Sam Potter @SamJPotter
Journalist @business. I edit and report for @markets on wonky stuff like options, liquidity, systematic trades, portfolio theory. All the fun stuff. DM me tips linkedin.com/in/samjpotter/ City of London, London Joined December 2016-
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Forgot this yesterday! Happy Monday
Forgot this yesterday! Happy Monday
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Sam Potter retweeted
I wrote about the decline of risk parity (or maybe just the decline of diversification) bloomberg.com/news/articles/… @markets
Sam Potter retweeted
A new Wall Street clash has broken out between Cathie Wood’s ARK and the firm behind a fund targeting private assets that has taken the investing world by storm bloomberg.com/news/articles/… via @markets
I'll take 'Headlines I wasn't Expecting to Read Today' for 100, please Alex.
Sam Potter retweeted
99.99% of the time clicks on Bloomberg terminal profiles indicate newsflow/industry gossip but sometimes it is also utterly baffling Theories welcome.
Sam Potter retweeted
There's something poetic about the company that launched the first mutual fund (exactly 100 years ago) being the last one to launch ETFs. Nice piece on it from @kgreifeld bloomberg.com/news/articles/…
Happy Monday!
Oh man. I have to admit, Cameron Crise's (@5thrule) AI-powered Fed tune really is a banger... suno.com/song/a5e40e87-…
Happy Monday!
Sam Potter retweeted
We're just normal men
Happy Monday!
Have been meaning to share this one... big story I worked on with @justinaknope and @luwangnyc about the growing short-vol complex. Overwriting ETFs, dispersion bets, QIS... a heck of a lot of stuff hinges on the market staying calm bloomberg.com/news/articles/… via @markets
Had great fun working on this one. A story about ARK taking on an old short-selling foe, with a bear, flying taxis, self-driving trucks and @CathieDWood. Featuring @ResearchGrizzly, @SGEggert, @ARKInvest, @ArcherAviation and more... bloomberg.com/news/articles/… via @markets
Sam Potter retweeted
We're just normal men
Don’t know about you, but to me it doesn’t seem that super
Sam Potter retweeted
We're just innocent men
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A new Wall Street clash has broken out between Cathie Wood’s ARK and the firm behind a fund targeting private assets that has taken the investing world by storm bloomberg.com/news/articles/… via @markets
99.99% of the time clicks on Bloomberg terminal profiles indicate newsflow/industry gossip but sometimes it is also utterly baffling Theories welcome.
There's something poetic about the company that launched the first mutual fund (exactly 100 years ago) being the last one to launch ETFs. Nice piece on it from @kgreifeld bloomberg.com/news/articles/…
We're just normal men
🚨 NEW: @CountBinface has unveiled his manifesto for the London Mayoral Election
Of course some academics have tried to risk-adjust private-credit returns and found that the alpha was 0 My write-up: bloomberg.com/news/articles/… Paper: nber.org/papers/w32278
We're just innocent men
We're just normal men
We're just innocent men
Excited to X about TWO stories out today where I rode the coattails of my amazing co-bylines 1) @luwangnyc and I wrote about the great short-vol boom and resisted the temptation to declare another volmageddon bloomberg.com/news/articles/…
We're just normal men
We're just innocent men
In other news I am trying out a new strategy of mocking other asset managers for their quick tempers and baldness.
We're just normal men
The European Central Bank woke up and chose violence: says bitcoin has failed on its promise, its fair value is still zero, causes environmental damage and is a market for snake oil salesmen. Says ETF rally is just a dead cat bounce. Here's the post: ecb.europa.eu/press/blog/dat…
Nice write up (and detailed explanation) of $BOXX from @matt_levine, which serves up T-bill-like exposure but w/out the income tax for 19bp fee, and is now a breakout hit w/ $1.1b (half of that coming this year), already AlphaArchitect's biggest ETF bloomberg.com/opinion/articl…
Don't bury the lede @NateGeraci @EricBalchunas - this was the hot topic at the @exchangeETF conference - as correctly identified by @kgreifeld @emily_graffeo bloomberg.com/news/articles/…
“If SEC gives its blessing to hybrid structures, it’s not hundreds of ETFs that could enter marketplace, it’s thousands.” What could be bigger story this yr than spot btc ETFs? SEC approval of multi share class structure. via @kgreifeld @emily_graffeo bloomberg.com/news/articles/…
We're just innocent men
Watch out, there’s a new short volatility ‘gone too far’ trade in town. Short dispersion trades have "worked well over the past year, but our sense is that it has simply been pushed too far," says Michael Purves of Tallbacken Capital Advisors LLC. bloomberg.com/news/articles/…
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