The View from the Office.

I met up with Angela De Martiis for brunch at Consulate, a French place on the Upper West Side. She had the omelette; I splurged on French toast.

Angela is an economist who was born in Turin, got her Phd in Germany, and then did research at the University of Bern and Carnegie Mellon and at the OECD before recently starting at UBS in New York. 

Her academic research has focused on distressed companies and ways to identify which firms are the most likely to recover. She said AI will likely transform how equity analysts on Wall Street do research helping them to extract key information from mountains of data. 

We talked about the structural and cultural reasons European economies and markets have been underperforming the U.S. and how that may play out in the future.

She moved to the city in August and it’s been an adjustment. She said no place with the diversity and energy of New York City. The challenge is keeping on top of the events and finding the time to take advantage.

I said a lot of people miss out by getting stuck in their neighborhood. New York City is actually made up of scores of “villages” from Bushwick to Inwood. They all have different tribes and architecture and it’s worth trying to see them all. 

She countered with the scores of places I should go in Italy. She said I should bypass Rome where I’ve already been in favor of the smaller hill towns. Piemonte is a particular favorite.

Angela is looking to connect with people. You can reach out via LinkedIn or DM for a warm intro.