MIB: Joshua B. Miller on the Hot Hand
This week, we speak with Joshua B. Miller, an economics professor and behaviorist at the University of Alicante, whose research interests...
Narrative or Data? Yes.
Data Picks Investments, Stories Sell Them How investment products are created and sold now is the reverse of two decades ago. Bloomberg,...
BBRG: Data Picks Investments, Stories Sell Them
Data Picks Investments, Stories Sell Them How investment products are created and sold now is the reverse of two decades ago. Bloomberg,...
Algorithms: Opinions Embedded in Math
We live in the age of the algorithm – mathematical models are sorting our job applications, curating our online worlds,...
Thoughts/Questions on Polling and Errors
Mid-Term election day is finally here. I only have my own sneaking suspicions as to the outcome, mixed in with some wishful thinking and...
Jim Simons: The mathematician who cracked Wall Street
Jim Simons was a mathematician and cryptographer who realized: the complex math he used to break codes could help explain patterns in the...
MiB: Annie Duke on Avoiding “Resulting”
How can you make intelligent decisions when you don’t have a lot of information? Are you unsure whether luck or skill...
Radiolab: Stochasticity
Stochasticity (a wonderfully slippery and smarty-pants word for randomness), may be at the very foundation of our lives. To understand...
Jeffrey Sherman on Solving Gundlach’s Puzzles
This week I sat down with Jeffrey Sherman, Deputy Chief Investment Officer of Doubleline Capital. Sherman is a former statistics and...
Save the Date! Evidence Based Investment Conference NYC Nov. 2
Exciting news! Our first Evidence-Based Investing Conference in New York City was a resounding success. We are doing it...