
Darrin
@darjohn25
Followers
16K
Following
57K
Media
701
Statuses
30K
I trade Volatility & other Derivatives. My opinions are my own and definitely aren’t financial advice.
Dallas, TX
Joined July 2009
It was a huge honor to be a guest on FWM. 👇 This episode is a deep-dive discussion into my journey, my philosophy on trading & my uncensored warnings regarding the psycho-emotional battles you'll encounter as an Indie Trader. Thx again, @choffstein !.
30
12
209
🙌🏽 Well Deserved.
For the second year in a row, Ambrus has been nominated for Volatility Hedge Fund of the Year. I’m genuinely grateful for the recognition, but I also see it as a reminder of a larger point: much of the volatility space remains dominated by “passive” approaches. True success in
0
0
18
RT @Ksidiii: Since we’re on the topic of “smart risk,” let me add some context. As traders evolve, they learn which risks they’re willing t….
0
12
0
AI is a powerful aid once you have domain expertise; without it, you can easily slip into multi week rabbit holes of confusion. Especially for anything quant finance or fin engineering related. Human beings are still extremely valuable despite the 24/7 propaganda that tells us.
AI tools will reduce the need for software engineers the same way that no-code tools reduced this. Being able to specify what software you want to build, how it should be structured, and how *exactly* it should work is. programming. And getting into the weeds, when needed.
8
4
35
This directly applies to profitable edges accessible to higher end retail. The most difficult periods for me in 15 yrs of doing this are the times when I try to formalize and scale up edges that simply aren’t feasibly traded in partnerships or at a CTA, let alone at the sec-HF.
7
4
74
Excellent pod! The low levels of implied and realized correlations is an interesting new thing and does present lots of opportunities for indies to exploit. |
open.spotify.com
Alpha Exchange · Episode
0
2
34
RT @TCK_JRubano: The compensation program put in place by a trading firm will almost completely determine the type(s) of business conducted….
0
3
0
Interesting take. I think this presumes that the capital allocators, just like in any other industry, are excellent talent evaluators. And I’m just not convinced that most industries are good are identifying true talent and then subsequently cultivating and extracting the max.
citadels law: any industry with sufficiently high stakes will end up mirroring the culture of hedge funds. massive cash comp for the top performers, bid away dynamics where entire teams walk together, extreme litigation of non competes, hardo work 24/7 culture, short tenures.
2
1
22
For comparison, the avg salary cap in 1985 was 4.9mm. It’s insane to think about how much money NBA players make in modern times relative to the pioneers (even after inflation). And over the next 2-3 yrs a supermax player will be making 90mm/yr.
The Suns are paying Devin Booker, Bradley Beal, and Jalen Green a combined $290.1M over the next two seasons. $145M per year… 90% of the cap.
2
0
5
Good idea, but the personnel on the ‘11 Mavs team was older and not anywhere near athletic enough to go man vs the Heat. Simply put…Shai and Jalen Williams will destroy a 2-3 or a 3-2 zone. Carlisle is smart for avoiding it. He has the athletes, the youth, the IQ and the depth.
Rick Carlisle hasn’t used zone once this series. Not even against a Thunder team that has struggled against it. But what if he’s been saving a twist for Game 7—like he did in 2011?.🧵
1
0
4
🤦🏽♂️It’s 2003 all over again. Might as well embrace it like we collectively did back then, we can’t delude ourselves at this point. This is what our tax dollars fund whether we hate or love it. The line was crossed yday and the war is officially on. I hate all of this. And we are.
BREAKING: Authorities in New York and Washington are on high alert after U.S. airstrikes on three Iranian nuclear sites, per FOX.
2
0
17
It gets even better the more generous you are, Benn. Just wait until the lurker's brain chemistry glitches and he transforms into a stalker. That's when the hundreds of hours of **free** education pays for itself 😂🤦♂️.
Requesting personalized segmentation of my twitter account based on your preferences is not, in fact, polite at all. You don't like it, don't follow me.
0
0
8
Scott and RJ, are you guys sure you want to be in this segment of the business? The vault concept is amazing, but in practice, you need a decent percentage of the investors to be sticky and well. ime retail wants you to make them rich right now, take on all the.
Can my frens do @therobotjames and I a favor pls (r/t if you can). We are opening up our trading systems as a vault on the HyperEVM, but we have no conception of normal people risk tolerances. These are 10 randomly generated equity curves at Sharpe 2 (we should be comfortably
3
0
19
This has devolved into a real life episode of Lioness. Many of you have no recollection of political life prior to the social media era, but I promise you it used to be extra boring. Even in the lead up to the Iraq war, the Bush admin did their best to at least give the.
1
0
13