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!
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”
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”
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.
That is what you get when you try to poach Axe’s most valuable employee, Todd.
Axe starts picking on Todd’s obviously scripted speech at Spartan-Ives “Global Thought Leaders” panel moderated by Lawrence Boyd. While Krakow’s choice of poet is Pindar, Axe’s seems to be Walt Whitman (who can forget the “barbaric yawp” scene from Dead Poets Society?). Is it just me or does Wags’ smile turn to concern as Axe leaves the room saying Krakow’s “party cocktail tutor” owes him a refund?
Axe apologizes to Boyd for being a bad boy but Boyd cannot be happier about what just happened. It seems he picked the panel for its entertainment value. The street will talk about this for weeks and whoever was not in the room will make Spartan-Ives their prime broker to be able to attend next year. Axe is not happy about playing “the bull” to Boyd’s “red sash” every time. Continue reading “Billions on Showtime, Season 2, Episode 2: Dead Cat Bounce”