July 2023’s discussions cover trading approaches, with a conversation around a particular approach to crypto, and a resource on machine learning concepts.
“This Time Might Be Different” - Howard Marks Podcast (June 27, 2023)
JujuAeksios shared a link to a podcast episode from “The Memo by Howard Marks”:
https://open.spotify.com/episode/0rq1XhwUqBKFyb3gcE9tts?si=vrKTqC8GSyWmNW5fjcD0Aw
The episode features David Rosenberg and Howard Marks discussing topics from the June 2023 edition of “The Roundup,” including the evolution of the high-yield bond market and investor optimism.
Crypto Market Structure Analysis (July 2, 2023)
Traderred shared a link to a tweet by @run_from_swan, describing a crypto trading approach:
https://twitter.com/run_from_swan/status/1614711858228826112
Collected confirmed using a similar approach in FX and expressed interest in crypto as a future venue for serious trading, citing the availability of good tools. A discussion followed between Phaedon and Traderred, clarifying the strategy’s reliance on market order dynamics and discretionary elements. Traderred stated he did not understand why Phaedon had a problem with it.
“An Introduction to Statistical Learning” - Free Book (July 10, 2023)
Collected shared a link to a free online book, “An Introduction to Statistical Learning,” commonly used in academia for learning machine learning concepts:
This resource is valuable for those interested in quantitative approaches to trading.
Screenshot of a Firefox Page (17th July)
Traderred shares a screenshot.