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Dennis Davitt - Markets Models (S4E7)
Flirting with Models
Credit Suisse - What's the Difference Between Markets and Models?
I want to spend a little bit of time unpacking this idea, but maybe we can start with a story. One of the fun stories you told me was about when you were at credisuis this starbuck's warrant's story. So i was hoping you could tell that story for me. And credit swiss we would do, there would be these warrant trades. Weou'd win 50 % of em. That was roughly where you wanted to be. It kept the marketers happy. You just kind of looked at your dollars' curve and built out what interest rates are using whatever it was plus or minus 20 bips. But after anthought in private equity who used to work with
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