Prabhat Prasad
Chair · Bloomberg EnterpriseTicket evidence, product path, client language, and the measurement stack.
SessionStarted, EID, BVAL snapshot, Data License .req, Humio, CAR, evidence contract.
The table
Seven lenses. One machine.
Educational portrayals in the intellectual style of public figures. Not their voices, likenesses, or endorsements. The chair is a Bloomberg Enterprise practitioner; the rest of the table is the curriculum.
Ray Dalio
Cause-and-effect · All WeatherMoney, credit, debt; short and long cycles; four growth-inflation regimes.
Beautiful deleveraging, Goldilocks, reflation, stagflation, financial repression.
Jim Simons
Signals · Statistical disciplinePoint-in-time data, look-ahead bias, covariance, signal-to-noise, robustness.
Return matrix, PIT, survivorship, slippage, invalidation, residual risk budget.
Jamie Dimon
Credit · Balance sheets · BanksHow credit is created, funded, and withdrawn. Fortress balance sheet thinking.
Liquidity, covenants, leverage, funding shock, term premium, treasury.
Charlie Munger
Inversion · Ruin · IncentivesAvoid stupidity. Never take the risk of ruin. Invert, always invert.
Opportunity cost, lollapalooza, circle of competence, ruin.
Warren Buffett
Compounding · Time · Owner earningsBusinesses as residual claims. Time in the machine beats timing the machine.
Moat, float, owner earnings, Mr. Market, circle of competence.
Mike Bloomberg
Measurement system · TerminalIf you cannot measure it with lineage, you do not have an institutional fact.
BQL, B-PIPE, Data License, BVAL, PORT, MARS, EMRS, FIX.