The end of the TACO trade
Khamenei’s death didn’t just trigger a crisis, it buried a trade. The Trump Always Chicken Out (TACO) trade is gone for good. What's next?
Is AI becoming taboo in mathematics?
The danger isn't AI in mathematics; it's using it in secret.
Arbitrage-free pricing on blockchains with the "Validator Account"
Staking rewards are protocol-guaranteed and deterministic. We introduce the first formal risk-free rate framework for blockchain assets.
Conversation on AI‑Driven finance
I joined Derek Ting on his "What I Think" podcast to walk through AI's evolution; from basic regressions to transformers, and what that means for finance today.
Using LLMs to quantify the Fed's Beige Book
Eight times a year, the Federal Reserve publishes a qualitative report that influences trillion-dollar decisions. Can we use LLMs to process it faster?
The Lithium Battery Industry Is Running Low
The price of lithium, an essential component of electric batteries, plummeted by more than 80% since its peak in 2022. A prolonged slump would have dire consequences for innovation.