Legal Mavericks Trailer
Super excited that Xapo Bank will launch Mavericks soon. The podcast that appeals to people who think differently in this burgeoning space. We have great programming with diverse ideas from around the world, and I`m really looking forward to participating in some of the discussions we can share. Thought leaders, entrepreneurs and loners came together to share their stories, thoughts and experiences Diego Gutiãrrez Zaldãvar©, Martin Köppelmann, Joshua Ashley Klayman Kuzar, Lee Schneider, Barney M., Pat LaVecchia, Dante A. Daniel Trinder, Caroline Malcolm, David Marcus are just a few I can look forward to anyone experimenting with #AI text generation tools like Jasper for blogging. I already experimented in May 2021 in collaboration with the editorial staff of a blog Jasper (it was called Conversation.ai at the time) ð“6 Baby Super Apps from Around the World` lnkd.in/etC6JFmN ð¥ ðððáð ðð ðð ðð ð«ð°§ð ð ̄ð ð¢ ð§ ð°¡ ð¢ ð¬ ð ð°ð ̈ð ððððð¥ð² ð ðð§ðð«ðððð¢ð ̄ð ðð®. Learn more about the trend of generative AI TEXT to ANYTHING (some leaders) in the article The Information: “This Time Is Really, Really Different”: The Early Adopter`s Guide to the Ingenious, Uncanny, Slightly Fearifying World of Generative AI buff.ly/3fiY6uY #aI #articialintelligence #generativeai TY Antonio Vieira Santos Eveline Ruehlin The energy in Singapore is palpable. ®® I am proud to be back at the Singapore FinTech Festival as a speaker in various sessions of the Singapore FinTech Festival. And even more proud as a founding consultant of Elevandi. Congratulations to Joey Garcia and Xapo Bank. This will be satisfied for eternity. #Mavericks Can I put Investor on my LinkedIn profile if I bought Bitcoin? Ask for a friend.
I`m excited to join Rain`s Twitter space tomorrow, Monday, October 31, to talk about NoonDAO and how we can advance gender equality on the Web3. Come join us: lnkd.in/ec6qSkMV #gender #genderequality * A #Fed superficial pivot and a #IMF view of what #inflation and #unemployment wrong with FOMC forecasts * As has often been the case at #FOMC meetings since June, #Fedpivot expectations support #Bonds, #Equities and #Credit while stabilizing #USD. It should be noted that #Value outperforms (#Dow relative to #Nasdaq, #Europe relative to the United States), although other factors have disrupted the usual relationship between rate cuts and growth values. The first is that most of the data on downward activity in the U.S. is no longer surprising. Another is that #earningssurprises were higher for #Financials and #Industrials than for #BigTech. I doubt the growth and earnings surprises will last if the Fed pursues an even more #restrictive policy between now and Q1 2023. But for this week, markets will repeat the entire Fed that could signal slower rate hikes.
Such a change is inevitable because a 75 bps clip is exceptionally fast and because the policy is already slightly restrictive. I would call such a change #superficial, because it will not solve the more fundamental issue of high #terminalrate. A pivot #substantive is a pivot that signals a different diet, such as a change from increase to a pause or from a pause to reductions. I think the break will come at the end of Q1, so it`s worth owning #duration. Cuts won`t happen until late 2023/early 2024 (for a #recession), which is why it`s too early to own #Equities for those managing #drawdown. The ownership #HighGradeCredit is the middle way between regimes. To own something more cyclical, investors need answers to three interrelated macroeconomic questions with high-#riskpremia (not yet proven) or high-conviction answers. These are: How fast is inflation falling #core? the amount of #unemployment needed to reduce #wageinflation; And what provides #terminalrate with a soft labor market. Tough questions, but the IMF`s “Understanding U.S.
Inflation” paper released Friday offers useful clues. Here is the link: lnkd.in/ebMXxNNt. The authors model Kern in 2024 based on #BeveridgeCurve (relationship between #vacancies and unemployment), #unemployment and #inflationexpectations. The relevant parts are listed below: 1) Section 4 (p. 4). 20): #BeveridgeCurve, which motivates the Fed`s optimism about the decline in inflation with a slight increase in the U-3 rate. 2) Section 5 (p. 26): Core inflation scenarios 3) Figure 17 (p. 55): Core based on #Fedâs 4.4% U-3. Note the wide range of basic forecasts (2.3% – 6%), depending on inputs. The Fed is taking the most optimistic path.
Figure 19 (p. 57): The core index is based on #IMF assumptions of 5.6% U-3 and #LarrySummerâs baseline of 7.5%. The range of core projections is narrower than the Fed`s, but only Summers` assumptions come closest to the Fed`s 2% target.
