It’s a back-to-the-basics episode, on this week’s Strat Sesh!
TommyB and SFD take a break from exploration and discovery to get back to the tried-and-true. New processes, new analytics, etc., are always important, but there are also concepts that are evergreen… and the guys are out to identify them. Predictive overconfidence and its effect on the market, leaning into luck vs. fringe strategies, striving for efficiency, and missing with humility are important concepts for the current season of the season, and that is unlikely to ever change. So how does a dynasty manager lean in, and how does a manager pivot to these rigid fundamentals? The guys discuss this question, and oh so much more, on this week’s Strat Sesh!