AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Momentum
The Compound and Friends
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
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode