ex-investment banker and PE investor - 10y in Finance disrupting finance through community. building in public, subject to due diligence.
Joined May 2025
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every year I watch the same thing.
a brilliant 21-year-old opens a rejection email at 7:40am on the metro. "after careful consideration…"
then they go to class and pretend they're fine.
finance recruiting is the loneliest thing most people will ever do.
every CIM says "unique market position." somewhere there's a company that is perfectly average and honest about it. i'd buy it.
referrals mattered less than people think. "great guy, met him at a dinner" moved nothing.
the one i never forgot came from a junior analyst: "i did mocks with her for a month. she's ready."
the only referral line that ever made me move a CV to the top. the best referral is someone who's watched you practise.
alstom -26% after cutting its forecast over delays on its coradia max trains. the only thing at alstom running ahead of schedule this morning was the share price. wrong direction, sadly
the friend who got me through recruiting wasn't the smartest in my class.
he was the one on my exact timeline. we swapped questions every evening by voice note. a two-man podcast with zero listeners and excellent retention.
the best study partner isn't the one who knows the most. it's the one going through it with you.
Managing Partner retweeted
Kalshi 🤝 S&P
S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets.
The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market.
Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings.
These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone.
Today, this structure extends beyond stocks to bonds, commodities, currencies, and more.
The next step is to bring that structure to the events that shape everyone’s lives.
Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts.
Think about what that opens up.
An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues.
Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving.
Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact.
The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.
Managing Partner retweeted
Anthropic
2025 revenue: $4.6 billion
2025 net loss: -$42 billion
IPO valuation: $2 trillion
microsoft offering voluntary buyouts to 60,000 employees. in banking we also offer a voluntary buyout. it's called "your bonus number"
Microsoft offers voluntary buyouts to 60,000 employees cnbc.com/2026/10/26/microsof…
a good mock partner is worth more than any premium guide. the guide never interrupts you. that's the problem with the guide.
first mock with a senior who'd just signed his offer: "what happens to EV if the company raises debt and keeps the cash?"
i said EV goes up. he just waited. the silence of a man who already has his signing bonus.
one hour with someone who sat the exam last year is worth a week of guides. most candidates never get that hour.
on the other side of the table, after a superday we'd score every candidate on a sheet: technicals, fit, "would i staff them." the most consequential spreadsheet in the building. no version control.
candidates never saw it. some missed by one box. they'll never know which.
if you can't get the score from them, build your own: after every interview, grade yourself on those three lines, the same night.
when i was the recruiter, i rejected a candidate after a final round.
two days later she emailed. not to complain. one line: "what's the one thing i should improve before next year?"
i answered, honestly. next season she interviewed again, that exact thing fixed. offer.
almost nobody asks. always ask for feedback after a rejection: short, polite, one question. worst case, silence. you already have silence. it's a free option, and bankers love a free option.
comparing your timeline to your friend's is the fastest way to lose a month. you're not comps. different sector, different cycle.
