Adam Baybutt pfp

Adam Baybutt

@baybutt

31 Following
64 Followers
Adam Baybutt pfp
Adam Baybutt
@baybutt
V good! I haven’t made it very far thru their list of great books in a cool decade of trying…
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Adam Baybutt pfp
Adam Baybutt
@baybutt
The elusive one-handed economist… JPow tightens 25 bps with the left, Eases another $100B with the right.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
An oxymoron: Risk-free asset.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Cringe but still so pure: read Shantaram. Buy the cheapest ticket on 8+ hour train to Mumbai. Go to an ex pat bar. Buy someone a drink. Clear your schedule for a week.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Kamodo Islands. Do a cheap three night dive boat. Avoid bad weather.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Dharamakot. Stay for a long time. Be careful with the hash. Teach English to Tibetten refugees; few things in life harder than a three month walk from Tibet to Nepal.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Kushinagar. Ask around at monasteries; one will let you stay. Befriend a convenience store owner; ask him to show you the country.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Andaman Islands. Don’t take the ferry. Go to the backpacker island. Find the beach on the far side of the island away from the hostels; walk north!
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Absolutely. The Cramer business model isn’t built on being correct; it’s built on staying in the cultural milieu! Reverse Cramer ETF is good for business!
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Love.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Unbelievably multidimensional But, one key one, Interest rate expectations dropped BIG yesterday (e.g. Dec 2023 fed futures dropped ~70 bps). Expectation of lower interest rate environment -> investors have to search for yield -> investors buy risk assets.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
(Other goods ones by him: WWI Germany — so interesting how far ahead German army was WWII Japan — incredible the shared identity of culture and how Battle of Pacific came down to a few moments Among many others!)
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Not productive but gave me gratitude for the present Wrath of the Kahns by Dan Carlin. History is dark AF.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
If only one had access to a real time measure of everyone’s likelihood to withdraw deposits tomorrow…
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Adam Baybutt pfp
Adam Baybutt
@baybutt
“Why is this AI being so mean to us?” Um, who do you think it learned it from?!
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Taleb strikes again. https://i.imgur.com/Cx8TftF.jpg
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Tokenterminal.com looking best in class for onchain valuation metrics.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
The OG: Denationalization of Money by Hayek. Numerous ideas in crypto were already there. https://mises.org/library/denationalisation-money-argument-refined
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Adam Baybutt pfp
Adam Baybutt
@baybutt
Respect for the share.
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Adam Baybutt pfp
Adam Baybutt
@baybutt
How do LLMs incentivize users to give feedback on answer quality? Offer fee? But then just max number of feedbacks. Offer token for ~shared rev? Incentivize credible feedback.
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