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Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

The Acquirers Podcast

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The Importance of Intuition

I was having a conversation with a quant mind and friend of mine. He said that like real alpha now is when a fundamental qualitative investor actually goes against their own rules. And which implies that you have to have some intuition about what causes you to deviate. So I think the traders have great intuition about how to, even if you're a bond trader or an equity trader,. commodities are more ephemeral there than they are in stocks.

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