From the Trader’s Desk: S3 Ep9 “Icebreaker” Axe: Killing Yourself to Live?

So you think it’s me who’s strange
But you’ve never had to make the change
Never give your trust away
You’ll end up paying till your dying day
Killing Yourself to Live – Black Sabbath

Is that what Axe is doing? Is he putting himself (and possibly others) in such a dangerous position, just so he can still be Bobby “Fucking” Axelrod? And in the end, will it be worth it? Is he Killing Himself to Live?

Happy Friday from the Trader’s Desk. Please indulge me this week, as I won’t be doing a usual recap, but more of my observations on the state of things at Axe Capital, and the possible consequences.

This week’s episode, “Icebreaker” was many things, but first and foremost for me, the word intense comes to mind. There was also an overtone of doom (at least in my opinion). Two main characters, Axe and Taylor, are putting themselves in precarious positions, although one is much more dangerous than the other. Continue reading “From the Trader’s Desk: S3 Ep9 “Icebreaker” Axe: Killing Yourself to Live?”

From The Trader’s Desk: “All The Wilburys” – We’re going to the end of the line

Every day I sit and wonder
How my life it use to be
Now I feel I’m going under
Now my life is hard to see
So tell me people, am I going insane, insane?
Am I Going Insane – Black Sabbath

Greetings from the Headbanger’s Ball, oops, I mean the Trader’s Desk! It will never get old for me, but once again I’m starting my post with lyrics from Black Sabbath. This episode had me yelling at my television, and asking if Axe is going insane. He is making all the emotional decisions that have brought him to the brink of disaster.

A triumphant Axe parades into Axe Cap to the tune of “Never Say Die” by Black Sabbath! What else would a victorious kid from Yonkers wear but a Black Sabbath “Master of Reality” t-shirt to confirm his bad-ass self is back! Of course Axe is a Sabbath fan; in Season 1, he showed his love for Metallica and in Season 2 his appreciation for Megadeth. He’s now going old-school, as Sabbath is considered by many the fathers of heavy metal (don’t come at me with the Led Zeppelin or Deep Purple argument!) Axe has lived to fight another day. It’s nothing but high-fives and cheers for the returning King. Continue reading “From The Trader’s Desk: “All The Wilburys” – We’re going to the end of the line”

From the Trader’s Desk: We Sold Our Souls, Recapping Billions S3 E7 “Not You, Mr. Dake”

You’re searching for your mind don’t know where to start
Can’t find the key to fit the lock on your heart
You think you know but you are never quite sure
Your soul is ill but you will not find a cure yeah

Your world was made for you by someone above
But you chose evil ways instead of love
You made me master of the world where you exist
The soul I took from you was not even missed yeah

Lord of this World –  Black Sabbath

It seems this episode has a lot of lost souls – will they be missed? Characters we thought we knew dive even further into the abyss. For some, its par for the course; for others (at least in my opinion) it’s a bit of a shock. In the world of “Billions” if you’re not part of the Triumvirate, you are not seen as anything but usable. Even though our trio weasels their way out of their mess, it seems like a Pyrrhic Victory.

Nobody knows what they are capable of doing in a stressful situation. We all say we won’t cross an imaginary “line”, but when faced with jail, the loss of your freedom, and the pain that would inflict on your family, your “line” can and will move. Continue reading “From the Trader’s Desk: We Sold Our Souls, Recapping Billions S3 E7 “Not You, Mr. Dake””

From the Trader’s Desk: 2 for 1 Special – Your Questions & Wendy’s Personal Kobayashi Maru

After a brief hiatus, Lady Trader is back to answer some questions about “A Flaw in the Death Star” and my take on “The Third Ortolan”.

I received some questions regarding “A Flaw in the Death Star”: Dollar Bill’s trade, why Axe Capital would hire someone like Ari Spyros, Taylor’s meaning of “ETFs have sucked all the dumb money out of the market that hedgies used to prey on”, and last but not least, the biggest question of the season so far: Why did Axe Capital move to NY?

In “A Flaw in the Death Star” we see Dollar Bill plan to short a pharmaceutical company, Mendham. He has paid off one of the employees to blow the whistle on the animal cruelty that is going on there. A simple short for Dollar Bill and a crap load of money for Axe Capital. But, Dollar Bill has come up against something he can’t throw a duffel bag of cash at – Head of Compliance, Porsche driving, cappuccino making (and I’m guessing its cappuccino since I don’t drink coffee), and all around boorish , Ari Spyros. Continue reading “From the Trader’s Desk: 2 for 1 Special – Your Questions & Wendy’s Personal Kobayashi Maru”

From the Trader’s Desk: Winning Ugly Billions S3 Ep4

Happy Earnings Season from the Trader’s Desk!

This week’s episode of Billions was aptly named “Hell of a Ride”, and it certainly was one (maybe not so much for Craig Heidecker!!). We’ll also see how a win’s a win, even if it’s ugly.

Before I get into the meat of my recap (Axe and Taylor) some observations: Wendy’s look at the Yale reunion was amazing! I have never thought this about her before, and I guess it’s why it stood out for me. Her hair and make-up was great. She should keep that look – get that hair outta your face girl! Continue reading “From the Trader’s Desk: Winning Ugly Billions S3 Ep4”