
Savita Subramanian on Equity and Quantitative Strategy
Masters in Business
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Navigating Finance and Investing with Behavioral Insights
The chapter explores the speaker's career evolution in finance, from brokers to portfolio managers, emphasizing the fusion of behavioral and mathematical aspects. It discusses a model based on Wall Street strategists' recommendations as a contrary indicator and delves into Bob Farrell's timeless investing rules. The narrative also touches on contrarian thinking in market forecasts, historical market contexts, and investment strategies during market downturns and the COVID-19 pandemic.
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