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Flirting with Models

Feb 27, 2023

There is no doubt that the tools of machine learning and the promise of artificial intelligence has captured the imagination of quantitative researchers everywhere.  But I am aware of few fund managers who have wholesale adopted the ideas into their investment stack as thoroughly as Angus Cameron.

In this dive back into...

Feb 13, 2023

In our industry, we’re all too often guilty of asking, “what is your alpha,” rather than, “what is your process for finding alpha?”  Yet, in the long run, it is the process that is important.  

I’m equally guilty of this.  In the history of this podcast, I’ve probably overemphasized the outcome of...