Discover and read the best of Twitter Threads about #convexity

Most recents (4)

Daily Bookmarks to GAVNet 11/30/2021…
Manatee death rate spikes to highest number in nearly 50 years…

#manatees #DeathRate
Brilliant GIF shows how Humans, Birds and Insects Breathe…

#GraphicVisualization #breathing #animals
Read 13 tweets
And here is the list of our most reviewed Gestalt University podcasts of 2020...🎉

Chris Schindler
Chris Schindler: The Alternative to Alternative #RiskPremia

You wouldn't want to miss this podcast as Chris talked about the #AlternativeRiskPremia.…
Ben Hunt: The Narrative Machine

Dr. Ben Hunt, the creator of @EpsilonTheory discussed the narrative machine with @GestaltU and @RodGordilloP.…
Read 11 tweets
Thread (sciences profanes, histoire et scolastique)
J'ai haï la finance quand j'y étais, mais j'ai été fasciné par les modèles mathématiques qui y étaient utilisés. Non seulement par leur sophistication, mais surtout par leurs imperfections.
#virus #convexity
La principale imperfection des modèles en finance est de modéliser continuement le risque, alors que les événements sont brutaux et imprévisibles. Ils viennent toujours là, et au moment où on s'y attend le moins.
Dit autrement, la finance fait trois choses :
1/ elle s'est accaparé le temps pour le vendre : taux d'intérêts
2/ elle mesure le risque pour vous protéger contre lui : une sorte d'assurance (VIX, CDS, taux long termes)
3/ elle fraude
Read 18 tweets
1/11 @AngelList released report on early stage venture investing… Dense math to make a case that spray and pray (only) works in early stage venture. Made perhaps to trigger a Moneyball moment in a investor community that talks bets like astrologers
2/11 @RonConway & @davemcclure demonstrated this clearly through their experience of investing in 500-700 startups. Then why the report ?
3/11 @AswathDamodaran regularly reminds us that "Numbers gives strength to Narratives". Put another way Data is the armor of the modern day Story teller.…. Perhaps that is why the data and the report was needed i.e to convince better
Read 11 tweets

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