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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. macrocephalopod‏ @macrocephalopod 3 Feb 2021

      macrocephalopod Retweeted macrocephalopod

      "But 'ceph you made a big deal of introducing this with a concrete example and didn't say anything about how the hedge fund would use this to make money." Okay, fair point. Let's go!https://twitter.com/macrocephalopod/status/1356731277337108482?s=20 …

      macrocephalopod added,

      macrocephalopod @macrocephalopod
      A few people in the DMs asking about equity factor models so here's a short explainer. Let's make it a concrete problem -- you are the risk manager at a big multi-manager hedge fund with ~100 sub-PMs each of whom has a portfolio of 10-50 stocks, long and short.
      Show this thread
      3 replies 10 retweets 68 likes
      Show this thread
    2. Catapult Capital‏ @catapultcap 5 Feb 2021
      Replying to @macrocephalopod

      Is the strategy usually more about setting a max exposure to any one factor? Or are there factors like short-vol that are seen as particularly fraught with tail risk? I am surprised you described “momentum” as being “crashy” I thought momentum did well during crashes.

      2 replies 0 retweets 1 like
    3. Catapult Capital‏ @catapultcap 5 Feb 2021
      Replying to @catapultcap @macrocephalopod

      Great thread and account

      1 reply 0 retweets 1 like
      macrocephalopod‏ @macrocephalopod 5 Feb 2021
      Replying to @catapultcap

      Happy to follow back an account with an AoE2 profile pic

      5:16 AM - 5 Feb 2021
      1 reply 0 retweets 0 likes
        1. Catapult Capital‏ @catapultcap 5 Feb 2021
          Replying to @macrocephalopod

          Haha - I take a lot of heat on here from people who think I don’t know it’s a trebuchet (which, strictly speaking, actually is a type of catapult)

          0 replies 0 retweets 0 likes
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