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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 Non Linearity in the Factor Outcomes?

I was also thinking, the way you were describing using alternative data to get really into the nuts and bolts of companies. Is this also something that we're going to see, or we have seen in your experience in the private equity space? We can kind of evoid the whole conversation aboutpublic construction, diversification, et cetera if we say, well, actually, we've got five or ten businesses in our books,. And for them, because of this alternatove data, and we can scour tens of hundreds of thousands of private companies. Ewe think that's a good idea. There are some companies im, who are actually starting to do that at scale for the

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