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
Introduction
00:00 • 2min
The Fed's Shift of Opinion on the British Economy
01:34 • 3min
The Fed's Tightening of Real Rates
05:02 • 3min
The Impact of Higher Rates on the Housing Market
08:04 • 4min
The Future of Finance: Andro Lopez-Lera, PhD
12:08 • 2min
The Future of the Economy Based on AI
13:40 • 2min
The Role of Academics in Predicting Returns
15:37 • 2min
The Price to Book Value Factor
17:38 • 2min
The Importance of Mixing Factors
19:16 • 2min
The Role of Interest Rates in Asset Prices and Returns
20:57 • 2min
How to Predict Returns With Machine Learning and AI
22:42 • 2min
How to Use Machine Learning to Pick Stocks
24:22 • 1min
Chach-Ebt: The Future of Finance
25:43 • 2min
The Importance of Understanding Financial News
27:52 • 2min
The Impact of Knowledge on Short Term Returns
29:57 • 3min
The Importance of Shorting
32:46 • 2min
The Constraints of Shorting That Makes Smaller Stocks Harder to Predict
34:18 • 1min
The Limits of Chat GPT for Trading Strategies
35:45 • 2min
Chat GPT and GPT for the Future
37:21 • 3min
AI and the Future of Finance
39:58 • 2min
How to Test Machine Learning Models With Explainability
42:16 • 2min
The Buzz Through AI
44:05 • 2min
How to Tie in the Exit From NVIDIA
45:38 • 2min
The Importance of Market Exposure
47:09 • 2min
The Importance of Market Exposure
49:16 • 3min