Josh Giersch 🏳️‍🌈

@josh.sg

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Observability Product @ Capital One; former FX options slinger. Views my own, not Capital One’s. @joshgiersch on the bird site.

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My first work memory is NAB Melbourne unwinding their options book after The Incident

Reskeet with how old you are, using a vague proxy: First Presidential election vote was 2008.

roaring kitty

Aurora from the 2024 solar storm, seen from Guinda, CA. The meat of the aurora was hundreds of miles north, but even here the show was spectacular. Red and green come from atmospheric oxygen; blue and purple from nitrogen.

Give the WKCR-FM staff the Pulitzer for Audio Reporting, I am entirely serious cc-seas.columbia.edu/wkcr/ (or if that stream isn't working, get the stream off their Insta @ wkcr_oncampus )

WKCR 89.9FM NYcc-seas.columbia.edu

dial-a-dose but make it caffeine

Huge shout out to my eclipse spot, the little village of Evant, TX they’ve closed off the entire town square and turned it into an eclipse party slash BBQ cookout

immediately switching into Product Case Interviewer mode and replying with “I’d like to dig a little deeper on your switching assumptions, how do you get to fifty percent?”

This is how normal people think Business and The Economy work when they're in middle school.

Slowly shrinking and turning into a corncob over here

Bluey fans - rejoice in this read from Nic Fildes on the spread of the show around the world www.ft.com/content/0a3c...

How Australia’s ‘Bluey’ conquered children’s entertainmentwww.ft.com The offbeat television show about an animated family of cattle dogs has fast become the country’s most important cultural export

TIL the House of Mouse runs an official “Disney Lofi” artist channel on Spotify absolute genius marketing tbh

alright everyone, it is your patriotic duty to buy SPX futures right on the close tomorrow to make sure we end 2023 at a new ATH

Bob Rubin uses the “deficit premium” as a model for how Clintonian fiscal discipline drove long yields down and growth *up*, contra Keynes. I like this model and I reckon you could extend it to accommodate negative deficit premia

Rubin dunking on supply-side economics is a true joy to read

Bob Rubin’s autobiography starts off strong with a post-Mexico-bailout cameo from *the* Steve Stockman, 23 years before his conviction for felony money laundering

when the humans are watching a prestige drama and you want to look like you know what’s going on, but you can’t follow the plot because you are a cat

Concluding my read-through of Alan Greenspan’s autobiography and it’s pretty much exactly what you’d expect

anyway, I still think Greenspan inherited a massively favorable monpol environment from Paul Volcker and global growth environment from the Uruguay Round, and sleepwalked the whole thing into a ditch, but at least he had the good sense to quit before the blowup

making fusion cuisine (putting chili crisp in the bolognese sauce)

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It is absolutely *wild* how Greenspan takes a victory lap for the ‘95 soft landing and skips straight over the ‘94 bond massacre. He nuked the bond market! Orange County imploded (admittedly with a little help from the BT structured products desk)! You can’t just pretend 1994 didn’t happen!

look at this little floof gremlin

the misplaced hyphen makes it look like the galaxies are extremely metal, which I approve of do they have Mötley Crüe's entire catalog on vinyl phys.org/news/2023-12...

Astronomers detect almost 100 new extremely-metal poor galaxiesphys.org By analyzing the early data from the Dark Energy Spectroscopic Instrument (DESI), an international team of astronomers has identified 95 new extremely metal-poor galaxies at a low redshift. The findin...

I am absolutely on board with the whole soft-landing, it's-all-good, Transit-Tori-shanté-you-stay narrative, but FFs pricing for six-and-a-half cuts in 2024 seems just a little enthusiastic?

have volunteered to cook a giant prime rib for the better half’s family Christmas do this is the final boss challenge of Impressing The Folks

Change one word in a book's title to make it more apropos

this is going to be hi-la-ri-ous can’t imagine anything that could possibly make this book look comically outdated!

starting a GoFundMe for the Giants to hand Shohei Ohtani a blank check and tell him to write whatever number it takes

looks like someone just had a very bad time in USDJPY

a movie about the November run-up in ultra bond futures and it's called Sixteen Handles

When you have been called in for a meeting by your cat

I am calling for a total and complete shutdown of A16Z until our country’s representatives can figure out what is going on

Shout out to the 911 C4 GTS with Wyoming tags that passed me on Sand Hill Road this afternoon, you might as well have a bumper sticker that says I’M EVADING SALES TAX

Alaska Airlines offering a >200% takeover premium for Hawaiian is absolutely off the hook Fed’s gotta hike to infinity percent