5min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Ben Hunt - The Stories that Drive Markets (EP.393)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Evolution of Views on Narratives and Big Data in Investing

The chapter discusses the speaker's shift towards a narrative-ist perspective in investing, emphasizing the importance of understanding storytelling as an edge for managing money. It also explores utilizing big data to form investment strategies based on stories and analyzing market sentiments through language models and human responses to news.

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