Epsilon Theory on Tape: The Three-Body Problem
Epsilon Theory Podcast
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The Importance of Algorithms and Derivatives in Human Discretionary Investment
The dominant strategies for human discretionary investing are, without exception, algorithms and derivatives. Good companies equal good stocks; good countries equal good government bonds. In both cases, goodness, like beauty, is in the eye of the beholder. May it will take some time for this faith in quality to pay off, but we all believe that it will pay off.
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