Don’t Trade Alone: SMB’s Collab Edge
StatsEdgeTrading
Discretionary vs. systematic isn’t a turf war—it’s a relay race. After our chat with Mike Bellafiore (SMB Capital), Dave Mabe and I break down how pods, not lone wolves, scale PnL.
Three takeaways:
• Publish to attract edges. Dave’s blog is why Bella called. Writing clarifies thinking and pulls collaborators to you.
• Pods > solo. Shared accounts, clear roles, and “giver” culture create accountability and better ideas.
• Build the WHY, then the stats. Discretionary story first; quant validates with data and simple alerts to size the “fat pitch.”
Action plan:
Launch a Substack this week—document one setup and its hypothesis.
Pair a discretionary trader with a quant; systematize one A+ trigger.
Share scans/backtests first. Earn trust, then size.
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