Ralph Smith - Scientific Investing in Fixed Income (S5E7)
Flirting with Models
00:00
What Drives Firm Spreads?
An and blue cove stress that you apply a scientific approach to fixed income investing. How do you see this is being meaningfully different than anyone else that says they take a quantitative approach? I think the two are related. We use human insight to look at the outcome of models to gauge whether it makes sense. And we want to use technology, obviously, as far as possible where technology has the edge, which is in manipulation and modelling of information.
Transcript
Play full episode
