“I’m actually in the midst of flattening out my long, which was a maximum long bond position in the process of flattening that out in the next day or two.”

“I had basically four 90-minute sessions with them over two days and walked them through that assessment. And the feedback I got was very positive”

“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”

“…when the transformer came out, it was literally, as soon as the paper came out, literally the next day… it was clear… that transformers address the limitations of recurrent neural networks of learning long-term dependencies.”

“I think it's a completely reasonable position to take. It's essentially a Larry Swedrow position, right? He says, take your risk on the equity side, right? Keep your bonds very safe, very high quality, very short-term, you know, short-term treasuries, for instance. Well, the shortest-term bonds are cash, right? That's what cash is.”