Masters in Business

Savita Subramanian on Equity and Quantitative Strategy

9 snips
May 16, 2024
Savita Subramanian, Managing director at Bank of America Corp, discusses navigating finance, investing with behavioral insights, market sentiment, industry challenges, AI in financial analysis, market valuation, and personal influences in an insightful and engaging conversation with Barry Ritholtz.
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ANECDOTE

Unconventional Path

  • Savita Subramanian's parents encouraged her to pursue a traditional career in medicine or engineering.
  • She rebelled, studying mathematics and philosophy due to her short attention span and love for writing.
ANECDOTE

From Intern to Leader

  • Savita Subramanian interned at Merrill Lynch's quant team during business school.
  • This internship unexpectedly turned into a 23-year career, leading the same team at Bank of America.
INSIGHT

Contrarian Indicator

  • Wall Street strategists' average recommended stock allocation is a good contrary indicator.
  • When strategists are bearish, it's often a good time to buy.
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