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@choffstein "Recorded a Flirting with Models episode yesterday on the past present and future of systematic fixed income investing. Recorded a Flirting with Models episode today about OTC in crypto markets. My topic choices are best modeled by a drunkard's walk"
@choffstein on X 2025-07-24 20:17:06 UTC 77.3K followers, 14.4K engagements

""Corey why do you post so much ☠ death to dad bod content Surely you're ripped by now." Y'all I literally make myself cheesecake on Sundays to eat for breakfast every day"
@choffstein on X 2025-07-20 20:47:08 UTC 77.3K followers, 24.3K engagements

"i had a sign wrong and the entire analysis is backwards. i mean the math in the appendices is all correct but the other 5000 words were wasted. into the trashcan you go. 🫳 🗞 🗑"
@choffstein on X 2025-07-18 00:24:00 UTC 77.2K followers, 19.6K engagements

"Buy spot $PUMP Sell $PUMP perp 1000% cash-and-carry trade hyperliquid"
@choffstein on X 2025-07-14 18:06:02 UTC 77.3K followers, 81.4K engagements

"What lessons can we learn about crypto treasury companies from the "investment trusts" of the 1920s"
@choffstein on X 2025-07-25 14:51:19 UTC 77.3K followers, 98.7K engagements

"@lawhon_sam You can technically charge on $110mm but it's largely frowned upon (and definitely not the industry standard here)"
@choffstein on X 2025-07-19 00:09:35 UTC 77.3K followers, XXX engagements

"people keep complaining that it's "so hard" to earn points on lighter. look it's simple as: - deposit millions of wstETH into Compound - borrow USDC against it - short millions of ETH on lighter immediately you'll be on the top of the weekly leaderboard"
@choffstein on X 2025-07-16 12:34:07 UTC 77.3K followers, 7264 engagements

"talking to my wife about having more kids"
@choffstein on X 2025-07-24 15:14:55 UTC 77.3K followers, 11.5K engagements

"@TimTheMM @mending_primus @moreproteinbars The correct answer was Honeycrisp you animals"
@choffstein on X 2025-07-25 21:31:07 UTC 77.3K followers, XXX engagements

"@PaulKim_ETFs I've looked and came up empty. But given that it violates ERISA requirements almost every (major) mutual fund family will waive them. And the "ETF-of-ETFs" is pretty limited set of funds but none I've found take your approach"
@choffstein on X 2025-07-26 12:52:23 UTC 77.3K followers, 1001 engagements

"You launch an ETF and raise $100mm. You launch a second ETF. Your first ETF allocates XX% of its capital ($10mm) to your second ETF. What is your total firm AUM"
@choffstein on X 2025-07-18 20:02:59 UTC 77.3K followers, 27K engagements

"Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17) My guest this episode is Benjamin Hoff Global Head of Commodity Strategy and Research at Socit Gnrale. Ben started his career in rates before making the jump to commodities and that lens shaped by curve arbitrage convexity and carry colors everything he does. In this conversation we explore how commodities differ fundamentally from other asset classes: the importance of cash-and-carry economics the sparse information cadence that rewards technical models and the physical realities that challenge purely quantitative approaches. We"
@choffstein on X 2025-06-30 16:49:54 UTC 77.3K followers, 15.8K engagements

"@PaulKim_ETFs Nobody said you weren't following regulatory requirements Paul. You're simply not following the standard practice of waiving AFFE from affiliated funds. And of course you have to argue the investor is net better off post-fee: the board would never allow it otherwise"
@choffstein on X 2025-07-26 12:39:28 UTC 77.3K followers, 1098 engagements

"Reluctant to retweet this given the number of good folks I know at Simplify. But I'd hope my friends would call me out if they think I've crossed the line. Charging the pass-through cost on $SBIL really flies in the face of industry standards"
@choffstein on X 2025-07-25 20:38:14 UTC 77.3K followers, 45.4K engagements

"☠ death to dad bod trying to earn my cheesecake 🚲 XX minutes assault bike warm up 🏋♂15 Round EMOM 3x (Clean + Thruster) @ 135lb barbell X minute rest 🏋♂ X Round EMOM 3x (Burpee + Clean + Thruster) @ 24kg KBs X minute rest 🏋♂ X Round EMOM 3x (Burpee + Clean + Thruster) @ 24kg KBs"
@choffstein on X 2025-07-21 17:58:48 UTC 77.3K followers, 6681 engagements

"🪙 Golden Opportunities: Enhancing Traditional Portfolios with a Gold Futures Stack 📈 Why should gold have a positive risk premium ⚖ Gold as diversifier inflation hedge dollar hedge or crisis hedge 🥞 How gold stacks on a portfolio"
@choffstein on X 2025-07-23 14:22:48 UTC 77.3K followers, 8252 engagements

"Surely this is the platform that will finally unite all Americans"
@choffstein on X 2025-07-25 04:04:44 UTC 77.3K followers, 15.1K engagements

"@JasonMutiny @ItsMyst88 @coloradotravis @SimplifyETFs There are a few active long vol ETFs and mutual funds out there as well. $MSVX $IQDNX and $ABRSX come to mind. And we offer some strategies that might fit in the category as well"
@choffstein on X 2021-02-04 02:34:00 UTC 77.3K followers, XX engagements

"That's a trade-off of explicit vs implicit costs. E.g. I can replicate the S&P XXX in my ETFs and eliminate holding an S&P XXX ETF but the all in implicit costs (trading implementation risk etc) makes it cheaper for my shareholders if I hold the ETF even though the explicit costs seem higher"
@choffstein on X 2025-07-26 17:41:11 UTC 77.3K followers, XXX engagements

"Once again I never said you were out of line with SEC requirements. And I'm not talking about "other structures." I'm clearly talking about 1940 Act structures. Here's yet another example of affiliated AFFE being waived: this time of an asset allocation fund-of-fund series. You're just as certain that I'm wrong about the general standard here so why can't you share a single example of someone else doing it your way"
@choffstein on X 2025-07-26 15:47:44 UTC 77.3K followers, XXX engagements