Show from 06/30/23
Prof. Siegel talks to us about the current positive market standings this week and his hesitation with the Feds ongoing decisions. Jeremy is joined by Raymond who tells us a little bit about himself, his background and the firms he is a part of (09:33). He explains why people would want to use services at Relative Sentiment Technologies. He gives us his perspective on the retail market, where it’s headed and if it is the future smart strategy. They discuss customizations and suggestions based off risk exposure and his research across asset classes. He gives us insight into positioning due to surveys and analysis of the market. We hear his opinions on the international markets as they stand today and what is potentially driving the trends.
Guest:
Raymond Micaletti is the co-founder and CIO of Relative Sentiment Technologies, LLC. He has over 20 years' experience at major investment banks (JPMorgan, Barclays), hedge funds (Fortress Investment Group), and asset management firms where his primary focus has been on the research, development, and management of systematic investment strategies. In 2018, he laid the groundwork for RST by publishing a paper on a new method for tactical asset allocation using relative sentiment. An active topic on which he continues to research and publish. A native of western Pennsylvania, Ray holds a B.S. in civil engineering from the University of Notre Dame and a Ph.D. in engineering mechanics from Princeton University.
Learn more at: https://relativesentiment.com/about-us.html
Follow him on Twitter: @RelSentTech
