The Ledger

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why aren't all 1 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion
Drogen: Most long/short equity hedge funds gamble with beta, not alpha
“The biggest thing that coming into this world, even being a Geller, That I learned at Estimize in talking to so many of these firms about their process for generating trading ideas and fundamental estimates and all of this stuff is really that at the end of th…”
Leigh Drogen Jun 2, 2022 ▶ 21:57 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
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