Current executable flow
- Phase scripts present from phase00 to phase08
- 50-firm universe + 180 executives + daily prices 2021-2025
- 943 earnings transcripts ↔ 943 earnings call MP3s (1-to-1 matched)
- 200-item podcast study set, 169 audio files downloaded (31 in flight)
- Capital IQ PDF parser ablation complete — pdfplumber selected
Pending for full rerun
- Production Capital IQ parser (handle 2-column participant pages)
- FinBERT signal on cleaned CEO/CFO speech
- Whisper transcripts + relevance classifier on podcast audio
- Reddit virality labels (50 samples) and attention-weight predictor
- Three additional signal-decay variants (ETS, ARIMA, learned-λ)
- Condition 1 baseline backtest — the "sacred Sharpe" number
- Full 4-condition ablation and final write-up
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Desktop Experience Notes
This website now runs as a native desktop simulation with draggable windows, context menus, start menu navigation, and snap zones.
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