Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Introduction
00:00 • 3min
Tamara Philippe: President and CEO of Bridgeway Capital Management
03:03 • 2min
The Perception of Quantum Investing
05:02 • 4min
The Catalysts for Quantitative Investing
08:51 • 3min
The Importance of Statistically Driven Evidence-Based Investing
11:41 • 4min
Building an Enduring Firm in Quantitative Investing
15:15 • 2min
The Paranoid Will Survive
16:59 • 5min
The Importance of Communication in Quantitative Investing
21:36 • 2min
How to Strike the Balance Between Education, Understandability, and Transparency
23:45 • 3min
How to Communicate With Clients and Consultants
26:18 • 4min
How to Deliver Ongoing Education to Your Investment Partners
29:59 • 4min
The Importance of Continuous Education in the Investment Industry
34:11 • 2min
The Benefits of Having Fans and Clients in the Quant Space
36:11 • 3min
The Language of Factors in Quantitative Investing
39:23 • 4min
The Dangers of Quantitative Investing
43:23 • 4min
How to Remove Emotions From the Investing Process
47:36 • 5min
The Importance of Communicating Better
52:47 • 2min
The Benefits of Reintroducing the Human Factor in Quantitative Communication
54:34 • 2min
The Value of Translating and Speaking Publicly About a Quantitative Process
56:31 • 4min
The Importance of Being Translators
01:00:32 • 4min
How to Bring the Conversation Back to Process
01:04:48 • 6min
How to Write Effective, Quarterly Commentaries That Are Meaningful to Your Investment Partners
01:10:42 • 3min
The Importance of Owning Your Performance
01:13:27 • 3min
How to Communicate an Evolution of Views to Clients
01:16:41 • 1min
How to Communicate Your Views to a More Mature Asset Base
01:18:04 • 5min
How Bridgeway Communicates Changes Strategically
01:23:23 • 2min
The Future of Quant Communication
01:25:34 • 3min
The Importance of Building Trust
01:28:18 • 2min
The Importance of Diversification in Investing
01:30:09 • 2min
How to Invest in a Social Impact Private Equity Strategy
01:31:43 • 3min