There’s some great stuff on there. I’m blown away by the pace of innovation in the Python community.

What stuff blew you away?

As someone who writes lots of code that wrangles messy raw data inputs via DataFrames, the talk on Pandera type checking for DataFrames was very interesting. Dunno if it will work in practice for my use case, but I’ll definitely be checking it out.

cool -- what talk was that? Could you share a link? I've looked through the youtube uploads but can't find the Pandera talk based on the titles

It's a fair point. But some stocks can be more exposed than others.

Author here. No payment, no signup. Just a clickwrap.

So I did pop back in and check it out. Sounds like an interesting framework for spec'ing out scenarios in a way that doesn't involve a ton of spreadsheets. Is this a formalization of some of those processes that you've spent time on in the past? This wants to be a "I wish I could review some of my portfolio around tail risk or weird DCF values without a weekend of effort", right?

Thanks for clarifying on the popup.

Thanks for reading! You are correct. The goal is a product that clients can use to pressure test their own portfolio against tail risks. I plan on building out more scenarios over time. If you have any topics you think would be good to cover next, let me know!