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Global EQD ’23 Breakdown with Jeff Malec (part 2)
Mutiny Investing Podcast
The Importance of Macro Overlay in Fundamental Management
Newberger Berman's models look at the current market signals and not historical so I took that to mean they're not saying hey every time the market's down six and a half percent it rallies x percent. Linus also said they use options as a smart money indicator so I thought that was kind of interesting but most of the stuff was very whether it was Black Rock Systematic or Vanguard you know it wasn'tYou know what automating would a good fundamental manager would do at scale and at cost right? And then Barrell followed that up basically too as yeah we're we're rules based at Newberger Berman but um but the inputs can be emotional not that That was another interesting way of putting
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