AI is seen as a potential winner-take-all market, but the path to dominance is unclear, and massive U.S. spending may boost productivity while data-security challenges loom.
View full episode →“Edge decay accelerates when a strategy becomes widely known, shrinking the time to profit”
“Loss streaks should be managed by adjusting position size, not by panic exits”
“Position sizing should reflect conviction and the statistical profile of the strategy (win‑rate vs. risk‑reward)”