Notes from RenTec CEO Peter Brown on the GS Podcast
A rare interview
Education
Moontower Blog
Our thinking on options, trading, investing.
On Active Management and Private Investments
Cost/benefit of giving up liquidity and transprency
Investing With Your Hands On The Wheel
Assessing the returns to investing effort
The Pods On Top Of The Food Chain
Understanding multi-managers and pods
Reflections On Getting Filled
What's the value of something you win at auction conditional on getting filled
The Beauty of Option Theory
On a talk I gave about the value of option thinking
You Think You’re Trading Vol...But Are You Even?
The implied volatility you think you're trading technically depends on your actual funding costs not the ones inherited from the marketplace.
Battle Scars As A Call Option — The UNG Experience
A case study in oblique risk
Insights From The Warrant Puzzle via Financial Hacking
Financial Hacking is one of the best books applying intuition to common problems in trading and investing
Beating The SP500 > Winning The NBA Title
Consistent alpha or championships?
Mock Trading
A game inspired by mock trading
If You Wait For All The Info You’ll Be Too Late
The necessity of acting with incomplete info
Reasoning Through A Housing Trade Out Loud
Qualitative discretion
It’s Not The Merit It’s The Price
The wrong price can ruin a great idea
Understanding Log Returns
The basics of log returns
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