Written above, I was still a novice in the vc industry in Beijing three years ago. At that time, I was really excited to see Billions, an American drama with a clear and logical plot online and the theme of high-end hedge funds on Wall Street. From 2016 to 2019, the vc market has taken a sharp turn. From the era of national entrepreneurship and investment to the present, it is no exaggeration to say that 30% to 40% of the small-scale vcs established in 2014 and 2015 no longer exist. At the same time, I moved from Beijing to Shanghai, and somehow witnessed the difference between the two institutions and the changes in the industry during this period. I have already watched the latest fourth season of Billions, and I am amazed at the foreshadowing of the divine drama and have the idea of brushing the billions again. The reason is very simple - free tutoring for business English. hhhh the goose is smiling and drifting by here. I didn’t expect that there are still many points that hit me in the process of watching the drama. The main line of this drama is power and capital. The biggest feeling is that information in the financial market determines everything, INFORMATION DECIDES ALL..
Here are some points I want to mark.
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As the head of the company, Axe can switch between long-term and short-term operations at will, and he can easily control the market and people's hearts. He is a top trader and an excellent leader. From the subsequent plots, we can see that Axe cap is mainly in the secondary, primary and semi-market. In the fourth season, Axe has begun to set foot in the primary market, although later and the new female ticket who seems to be a big VC par because interests are higher than love It also forced the other to say, that is, basically all the businesses that private equity can do are involved. Of course, the domestic market situation is very different. Since the domestic securities investment and equity investment are completely separated, it can be said that the primary market and the secondary market are clearly differentiated. There is basically no hedge fund such as Axe cap in China, and the business model is analogous to Axe cap. The most similar may be Jinglin, Zexi private equity, and the first-level private equity that is the development of venture capital in China, if you start from the No. 1 proposal in 1998, it has only been 21 years, and it is still very, very young, and the industry does not have enough. Multi-mature leader and trader ability coexist talent.
Axe's comprehensive ability is really strong, and his more distinctive and controversial character points are arrogance and strong desire for control. First of all, Chuck caught the arrogance. In this battle, Axe can take the deal# and return the lp funds to make Axe cap the family office. Axe himself can avoid all prosecutions if he does not go to trade for a period of time, but the result is of course The arrogant Axe will never accept it, and directly tore the fine check (burn). There is also a desire for control. From Axe, we can see the power that capital brings to smart people. Every new platform established by employees who leave Axe cap to start a new business, Axe is a big LP, and at the same time, it is exchanged for all transaction information and analysis information of the new platform. He still controls all Kings, loves loves.
Wendy's DIVA-type character, the powerful point is that it can make both male protagonists surrender to her, and they are all emotionally bound. Psychology is really suitable for a minor. All the analysis and control of human nature are extremely practical at work, know both your ally and your enemy. In the final analysis, financial markets are human expectations. When you can control expectations, you basically control the market. Where is Wendy's character flaw is a question that made me think for a long time, Wendy herself, as a psychologist, has access to everybody's dark side, she can make everyone open up and talk about everything, and unknowingly according to everyone's personality Using different methods to unravel everyone's heart, even the routine king Axe reconstructed himself because of Wendy's devious tactics, and found that the reason for his misjudgment and losing more than 400 million knives in a single order was actually his own guilt.
but! Thinking about it carefully, I found that Wendy's sister really did a very poor job in the relationship between her husband and the boss. She was also the most direct trigger for Chuck's chasing after Axe.
As for Chuck, I really don't understand this masochist big brother. He is arrogant and inferior, and he even secretly used his wife's psychological counseling (because the doctor-patient agreement is absolutely impossible to become a source, and it is impossible to become evidence) as an investigation clue. Look at Chuck, who really feels that the health and happiness of the family environment when he was a child has a great impact on the growth of children.
To sum up, everyone has character weaknesses and strong personal charm, which is also a reflection of the ability of American drama screenwriters.
Here are some analyses of some of the important characters in the show:
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Bobby Axelrod Portrait:
Self-made, sitting on a billion + family property (echoing the play name billions), the founder of Axe cap, extremely smart, a famous capitalist and philanthropist in New York. Axe cap company was established after 911. The 911 incident in 2001 speculated that the company was established in 2002. By the first quarter of 2016, it has been established for 15 years (it was also mentioned in the S112Axe roadshow). In the past 15 years, Axe cap has become a hedge fund of Wall Street's tier one, and graduates of major universities are crowded together. AUM is more than 10 Billion. In addition to Axe's own money, lp has many large institutions, such as the pension fund of the New York police and firefighters.
During the 9/11 incident, Axe was fired from his previous hedge fund because his trading style was too aggressive. He went to see a lawyer that day to discuss the severance clause and survived. Axe's transaction sensitivity is outstanding, and he immediately shorted airlines on the same day, earning one billion fortune. However, the 9/11 incident later became a terrorist incident of milestone, and the history of Axe's fortune became the biggest black material. Of course, Axe set up various welfare funds for the victims of the incidents such as the family members of former colleagues, firefighters and so on.
Axe has paved the way for a lot of sources at key points, using information advantages (this is very gray, and also Chuck's main attack point) and keen response to information to make a lot of money in trading, Axe sees everything!
Relationship around Axe:
The main characters revolve around Axe and also Axe's information source: Wendy-all employees; company COO, Wags-lp and peer information; what is the name of the big brother through the internal response? -The law enforcement department has "secret lines" to grasp all the investigation information. Axe actually controls the best information and top-notch services through money or personal charm, and the people around him can help.
Between Axe and Wendy
Wendy is the psychologist of Axe cap inhouse. As a founding employee, she has always had a special emotional bond with Axe. At the beginning, Wendy is a struggle mainly because he doubts his own growth space, and Axe also trusts and doubts Wendy. For Wendy and Wags, the two old people who jointly set up the company, Axe undoubtedly trusts Wags more. It is difficult to tell whether Axe is possessive or affectionate towards Wendy, and Axe's suspicion of Wendy eventually led to Wendy's scorn at the end of the season. Leave.
Wendy is the type of person who needs to constantly solve problems to prove her growth, so when her husband started to investigate the company and led to a crisis in the company, she must choose to stay; With all the evidence of her dark side in Axe's hands, she absolutely chose to leave, somehow smart people are more extreme.
Between Axe and Lara
The relationship between the two is still very harmonious this season. Lara is Axe who got to know each other after getting to know each other and got married and had children. They are ordinary people and two handsome sons~ They are a happy family. Lara is extremely smart. In order to protect the family, she can use all means. Some people threaten her husband to directly cancel all activities that symbolize their status, and let their children not go to college. A wave of operations makes people applaud. But it is not difficult to see that Lara has always had doubts about Axe, and even the lawyer told her that divorce is definitely the best choice because there is no prenuptial agreement. Of course, the relationship between the two people has gradually become rigid.
Portrait of Chuck Rhoades :
In the beginning, Chuck is the US attorney for the Southern District of New York, the prosecutor of the Southern District of New York. The second generation of rich is right. His ancestors were all elites, and he was born into the upper class. However, his unsound personality led him to be extremely strict with his subordinates at work (on the one hand, he had to be in control), and at home, he was heavily suppressed by his wife (and he enjoyed being controlled), without guessing whether the reason for his career was Also dissatisfaction with old Chuck.
Relationship around Chuck:
Although this play has two male protagonists, Chuck's role is far less rich and exciting than Axe's. The main characters are related to colleagues and family members. The subordinates are not very helpful and doubt the direction of the boss. In addition, there are other departments of the SEC robbing credit + threats; the family is mainly the father who is always bad and the wife who is never on his side, Chuck and these relationships Not very helpful, let alone always doing it a disservice.
Between Chuck and Wendy:
In addition to her professional ability in the play, Wendy's strong background can be assumed to be basically incidental to the social status and relationship of Chuck's family. Then emmmm, what about the SM couple? During Chuck's growth, his father's overpowering and over-controlling led to Chuck's trembling character, and Wendy was obviously strong in the relationship between the two. From Wendy's constant love, I can't see a little bit of Wendy's care and preference for Chuck, so horizontally comparing Lara, who puts everything first, Chuck is really very hard, and there is always a feeling of being under the enemy.
Between Chuck Jr and Chuck Sr:
Dad Chuck Sr is a veteran of the secondary market. He is a very strong old woman who eats blue pills in order to pick up girls. Old Chuck is also a member of the top golf club Augusta, surrounded by a group of old friends from the capital circle. Old Chuck's main event in this season should be that he failed to set up a game to trap Axe, but instead caused Chuck to be blackmailed by the SEC and caused him to lose money. Here I really have a lot of doubts about the character of old Chuck. For the sake of the mistress to start? ? Unexpectedly, it will affect my own son (black question mark face). Hope to re-brush to the next few seasons to see some different points.
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To Be Continued
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