Robert Kottelin
944 posts

Robert Kottelin
@robertkottelin
Data engineer, molecular simulations, occasionally dabble in algorithmic trading 🧪💻📊
Katılım Eylül 2017
2.3K Takip Edilen853 Takipçiler


CPI, because higher oil costs elevate energy and transportation expenses, which in turn drive up the prices of many goods and services across the economy
NoLimit@NoLimitGains
🚨 The most important chart you’ll see today. Guess what goes up when oil pumps?
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dear algorithm, please show this tweet only to people who are going to win by the end of the year no matter what
Johan@Adityapandeydev
"It takes one big win to cancel all the losses. Just one win."
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@archibaldxiv I feel there is something I should remember...
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@yacineMTB I'm a data engineer, a horse with no underwear
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Keräsin kaikki Nasdaq Helsingin insidertransaktiot reaaliaikaiseksi dashboardiksi. Netto sisäpiirivirta viimeiset 30 päivää: -223 270 637 €. Johtajat myyvät.
Robert Kottelin@robertkottelin
Weekend project: Aggregated all insider transactions from Nasdaq Helsinki into a real-time dashboard. Net insider flow last 30 days: -€223,270,637. Executives are selling. A lot.
Suomi

I did this while having a baby on my chest, thanks @AnthropicAI
Robert Kottelin@robertkottelin
Weekend project: Aggregated all insider transactions from Nasdaq Helsinki into a real-time dashboard. Net insider flow last 30 days: -€223,270,637. Executives are selling. A lot.
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3 months ago, I quit my job to chase a dream: to build an affordable, convenient, plastic-free coffee maker.
Grateful for everyone who has reserved ❤️
puresteelco.com

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@ethanrkho @andrewcourt1 Best pod I've listened to this year for sure 💥 please keep similar niched technical pods coming!
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Inside the mind of an ex-SIG quant trader who can't turn off the EV brain - even for his kid's school choice
Andrew Courtney (@andrewcourt1) ran the International ETFs Trading Desk at Susquehanna International Group for ~15 years before leaving in 2023. He now runs Kalshionomics (@Kalshinomics), a prediction markets analytics tool, and writes the Whirligig Bear, one of the sharpest prediction markets Substacks out there.
"I think of everything as a bet. I kind of don't understand how you talk to normal people — they do not do that."
SIG trains their junior traders with poker, spending 2hrs/day turning over cards after every hand, justifying every decision quantitatively AND qualitatively. 15 years later, Andrew views prediction markets the same way: read who's on the other side, size accordingly, fold when the whale comes back at you 10x.
We cover:
- Why SIG pays junior traders to play poker for 2hrs/day — & what happens after every single hand
- The "one eye on the market, always" attention tax that destroys most people's careers
- How to find edge in prediction markets by asking: who am I actually trading against?
- Why meme-heavy, overhyped markets (Taylor Swift at the Super Bowl) might be the juiciest trades
- The insider trading debate in prediction markets — & why it's "socially corrosive"
- Floor trading vs. upstairs quant: why the transition saved his career
- 40 connections after ~15 years at one of the world's best firms — the hidden cost of prop trading
- Why he doesn't have collision insurance on his car (& the EV math behind it)
Thank you so much @andrewcourt1 for coming on the pod!
Timestamps:
00:00 Intro
05:00 Floor trading vs. electronic trading
06:28 What makes an upstairs trader
10:16 Poker as trader training
13:00 Thinking in bets as a mental framework
15:11 Decision trees in real life
16:40 Where prediction markets actually have edge
19:00 Why the LLM forecasting layer falls short
19:40 Liquidity incentives and trading low-volume markets
22:00 Limiting downside even when the model is wrong
24:32 Executing in illiquid markets
25:44 Fair value vs. directional conviction
27:11 Bayesian updating when liquidity responds
28:40 Fading hype and crowded narratives
31:07 Longshot bias vs. fanbase bias
34:20 How to judge whether you really have edge
36:40 Building analytics tools for prediction markets
38:20 The temporary edge for smart amateurs
40:35 Where prediction markets fit best
41:20 Markets that shouldn’t exist
43:20 Why insider trading corrodes incentives
46:52 Are prediction markets a net good or bad
50:47 Minimizing degeneracy and maximizing signal
53:32 A simple EV mindset anyone can use
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@rushicrypto Inspirational money and lifestyle themed reels with luxury cars, polo, and yachts on ig are my brainrot
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