Syed Bashir Hydari

Systematic Quant Strategy • Bayesian-Systems Fellow • Statistics & Applied Math • @Columbia (OPP GSAS Full Scholar) | @UCLA (Summa)

[qm @quantymacro]

overheard:
“I’m long a lot of tech stocks maybe I should buy some energy stocks or other stuffs to hedge this Iran war thing”

my brother in Christ that’s just S&P500 congrats for discovering it from first principles

[Reads with Ravi @readswithravi]

There’s an old Chinese proverb that I love:

“Those who say it cannot be done should not interrupt the people doing it.”

[Kpaxs @Kpaxs]

Some arguments are not defended because they are strong, they are defended because without them, a person does not know who they would be.

[Agustin Lebron @AgustinLebron3]

Starting to sense that the big prop firms (JS, HRT, Jump, etc) are entering their 2010s-era Google phase.

Printing so much $, they can afford to warehouse expensive brains doing not-that-much. So that others don't get access to those brains.

Cushy but not very stimulating.

[🕊️ @lichthauch]

The saddest people i know are not the ones who took a risk and failed. they at least have something to tell you about on a thursday night. the saddest people i know are the ones who got the safe version of everything. and there is this specific thing they all do. they ask you about your life with too much interest. they ask too many questions. they lean in when you tell them about something stupid you did. and you can see it in their eyes, they wanted to be in that sentence, but they chose to watch

[Kpaxs @Kpaxs]

The highest form of self-respect is making choices your future self does not have to recover from.

[sysls @systematicls]

If you have no alpha, concentrate your bets in a small sample and pray you get lucky.

If you have a ton of alpha, concentrate your bets in a small sample and don't diworsify.

For the quants with fleeting, tiny alpha, you suck it up and diversify around N=10,000.

[Dealflow Guy @dealflow_guy]

The older I get the more I believe:

1) game selection is paramount

2) chewing glass for 5 years in anything puts you in the top 5%

3) point 2 will not overcome point 1 in the vast majority of cases

[sysls @systematicls]

@odyzhou Work on things that the foundation models do not have proprietary data to eat that vertical yet; and build something that gets better as foundation models gets better.

[Quant Beckman @quantbeckman]

Raw inefficiencies are my fav. Param-free, simple and super direct

[Syed Bashir Hydari @sheer_bash]

@macrocephalopod the good ol’ infinite sharpe trick 😂

[sysls @systematicls]

For anyone thinking that their verticals are safe. It is only natural for the foundation models to attempt to eat your vertical. It has always been in the plans.

[ℏεsam @Hesamation]

create a perfect mental image of yourself in 10 years. then shut up and listen to what he needs from you. does he need you to learn sth, quit sth, do sth? whatever it is, that’s your debt to you in 10 years. the most important debt in your life.

[Kpaxs @Kpaxs]

Most people are trying to run good habits on willpower infrastructure. And willpower is the most expensive, least reliable fuel source available. Try instead "inevitability engineering": make the thing you want so frictionless that not doing it requires active resistance.

[George Mack @george__mack]

Career advice I would give my younger self: Work on wordless careers. A career that nobody has words to describe just yet. A good rule of thumb is if there's a recruitment company hiring for it, it's no longer a wordless career.

[cephalopodshop @macrocephalopod]

Hah yes. For me this manifests as trying to shoehorn quant finance concepts into everything even when it’s totally inappropriate. No you don’t need to frame my kids education in terms of Sharpe ratios to help me understand it….

[Raj Shamani @rajshamani]

When people feel slightly uncertain about who they are, they generate more original ideas. A stable, fixed identity is comfortable but limits creativity. The people most sure of themselves are often the least surprising.

[François Chollet @fchollet]

The space of things you can do is much greater than the space of things you can conceive of doing.

[Syed Bashir Hydari @sheer_bash]

@__paleologo Jensen’s inequality! This is cool haha

[The Long View @HayekAndKeynes]

“It is not the things themselves that disturb men, but their judgments about these things.”

-Epictetus