"The Riff" with Byrne Hobart and Erik Torenberg E17: How Quants See the World
Feb 29, 2024
Byrne and Erik discuss company valuations, short selling, market predictions, earnings guidance, and the behavior of companies and investors in financial markets. They also touch on topics such as risk in investment, gold and Bitcoin, buybacks vs. dividends, and the dynamics of short selling in the stock market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Balancing Safety and Economics in Aerospace Engineering Companies
04:07 • 2min
Analyzing Investor Risks and Strategies
06:19 • 8min
Analyzing the Evolution of Hedge Funds and Investor Strategies
14:24 • 6min
Quantitative Investing and Asset Relationships
20:06 • 9min
Comparing Buybacks and Dividends, Quants and Carry, Signaling in Buybacks and Dividends, Risks of High Dividends, Short Selling Dynamics
29:13 • 22min
Analyzing Companies' Guiding Analysts on Earnings Estimates
51:34 • 5min