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Jake Taylor - From First Principles

The Business Brew

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Is There a Multiplier?

i think there are, i think those are the biggest pay days too, actually. But i think they're also less frequent than people imagine. And especially late cycle, ye, there aren't as many tolimits to go around as as we would all hope. I made sort of the eternal struggle is, do you want to use base rates and, you know, kind ofa a statistically expected outcome and have a lot of bets and capture the expected return of what that basket should produce historically? So, ik, i've joked before that if i wanted to do one of those, like biff giving his younger self the a sports almanac to do sports betting, one of the

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