Michael Doherty

[Michael Doherty @MikeyDoh89]

@CliffordSosin Can you open dms to non verified

[Michael Doherty @MikeyDoh89]

@Polymarket “Houston, we need a plunger”

[Michael Doherty @MikeyDoh89]

@Brad_Setser Gemini knows you just by your charts haha

[Michael Doherty @MikeyDoh89]

@_DomDav Both!

[Michael Doherty @MikeyDoh89]

@FundamentEdge Let’s say you are building model and entering historicals, what’s best way you’ve seen using ai to adjust for one time expenses etc. I was playing around cowork trying to get it to do this, but it kind of flamed out.

[Michael Doherty @MikeyDoh89]

@bennpeifert Give us your hott take on fundamental investing

[Michael Doherty @MikeyDoh89]

@bucketshopcap Hey man - any chance you might DM me an example of what a PM would want to see in a write up?

[Michael Doherty @MikeyDoh89]

@buccocapital What do you upload for docs?

[Michael Doherty @MikeyDoh89]

@__paleologo Should it not just scale with forecast uncertainty and then just account for correlation?

[Michael Doherty @MikeyDoh89]

@bgurley Can you link the full deck BG?

[Michael Doherty @MikeyDoh89]

@AprilBakertv Great reporting april!

[Michael Doherty @MikeyDoh89]

@rsandler21969 Great podcast Ricky. Learned a ton on morning commute

[Michael Doherty @MikeyDoh89]

@therobotjames Can you make me an active etf of this strat?

[Michael Doherty @MikeyDoh89]

@patrick_oshag @GavinSBaker Coherent optics inside the data center. Big debate around this topic

[Michael Doherty @MikeyDoh89]

@GavinSBaker Shortages in DSPs?

[Michael Doherty @MikeyDoh89]

@__paleologo Can you elaborate on 3?

[Michael Doherty @MikeyDoh89]

@__paleologo @hamilton_mcmc You a fan of resampled efficient frontier?

[Michael Doherty @MikeyDoh89]

@EconomPic Philip tetlock should write another book about the opposite of super forecasters

[Michael Doherty @MikeyDoh89]

@quantian1 @macrocephalopod The discretionary strats at pod shops almost exclusively hire banking analysts. You won't get a look if anything but that.