Steve Cohen’s top lieutenant on training good portfolio managers, reinventing the culture at SAC Capital (the real-life “Billions”) and how hedge funds can create more alpha in volatile markets w/ Perry Boyle
Decoded with Ryan Pallotta
The Arms Race Is Here
SAC 0.72 spent a lot of money on trying to create our competitive advantage in that arms race. It's harder to have an informational advantage, but you can legally generate information advantage using data now. Every major asset management company is trying to employ data to do this. And I don't think it's going to get easier.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
