Yes I know the secret that’s within your mind
You think all the people who worship you are blind
You’re just like Big Brother, giving us your trust
And when you have played enough you’ll cast our souls into the dust
Who Are You? – Black Sabbath
Trust: firm belief in the reliability, truth or strength of someone or something
Happy Friday and it’s time for another view From the Trader’s Desk, and what this trader would short this week is trust. There is a lot of talk from this group of loyalty and trust – but that is all that it is, talk. And we all know that talk is cheap.
A little housekeeping before I get into my trust meter:
I have never heard of this organization Wags gets rejected from, Kappa Beta Phi so I have not a thing to add. It’s a secret society, so that explains it. However, I would love to see these titans of the financial world dressed in drag, because anyone who knows me knows that I love RuPaul’s Drag Race! I am anxious to see just how Wags gets his revenge! It will be one for the ages! Continue reading “From the Trader’s Desk: Trust No One! Billions S4E6”
Is this it? Can this really be the last “From the Trader’s Desk” for this season? Sadly, the answer is yes. I have enjoyed writing about Billions from the “Wall Street” side of things, and hope you’ve enjoyed my posts as well. I also hope I helped with the “fin-speak” and in understanding the world of finance. On a personal note: I didn’t know if I would be able to contribute to FanFun when Billions started in March, after being diagnosed with Hodgkin’s Lymphoma last summer. But, not only did I contribute almost every week, I feel I have done some of my best writing. Thank you Damianista, and everyone who reads our blog for helping me get back to normal!
Instead of a basic recap, I’ll look at the two relationships that were the backbone (from the financial side anyway) of this episode: Axe-Taylor and Taylor-Wendy. I know there was a flurry of “fin-speak” at the Spartan-Ives Capital Introduction Event at CitiField (my second home on many Saturdays!), but I won’t go into details about it. I don’t think they were relevant to the overall episode (as opposed to other times when it was the meat of the story). I have updated the Billions:Glossary with all the definitions, and as always, if there is something you’d like me to explain or give examples of, please let me know. Continue reading “From The Trader’s Desk: Where Does Your Loyalty Lie? Recapping S3 Ep12 “Elmsley Count””
Rivals all across the land
He kills them with his knife in hand
He’s the meanest guy around his town
One look and he will cut you down
Johnny Blade – Black Sabbath
Hello and welcome to the second to last week of Billions from the Trader’s Desk. This week I’ll be breaking down “Kompenso” in 3 Acts: Comp Day, The God of War, and Revenge of the Quants.
Before I get into my analysis, I’d just like to say that I love the casting of Patti D’Arbanville as Momma Axelrod. She’s a born and bred NYC girl, and that comes across in her accent and mannerisms playing Axe’s mom. Perfect casting Mr. Koppleman and Mr. Levien! Continue reading “From the Trader’s Desk: Is Axe Ares the God of War? Recapping S3 Ep11 “Kompenso””
“Uneasy lies the head that wears the crown…”
Greetings from the Trader’s Desk!
Before I dive into the episode, I would like to thank the writers of this episode, Brian Koppelman and David Levien. As a New Yorker, kid of the 80’s and a trader, I can tell you they bring the realness of all three of those things of which I am and hold dear. From the mid-town Manhattan office of Axe Capital, to the setting of my favorite place for pierogies, (Veselka) to having real hedge fund managers (Marc Lasry of Avenue Capital and Michael Platt of BlueCrest Capital Management) at the idea dinner, a line from the movie that changed my life (“Wall Street”), to a beautiful view of the Freedom Tower, they continue to not just make this one of my favorite shows, but bring it home so authentically. By Season 3 some writers would be phoning it in, but they certainly don’t. Continue reading “From the Trader’s Desk: Billions S3 Ep1: “Tie Goes To the Runner” – The King without a Crown?”
Billions Season 3, episode 1, long time coming, eh? Let’s skip the pleasantries and get down to it, shall we? Continue reading “Billions on Showtime, 3.01: Tie Goes to the Runner”