Thought provoking

A new era of quant experimentation

In trading, the objective is to place a series of trades to increase the value of a portfolio. This starts with market research. We use indicators—such as company fundamentals, volatility, and momentum—to deepen our understanding. As we learn about the market, we start to identify patterns and develop hypotheses a... See more

Because if you strip LLMs to their essence, they are just a much better way of using statistics to aggregate human intelligence and connect everything we’ve all done together to get more use out of it.

Said differently, we try to measure what we value.

But we inevitably end up valuing what we measure.

"I know now that I'm onto something good when everyone else thinks it’s a bad idea,” he said. “I just didn't figure that out until later."

The thing you are deeply yearning to create is told to you in all the subtle ways other people's artwork slightly misses the mark

But the more and better access everyone has to tools, the clearer it becomes that the final bottleneck to great work is not knowledge or information. Heck it’s not even intelligence—it’s that elusive, intangible, sublime quality—call it taste, imagination, creativity, courage, judgment, intuition, agency.

This search led me to Mortimer Adler , a philosopher and educator best known for his work on the Great Books movement, a project aimed at defining the essential works of Western civilization. In 1940, Adler published How to Read a Book, a guide to deeper reading that has remained influential for decades. His argument was simple: Most people read pa... See more