode as the cancellation crew moves in.

Re: Did Chamath short Credit Suisse?

#9

I am appalled that we’re at a point where 4 rich spoiled males bantering is considered A) entertainment B) source of actual information. I shiver.

i was skeptical. But these four probably do 100 meetings a week each, many about new deals with new founders. They hear a lot of smart ideas and the best of those are going to leak out when the videos are all about trying to sound smart.

Re: Did Chamath short Credit Suisse?

#10

>I wonder if he was short CS as soon as he learned they were offering the sweetener? Or did he have too many relations with that bank. (He is one of their private clients). Or did he miss the trade entirely? This article is clickbait that basically boils down to a zero-content ad for some podcast. Maybe there is wisdom to be gleaned! Who knows? All we know is that we must pay attention to this podcast by finance bros…

i certainly don't do clickbait. no links to the original or anything. i thought the content was this observation. i'm trying to use whisper.cpp to get transcripts for the older ones.
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