Machine learning isn't the edge; it enhances the edge you’ve developed
Machine learning isn't the edge; it enhances the edge you’ve developed
There is no doubt that the tools of machine learning and the promise of artificial intelligence has captured the imagina... Read more
27 Feb 2023
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8mins
What does a full-stack quant research platform and process look like?
What does a full-stack quant research platform and process look like?
In our industry, we’re all too often guilty of asking, “what is your alpha,” rather than, “what is your process for find... Read more
13 Feb 2023
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18mins
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How quants have changed equity markets and how discretionary managers can use this information to sharpen their edge
How quants have changed equity markets and how discretionary managers can use this information to sharpen their edge
After March 2020, a growing research interest of mine was the question, “how do strategies reflexively impact the market... Read more
16 Jan 2023
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18mins
Replacing linear factors with a non-linear, characteristic approach in quant equity
Replacing linear factors with a non-linear, characteristic approach in quant equity
We’re back with another clip from the archives. This time it’s Season 4 Episode 9 with Vivek Viswanathan. For three dec... Read more
9 Jan 2023
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21mins
Options, volatility, and the things we don't know we don't know (ARCHIVES S3E3)
Options, volatility, and the things we don't know we don't know (ARCHIVES S3E3)
We’re rewinding to Season 3, Episode 3 to chat with Benn Eifert, founder of QVR. Benn was my first repeat guest and th... Read more
2 Jan 2023
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18mins
Formulating the machine learning problem, how research questions should be asked, and the trade-off of complexity versus accuracy (ARCHIVES S1E7)
Formulating the machine learning problem, how research questions should be asked, and the trade-off of complexity versus accuracy (ARCHIVES S1E7)
We’re trying something new here, folks. I’ve got 5 seasons and 60 brilliant episodes and I thought it would be fun, in ... Read more
29 Dec 2022
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15mins
Giuliana Bordigoni - Alternative Markets & Specialist Strategies (S5E14)
Giuliana Bordigoni - Alternative Markets & Specialist Strategies (S5E14)
In this episode I speak with Giuliana Bordigoni, Director of Specialist Strategies at Man AHL. In her role, Giuliana ove... Read more
24 Oct 2022
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41mins
Adam Butler - Questioning the Quant Orthodoxy (S5E13)
Adam Butler - Questioning the Quant Orthodoxy (S5E13)
In this episode I speak with Adam Butler, co-founder and CIO of ReSolve Asset Management. For full disclosure, at the t... Read more
3 Oct 2022
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1hr 24mins
