base cases
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 1, 2026 by Eric Brooks · across every show →
Everything said about base cases, oldest first
Jun 1, 2026 bullish
Ethos treats operational transformation initiatives as pure alpha above base underwriting cases
“All of these are the things that we're working on that we don't build into our base cases. If any of them work, And we had our base case, then there's alpha in a system of hopefully asymmetric risk that we've created in the original base case.”