Rohan Murdeshwar
@timesnewrohan.me
There's an Aaron Sorkin/Adam McKay movie waiting to be written about the private credit industry.
July 3, 2025 at 6:30 PM
There's an Aaron Sorkin/Adam McKay movie waiting to be written about the private credit industry.
An already skewed distribution looks like it's just going to become even more skewed. "Only a few hundred people globally have the right mix of mathematical fluency, research chops and engineering experience to develop cutting-edge AI models."
Superstar coders are raking it in. Others, not so much
For a few AI whizzes, pay is going ballistic
buff.ly
July 3, 2025 at 3:01 PM
An already skewed distribution looks like it's just going to become even more skewed. "Only a few hundred people globally have the right mix of mathematical fluency, research chops and engineering experience to develop cutting-edge AI models."
Writing about the different market reactions to possible UK debt expansion after yesterday's PMQs versus US debt expansion after OBBBA, @weisenthal.bsky.social touches upon a point that I think we sometimes forget: the huge advantages of scale.
July 3, 2025 at 11:45 AM
Writing about the different market reactions to possible UK debt expansion after yesterday's PMQs versus US debt expansion after OBBBA, @weisenthal.bsky.social touches upon a point that I think we sometimes forget: the huge advantages of scale.
“War itself, as an insurance product, tends to be . . . either you lose everything or make a fortune. And many fortunes have been made by underwriters prepared to take a risk.”
Insurers lift prices 60% for key Iran route as conflict threatens shipping
Vessels face multiple dangers in Strait of Hormuz, a chokepoint for trade in crude oil
buff.ly
June 18, 2025 at 6:31 PM
“War itself, as an insurance product, tends to be . . . either you lose everything or make a fortune. And many fortunes have been made by underwriters prepared to take a risk.”
So much nuance in the European conquest of parts of India: without the assistance of local actors things may have turned out very differently (Jagat Seths and the East India Company; Timoji and the Portuguese).
June 5, 2025 at 8:47 AM
So much nuance in the European conquest of parts of India: without the assistance of local actors things may have turned out very differently (Jagat Seths and the East India Company; Timoji and the Portuguese).
The @financialtimes.com editorial board seems to forget what its own columnists have written in the past. The US has carte blanche because its "futile to try and use the local justice system". Everyone else must provide evidence and permit "an independent probe". buff.ly/gVjA1BJ and buff.ly/zMRpmxt
May 8, 2025 at 11:45 AM
The @financialtimes.com editorial board seems to forget what its own columnists have written in the past. The US has carte blanche because its "futile to try and use the local justice system". Everyone else must provide evidence and permit "an independent probe". buff.ly/gVjA1BJ and buff.ly/zMRpmxt
Reading Hofstadter's The Paranoid Style in American Politics feels, at least for someone with no knowledge of the philosophies underlying MAGA, a bit like getting the answer key when everyone else is scratching their heads. Should be required reading.
May 7, 2025 at 3:01 PM
Reading Hofstadter's The Paranoid Style in American Politics feels, at least for someone with no knowledge of the philosophies underlying MAGA, a bit like getting the answer key when everyone else is scratching their heads. Should be required reading.
News headlines on the "exodus" of companies from the UK stock market may catch eyeballs but readers may need to rub their eyes and look at the data more closely.
April 30, 2025 at 6:30 PM
News headlines on the "exodus" of companies from the UK stock market may catch eyeballs but readers may need to rub their eyes and look at the data more closely.
Is the fundamental question of all Indian political ideology: how do we keep the country together?
April 16, 2025 at 11:45 AM
Is the fundamental question of all Indian political ideology: how do we keep the country together?
This piece by @manvir.bsky.social has an insightful point that despite historians' condemnation of the "end of history" (Hegel, Fukuyama et al), the same historians will compare global empires/societies against a European template.
April 14, 2025 at 7:40 PM
This piece by @manvir.bsky.social has an insightful point that despite historians' condemnation of the "end of history" (Hegel, Fukuyama et al), the same historians will compare global empires/societies against a European template.
In times like these, a reminder of who the boss in the room really is. Fixed income market (~$800 trillion) is 4x equities (~$200 trillion).
April 9, 2025 at 8:00 PM
In times like these, a reminder of who the boss in the room really is. Fixed income market (~$800 trillion) is 4x equities (~$200 trillion).
Niall Ferguson strives very hard to be the flag bearer for 21st century Orientalism. And for a historian, this 2011 article on Turkey is shockingly bad history.
April 9, 2025 at 3:01 PM
Niall Ferguson strives very hard to be the flag bearer for 21st century Orientalism. And for a historian, this 2011 article on Turkey is shockingly bad history.
Clearly Trump doesn't read history but if he did I'd bet he'd pick the wrong lessons.
April 8, 2025 at 8:30 AM
Clearly Trump doesn't read history but if he did I'd bet he'd pick the wrong lessons.
Excellent podcast with one of the greatest storytellers cricket has ever had. buff.ly/bPY6236
Harsha Bhogle speaks from the heart – Full interview with The Final Word
India's voice of cricket has a long relationship with Australia, part of ABC radio since 1991. This didn't happen by accident: Harsha Bhogle was the classic ...
youtu.be
April 7, 2025 at 9:00 PM
Excellent podcast with one of the greatest storytellers cricket has ever had. buff.ly/bPY6236
Regardless of the many holes in this paper (selection biases, no numbers?, alternative explanations?), it's still a helpful reminder of Trade for Peace: the centuries-old notion that commerce can prevent wars... a beautiful idea that history keeps rudely interrupting.
April 7, 2025 at 6:30 PM
Regardless of the many holes in this paper (selection biases, no numbers?, alternative explanations?), it's still a helpful reminder of Trade for Peace: the centuries-old notion that commerce can prevent wars... a beautiful idea that history keeps rudely interrupting.
Is The Darjeeling Limited the original White Lotus?
From the movies community on Reddit
Explore this post and more from the movies community
www.reddit.com
April 7, 2025 at 4:22 PM
Is The Darjeeling Limited the original White Lotus?
Looking at the past 200 years, how is a global war not *more* likely than a 1-in-200 year risk?
Insurers must do more on geopolitical risk
Broadstone report reveals that insurers must do more on geopolitical risk
buff.ly
April 7, 2025 at 3:00 PM
Looking at the past 200 years, how is a global war not *more* likely than a 1-in-200 year risk?
Outside of the catastrophe modelling world, I don' think people realise how big Japan earthquake numbers are.
There's a 70% chance that a Mw 7.3 earthquake hits Tokyo in the next 30 years resulting in $1 trillion of economic losses.
There's a 70% chance that a Mw 7.3 earthquake hits Tokyo in the next 30 years resulting in $1 trillion of economic losses.
April 5, 2025 at 8:30 AM
Outside of the catastrophe modelling world, I don' think people realise how big Japan earthquake numbers are.
There's a 70% chance that a Mw 7.3 earthquake hits Tokyo in the next 30 years resulting in $1 trillion of economic losses.
There's a 70% chance that a Mw 7.3 earthquake hits Tokyo in the next 30 years resulting in $1 trillion of economic losses.
Reddit is the gift that keeps giving. Here, an October 1854 article in @economist.com, on Russian military weakness during the early stages of the Crimean War.
It's part propaganda and othering: self-congratulatory ("Our suspicions have now been more than realised"),
It's part propaganda and othering: self-congratulatory ("Our suspicions have now been more than realised"),
April 4, 2025 at 6:30 PM
Reddit is the gift that keeps giving. Here, an October 1854 article in @economist.com, on Russian military weakness during the early stages of the Crimean War.
It's part propaganda and othering: self-congratulatory ("Our suspicions have now been more than realised"),
It's part propaganda and othering: self-congratulatory ("Our suspicions have now been more than realised"),
and when everything goes wrong they can just blame the Greeks
This Is the Formula Trump's Team Used to Calculate Tariffs
President Donald Trump’s administration calculated its raft of new tariffs primarily based on existing trade balances — a departure from pledges to match the tariff rates and other trade barriers…
www.bloomberg.com
April 3, 2025 at 3:21 PM
and when everything goes wrong they can just blame the Greeks
Year-end performance reviews will be employees talking about how efficient they've become but not so efficient that it becomes their last review.
April 2, 2025 at 3:05 PM
Year-end performance reviews will be employees talking about how efficient they've become but not so efficient that it becomes their last review.
In hindsight it's hard to see how a bookstore would NOT have thought that an e-commerce/digital/Staples strategy was an appropriate response to Amazon.
buff.ly/CPYZ7nY
buff.ly/CPYZ7nY
April 2, 2025 at 2:27 PM
In hindsight it's hard to see how a bookstore would NOT have thought that an e-commerce/digital/Staples strategy was an appropriate response to Amazon.
buff.ly/CPYZ7nY
buff.ly/CPYZ7nY
Wild how much the earth moves: there were 9,556 earthquakes in the last 30 days. 102 in the last week alone with a magnitude > 4.5.
buff.ly/hA4m20D
buff.ly/hA4m20D
April 1, 2025 at 3:19 PM
Wild how much the earth moves: there were 9,556 earthquakes in the last 30 days. 102 in the last week alone with a magnitude > 4.5.
buff.ly/hA4m20D
buff.ly/hA4m20D