Alpha_Ex_LLC ✓

@Alpha_Ex_LLC · joined 06 Feb 2020

Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry

21 140Followers

1 095Following

5 613Posts total

55.3KViews on collected posts

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Alpha_Ex_LLC ✓@Alpha_Ex_LLC9 Sep

Latest from our Treasury Secretary couldn’t be more inconsistent with Warsh’s intention to allow market prices to provide clean information. This is unearned bravado at a time when both humility and leadership are critical right now. Bessent is currently showing neither. This

3.6K views · 49 likes · 4 reposts · 4 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC8 Sep

"The Case for Tail Hedging" https://t.co/0nnvS7OtEi https://t.co/iduEagHd00

4.8K views · 47 likes · 7 reposts · 1 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC7 Sep

@Alpha_Ex_LLC Low intra-equity correlation and high stock-bond correlation is an awkward combination: dispersion looks rich while the traditional portfolio hedge weakens. The key question is whether the two correlations converge in stress—or both jump together. 48 views · 0 likes · 0 reposts · 0 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC7 Sep

@Alpha_Ex_LLC The action is in Japan https://t.co/bWsSquqUOb 168 views · 0 likes · 0 reposts · 0 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC7 Sep

🎌Japan already bought the yen. The ministry just has not said so yet. Last week I put a 60% chance on official yen-buying. Refreshing my Quant Models this morning, that number goes to 70%. We will not know until the November MoF daily list, or a Katayama statement. Officially

33K views · 12 likes · 6 reposts · 1 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC7 Sep

Happy Labor Day.... one year realized correlations: stock to stock within SPX: 7.8% (all time low) stock to bond (SPX to TLT): 22.9% (near all time high) https://t.co/1EjVVNDA8d

4.9K views · 40 likes · 9 reposts · 2 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC6 Sep

Claude, have you seen any studies showing the increase in length of LinkedIn posts as related to the creation of AI and its ability to generate writing? ====> Pangram Labs (2026). Across more than a million social posts, LinkedIn led every platform, with over 41% of long-form 2.5K views · 7 likes · 0 reposts · 0 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC26 Aug

@Alpha_Ex_LLC 200+ episodes deep and the conversations still don't feel repetitive, that's rare. Dropped you a DM, check it out. 13 views · 0 likes · 0 reposts · 0 replies Open on X →

Alpha_Ex_LLC ✓@Alpha_Ex_LLC3 Aug

Charts referenced in most recent pod: “The Market Disregards Correlation” Apple: https://t.co/Ol8JDRPyJL Spotify: https://t.co/nG4KNeO2Rd https://t.co/8RjjL35ymO

6.3K views · 36 likes · 2 reposts · 2 replies Open on X →

เทียบกับบัญชีขนาดเดียวกัน

9 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.

ยอดดูมัธยฐาน3 564บัญชีนี้924ค่ามัธยฐานของ 10K–100K

การเข้าถึง, %16.86%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K

การมีส่วนร่วม, %0.28%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 10K–100K	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	3 564	924	3.86×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	16.86%	3.62%	4.66×
อัตราการมีส่วนร่วม	0.28%	1.52%	0.19×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

6.3K3 Aug

1326 Aug

2.5K6 Sep

4.9K7 Sep

33K

168

4.8K8 Sep

3.6K9 Sep

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.63%3 Aug

0.00%26 Aug

0.28%6 Sep

1.04%7 Sep

0.06%

0.00%

1.15%8 Sep

1.60%9 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes59.3%191 in total

Reposts8.7%28 in total

Replies3.1%10 in total

Quotes0.3%1 in total

Bookmarks28.6%92 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

โพสต์ล่าสุด

เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

บัญชีที่คล้ายกัน