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Listen "Quantitative Investing with Vivek Viswanathan"
Episode Synopsis
Vivek Viswanathan, is Global Head of Research at Rayliant Global Advisors founded by the brilliant, Jason Hsu (managed $145 Billion). Rayliant Quantamental China Equity ETF is a $22 Billion active portfolio employing a systematic approach to harvesting behavioral alpha by exploiting mispricings among Chinese stocks traded in markets around the world. We will be talking about Archegos, GameStop, Chinese Market and Algorithmic Trade, and much more. Don't miss this one!
# Vivek
00:00 intro
00:47 Fundamentals of Stock Investment
05:16 Blind Optimism, FOMO and Psychology of Investment
09:30 Quant Investing, Fundamental and Technical Analysis and Returns
15:40 Sentiment Analysis, Seasonality, Mean Reversal and Trend Signals
20:21 Survivorship Bias, Different Types and Remedy
24:07 Python, Automation, Risk and Retail Investors
31:27 Tech Stocks, Stability and Long-term Returns
34:08 Daniel Kahneman, Psychological Biases and Behavioral Economics
35:22 Tech Fatigue, Eye Strain and Productivity
40:13 Work from Home, Corporate Taxes and Universal Basic Income
45:38 McCarthyism, Socialism and Communism
49:30 Ernest Chang, PhD in Finance to become Quant Investor
52:22 Necessity of a Ph.D, Social Credentialing, Education System and Misplaced Rewards
01:02:40 Coursera IPO, Self-Learning and On-Job Training
01:05:16 Chinese Stock Markets, 2015 Crash, Regulation and Corruption
01:16:57 Why invest in Chinese ETFs, Inefficient Markets and Diversification
01:24:06 Trade Wars between US and China, Alaska Summit, Semiconductor Shortage
01:28:20 Archegos, Theranos, Wirecard, Enron and Stock Market Scams
01:33:20 Nissan Scandal, Arthur Anderson, Big Four and Abetting the Scammers
01:38:30 Rayliant Global Advisors, Jason Hsu and Learning the Trade
01:41:10 Blackbox of Neural Networks, Expected Returns Signals and Explainability
01:44:45 Linear and Non-linear Patterns, Weighted Averages and Decomposition of Reasons
01:47:28 Books, Dhando Investor, Intelligent Investor and Medallion Fund
01:53:18 Work Related Stress, 100 hour week at JP Morgan, Gym and Diet
01:57:10 Protein Intake, Keto and Vegetarianism
02:02:02 Cardio, Glycogen and Oxygen Levels in Blood
# Vivek
00:00 intro
00:47 Fundamentals of Stock Investment
05:16 Blind Optimism, FOMO and Psychology of Investment
09:30 Quant Investing, Fundamental and Technical Analysis and Returns
15:40 Sentiment Analysis, Seasonality, Mean Reversal and Trend Signals
20:21 Survivorship Bias, Different Types and Remedy
24:07 Python, Automation, Risk and Retail Investors
31:27 Tech Stocks, Stability and Long-term Returns
34:08 Daniel Kahneman, Psychological Biases and Behavioral Economics
35:22 Tech Fatigue, Eye Strain and Productivity
40:13 Work from Home, Corporate Taxes and Universal Basic Income
45:38 McCarthyism, Socialism and Communism
49:30 Ernest Chang, PhD in Finance to become Quant Investor
52:22 Necessity of a Ph.D, Social Credentialing, Education System and Misplaced Rewards
01:02:40 Coursera IPO, Self-Learning and On-Job Training
01:05:16 Chinese Stock Markets, 2015 Crash, Regulation and Corruption
01:16:57 Why invest in Chinese ETFs, Inefficient Markets and Diversification
01:24:06 Trade Wars between US and China, Alaska Summit, Semiconductor Shortage
01:28:20 Archegos, Theranos, Wirecard, Enron and Stock Market Scams
01:33:20 Nissan Scandal, Arthur Anderson, Big Four and Abetting the Scammers
01:38:30 Rayliant Global Advisors, Jason Hsu and Learning the Trade
01:41:10 Blackbox of Neural Networks, Expected Returns Signals and Explainability
01:44:45 Linear and Non-linear Patterns, Weighted Averages and Decomposition of Reasons
01:47:28 Books, Dhando Investor, Intelligent Investor and Medallion Fund
01:53:18 Work Related Stress, 100 hour week at JP Morgan, Gym and Diet
01:57:10 Protein Intake, Keto and Vegetarianism
02:02:02 Cardio, Glycogen and Oxygen Levels in Blood
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