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EP6: Michael Recce: The goldilocks approach to neuroscience, AI and investing

The Curious Quant

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Is There a Difference Between a Portfolio and a Benchmark?

Natu: I think, i thik tere's a lot of this notion of skill, or human skill, that lives on a stock specific level. But for me, the irony has always been an, you've got great information, but when you put that into a portfolio against the bench mark over some horizon, that information may never arise and mayn actally never goto to your clients. Natu: One of the things that these new data driven methods will allow is more of a on a bottom up and supposed to top down classification process. You can look across all sectors and pick a set of socks across all enters as those of the companies who are mbracing and l

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