EP8: Gideon Smith: Fundamentals and the golden age for quants
The Curious Quant
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The Importance of Human Storytelling in Financial Services
The probability spectrum is still at best 5545 or 5347, whatever it might look like. So we have to be able to explain what we're doing and do that in a compelling fashion. A model might find a relationship between the letter that starts a company's name. I'm not sure I'd invest on that basis. You need an economic thesis that underpins it.
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