Cliff Asness - Simple Investing is Hard (EP.385)
Capital Allocators – Inside the Institutional Investment Industry
Balancing Intuition and Machine Learning in Investment Decisions
The speaker highlights the importance of balancing intuition and machine learning in investment decisions. They acknowledge a past preference for a strong economic story supported by robust data, causing some reluctance towards fully embracing machine learning. However, they emphasize the need to leverage machine learning effectively by not allowing it to overfit data. The speaker credits their head of machine learning for insights on complexity and the pitfalls of allowing machine learning to choose factors without constraints, warning against the dangers of excessive data mining.
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