EP6: Michael Recce: The goldilocks approach to neuroscience, AI and investing

1

Introduction

00:00 • 3min

2

Is It a Data Investing Revolution or a Quantitative One?

03:00 • 4min

3

Do We Still Think That Data Will Be the Driving Force of the Value Proposition?

07:13 • 5min

4

What Does the Individual Company Level Information Tell Us?

11:51 • 4min

5

Do You Think That This Is Going to Lead to Morsho Emism?

15:42 • 5min

6

Is There a Smart Alpha in the Stock Market?

20:12 • 3min

7

Quante Quantis - The Surprising Function

23:11 • 4min

8

Is There a Difference Between a Portfolio and a Benchmark?

26:57 • 4min

9

Do You Think That Paradime Will Change?

30:49 • 5min

10

Is There a Non Linearity in the Factor Outcomes?

36:13 • 3min

11

Is Alternatie Data Making a Significant Difference?

39:13 • 4min

12

Do You See a Quas Technology Data Nesses?

42:43 • 2min

13

Is There a Real Innovation Going On?

44:45 • 5min

14

What Is a Senari Analysis?

49:48 • 3min

15

How Firms Compete With One Another?

53:14 • 5min

16

The Future of the Investing Industry

58:37 • 6min