The Importance of Noise in Stock Market Investing

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This is one of the big problems with stock market investing as well, which is that people think, oh, I made three trades this year and they all went up. And not only that, but there can be correlation between data points, right? So for example, in your case, you're talking about, you know, was that a good talk? But imagine you're trying to figure out like how good a public speaker you are. Are you more broadly? Well, if all you have is data from one talk you gave, you can't really separate it out. It's actually really hard to tell the difference between a strategy that's right, 51% of the time and 49

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What is risk-driven development? How should we weigh advice, best practices, and common sense in a domain? What makes some feedback loops better than others? What's the best way to take System 2 knowledge and convert it to System 1 intuition? What are forward-chaining and backward-chaining? When is it best to use one over the other? What are the advantages and disadvantages of centralization and decentralization?

Satvik Beri is a cofounder and head of Data Science at Temple Capital, a quantitative hedge fund specializing in cryptocurrency. He is a big believer in the theory of constraints, and he has a background helping companies find and eliminate major development bottlenecks. Some of his interests include machine learning, functional programming, and mentorship. You can reach him at satvik.beri@gmail.com.

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