I’ve been spending a lot of time on the road talking to @oscredwin, and I’m realizing that we have very different intuitions around speculating under uncertainty.
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We both believe hard data over sketchy ideas, of course. But he’s more willing than me to make predictions based on economic concepts or other verbalizable models when he doesn’t know specifics, whereas that feels way too sketchy for me.
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Replying to @s_r_constantin
You are more willing to make stronger predictions based on intuitions and hard to verbalize models
12:02 PM - 4 Mar 2020
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