Asif Noor – Modern Systematic Macro (S6E9)
Flirting with Models
00:00
The Evolution of the Space Industry
The types of data sets that we now have access to is mind boggling 10 15 years ago when I used to be doing client meetings. Business travel is a leading indicator of how equity markets will trend, but we don't have that data anymore. We're not just looking at casual differences and historic inflation data we can actually use now casting to predict what inflation will be or what growth will be. That makes our job more exciting and actually gives us a shorted actually beating the benchmark consistently so yeah you just have to be willing to take a risk and look into the harder to uncover harder to find places to find those data sets that can be predictive also thank you for joining me this has
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