Billions on Showtime, Season 2, Episode 5: Currency

source: Showtime

How to save a quarter? How to bag a wolf? We learn from the very best in this week’s Billions episode 😀

Wags arrives at Axe Capital in his vintage Mercedes in the opening scene of Currency. He looks GOOD for a change. And he has something important to tell Axe but the other does not let him speak because it is not his turn to speak. While Wags was MIA for the last couple of days “learning the Yaqui way, or how to run like the Tarahumara” Axe has been fighting the “Battle of Thermopylae” frequently cited as an example of a patriotic defense where the small Greek army was able to defend its land against the huge Persian army in a three-day battle.  Continue reading “Billions on Showtime, Season 2, Episode 5: Currency”

From the Trader’s Desk: 2 for 1 Special!

Happy Friday from the Trader’s Desk!

This week, I’m giving you a 2 for 1 special! As the “fin speak” in “Optimal Play” and “The Oath” was at a minimum, I’ll be giving you my thoughts and observations on both today.

Optimal Play

I was so happy that basically an entire episode was dedicated to my sister Damianista’s specialty of game theory. If you haven’t, read her recap. It will give you a professional’s take, and it’s great.

I don’t know much about game theory (a reason I need to sit in on a game theory class, taught at a major university; know anyone that can help?), but I do know what is and isn’t insider trading. And, it’s a shame that poor flight attendant McKayla didn’t. I guess she didn’t know you are supposed to do a Dollar Bill when you are talking to ADA’s and just keep saying “Lawyer! Lawyer! Lawyer!” Continue reading “From the Trader’s Desk: 2 for 1 Special!”

Billions on Showtime, Season 2, Episode 4: The Oath

Just three episodes in and we have received terrific news that Showtime has renewed Billions for a third season! The news is not surprising given that Billions is the SMARTEST show on TV but still THIS WAS FAST! Congratulations to the entire cast and crew, we are over the moon for you and yeah, for us, too!

And who knew “Paulie Pennino” of Billions would come back to direct Axe in Season 2 Episode 4? It is a true delight Noah Emmerich is directing this episode! I love him as Agent Beeman in The Americans! And, hey, he is also directing Richard Thomas, who brings to life Beeman’s boss Agent Gaad in The Americans and whom I loved as John-Boy in The Waltons as a little girl, in this episode!

source: @SHO_Billions

Axe is finally in the final three in his bid for the NFL team. Over lunch at Vaucluse, Mark Cuban tells Axe NFL does not like guys like them because they did come from nothing, earned their money calling bullshit openly and publicly and so they come across as people that can break the etiquette. According to Cuban, Axe needs to hang up the gloves and focus on changing the “hearts and minds” that will give him what he wants. Continue reading “Billions on Showtime, Season 2, Episode 4: The Oath”

Billions on Showtime, Season 2, Episode 3: Optimal Play

source: Showtime

I could not be happier that a game theory term makes it to the title of this week’s episode: Optimal Play. Optimal Play, also known as Best Response, is the strategy that produces the most favorable outcome for a player, taking the strategies of other players in the game as given.

Given that the entire hedge-fund industry is under siege and that he needs to adapt, Axe’s optimal play is to venture out of the city walls and straight into the NFL. We learn from his chat with NY Giants chairman Steve Tisch that Axe grew up with football on a “24-inch Trinitron knock-off” and his first ever football game in a stadium was in Tisch’s box. As Tisch shares with him that he needs to jump through quite a few hoops to impress the NFL, Axe is pretty confident about his bid and already trying to figure out where his seat will be at the stadium. Not here at MetLife Stadium, of course. NY Giants is not for sale 😀 Continue reading “Billions on Showtime, Season 2, Episode 3: Optimal Play”

“From the Trader’s Desk” Ep. 2: Dead Cat Bounce

Welcome to “From the Trader’s Desk” and my recap of “Dead Cat Bounce”. (I’m just going to say this upfront: I hate that term, but only because I’m a cat momma!)

We open up at the Spartan-Ives sponsored “Thought Leaders” conference, which costs $3,000 to attend. These types of conferences are common, and can be market movers. Certain managers will mention a stock they like (or don’t) and it will move the stock price as they are speaking.

Source: Showtime

Continue reading ““From the Trader’s Desk” Ep. 2: Dead Cat Bounce”

Billions on Showtime 2.02: Dead Cat Bounce

Continuing the rollicking cadence of win/loss and cat/mouse, Billions picks up the pace in an energetic Episode 2.

“Dead Cat Bounce” is  book-ended by a fake smile with handshake on one end and a sincere sneer and handshake on the other, going deeper exactly where we need it to go.

Axe is still a nervous cat, but a merry one, as he publically humiliates arch nemesis du jour, Todd Krakow, in the opening scene and continues throughout the episode to dig the claws deeper into the side of this twerp who tried to steal Wendy from him.

Continue reading “Billions on Showtime 2.02: Dead Cat Bounce”