
Adam Butler - Questioning the Quant Orthodoxy (S5E13)
Flirting with Models
The Evolution of the Full Stack Machine Learning Approach
It's been several complete overhauls of the full soup to nuts tech stack, requiring the addition of new types of technical and research experts at each layer. We see a clear path in 18 to 24 months towards intraday models and intraday trading that is going to require another level of rigor in the tech stack. It just requires an evolution of operational and executional robustness as you keep adding size and complexity to your strategies. You move from running relatively high turnover strategies on a few tens of millions to a few hundreds of millions. We've already grown as a firm dramatically we're at 600 million we're onboarding another couple hundred million by the end of the year we expect