edaenphron @edaenphron

Maximize idio RoGMV, the rest is left as an exercise for the reader | Emmy Noether acolyte NYC Joined February 2022

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edaenphron @edaenphron

2 years ago

Just in case anyone hasn’t done this math before: 10bn 200% gross w 2yr holding period -> 10bn trading volume/yr 10bn 10x podshop w 3month holding period -> 400bn trading volume/yr Price is mediated by volume, if you’re forecasting prices you need to be thinking about pods

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edaenphron @edaenphron

3 years ago

Neural nets be like

William Rose @dodecahedra

3 years ago

Neural nets be like

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edaenphron @edaenphron

3 years ago

With zero capital constraints, how many individual analysts are needed to make large cap US equities approximately as efficient as they are today? Less than 20k?

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edaenphron @edaenphron

3 years ago

I mean its sort of weird that in the US we effectively can't have meaningful small face prediction markets of any kind. In the context of the rest of the US it's a far right tail example of domestic state capacity if a pretty pointless one

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edaenphron @edaenphron

3 years ago

Any intentional production of a set of securities is an exercise in sampling. Relationships between portfolios should be understood at the sampling level, not downstream using metrics like realized correlation

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edaenphron @edaenphron

3 years ago

Is a single man on fintwit going to acknowledge that half the population of the US had a fundamental human right stripped from them this morning? Empirically zero evidence men in finance care about danger to women. Congrats Ken - good job on funding this

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edaenphron @edaenphron

3 years ago

Why is it that smart people serially misidentify the level at which practical intelligent production occurs? Any skill an individual has is massively outcompeted by teams. At the same time individual skill has inconsequential signal in how additive an individual is to team skill

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edaenphron @edaenphron

3 years ago

The lack of discussion from specifically men and specifically men in finance about the casual stripping of human rights from women is disgusting. At the very least every person should read the Alito opinion if they don’t fully grasp how purposefully harmful and evil this is