- In the portfolio meeting: what part of this strategy's apparent liquidity disappears if financing and redemptions move together?
- In the Lean review: what is the smallest trusted kernel, and what still depends on the specification being right?
Two useful prompts for today
- In the portfolio meeting: what part of this strategy's apparent liquidity disappears if financing and redemptions move together? - In the Lean review: what is the smallest trusted kernel, and what still depends on the specification being right?
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Link to noteOriginally published 9 October 2026. Reporting, forecasts, prices, odds and event availability reflect the original edition.