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Momentum

The Compound and Friends

CHAPTER

The Consensus Gets Negative

How much of the activity that you're seeing on your screen is algorithmic or software versus people placing bets? I don't know. There are many more smarter people than me out there. But how much of what you do is models, mathematical models versus your intuition? We have algorithms that we create. Yeah. And is that a piece or all or how does that? So is that a separate piece or is that part of your input to your process? A separate piece. Here we go again. What was interesting to me though is energy maintained its overweight allocation. That's something there in not only the momentum aspect, but also the quality aspect for energyThat's kind of signaling to you

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