Flirting with Models
By Corey Hoffstein
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Category: Investing
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Subscribers: 246
Reviews: 1
Episodes: 103
May 3, 2021
Description
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies.
Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures.
For more on Newfound Research, visit www.thinknewfound.com.
| Episode | Date |
|---|---|
|
Giuseppe Paleologo - Multi-Manager Hedge Funds & Thinking Deeply About Simple Things (S7E11)
|
Sep 02, 2024 |
|
Talk Your Book: Return Stacking [REPLAY]
|
Aug 20, 2024 |
|
Kris Abdelmessih - Life Through a Volatility Lens (S7E10)
|
Jul 29, 2024 |
|
Bill Gebhardt - Replicating Discretionary Commodity Trading Systematically (S7E9)
|
Jul 01, 2024 |
|
Nicolas Mirjolet - Multivariate Trend Following (S7E8)
|
May 27, 2024 |
|
[PREVIEW] Enter the New World of Return Stacking | Get Stacked Podcast
|
May 06, 2024 |
|
Markku Kurtti – Diversification is a Negatively Priced Lunch (S7E7)
|
Apr 22, 2024 |
|
Otto van Hemert - Seasonality Everywhere (S7E6)
|
Mar 25, 2024 |
|
Clayton Gillespie - A Fundamental View of Quant Equity (S7E5)
|
Feb 05, 2024 |
|
Hari Krishnan – Hedging a Commodity Bull Market (S7E4)
|
Jan 08, 2024 |
|
Nick Baltas - Multi-Asset, Multi-Strategy Portfolios (S7E3)
|
Dec 26, 2023 |
|
Bin Ren – text2quant (S7E2)
|
Dec 11, 2023 |
|
Charles McGarraugh - "Change in the Market is Accelerating" (S7E1)
|
Dec 04, 2023 |
|
Andrew Beer & Adam Butler - Attack of the Managed Futures Clones
|
Sep 25, 2023 |
|
Dean Curnutt - The Reflexivity of Equity Volatility (S6E16)
|
Sep 11, 2023 |
|
Gerald Rushton - Commodity Strategies (Trend; Carry; Congestion; and Volatility Carry) (S6E15)
|
Sep 04, 2023 |
|
15 Ideas, Frameworks, and Lessons from 15 Years
|
Aug 28, 2023 |
|
Devin Anderson – Strategy versus Structure in Tail Hedging (S6E14)
|
Aug 14, 2023 |
|
Martin Tarlie - Bridging the Gap Between Financial Planning and Portfolio Management (S6E13)
|
Aug 07, 2023 |
|
Grug Capital – Grug (Finally) Teaches Us MEV (S6E12)
|
Jul 24, 2023 |
|
Doug Greenig - At the Frontier of Trend Following
|
Jul 17, 2023 |
|
Return Stacked® Bonds & Managed Futures ETF
|
Jul 11, 2023 |
|
Pim van Vliet – A Detailed Dive into Low Volatility Investing (S6E10)
|
Jul 03, 2023 |
|
Asif Noor – Modern Systematic Macro (S6E9)
|
Jun 26, 2023 |
|
Roberto Croce - Trend and Carry Within Assets, Across Assets, and Over Time (S6E8)
|
Jun 19, 2023 |
|
Michele Aghassi - Unintended Bets Everywhere (S6E7)
|
Jun 12, 2023 |
|
Jason Josephiac - Portable Alpha and Risk Mitigating Strategies (S6E6)
|
Jun 05, 2023 |
|
Macrocephalopod - Managing a Mid-Frequency Crypto Prop Desk (S6E5)
|
May 29, 2023 |
|
Roni Israelov – High Frequency Factors, the Volatility Risk Premium, and Re-Thinking Financial Planning (S6E4)
|
May 22, 2023 |
|
Doug Colkitt - High Frequency Trading, MEV Strategies, and CrocSwap (S6E3)
|
May 15, 2023 |
|
Jeff Yan - High Frequency Crypto Market Making & the Hyperliquid Exchange (S6E2)
|
May 08, 2023 |
|
Jason Buck - Designing the Cockroach Portfolio (S6E1)
|
May 01, 2023 |
|
Machine learning isn't the edge; it enhances the edge you’ve developed
|
Feb 27, 2023 |
|
What does a full-stack quant research platform and process look like?
|
Feb 13, 2023 |
|
What would Cliff Asness ask St. Peter at the pearly gates?
|
Jan 30, 2023 |
|
A data-driven approach to picking growth stocks and thematic baskets
|
Jan 23, 2023 |
|
How quants have changed equity markets and how discretionary managers can use this information to sharpen their edge
|
Jan 16, 2023 |
|
Replacing linear factors with a non-linear, characteristic approach in quant equity
|
Jan 09, 2023 |
|
Options, volatility, and the things we don't know we don't know (ARCHIVES S3E3)
|
Jan 02, 2023 |
|
Formulating the machine learning problem, how research questions should be asked, and the trade-off of complexity versus accuracy (ARCHIVES S1E7)
|
Dec 29, 2022 |
|
Giuliana Bordigoni - Alternative Markets & Specialist Strategies (S5E14)
|
Oct 24, 2022 |
|
Adam Butler - Questioning the Quant Orthodoxy (S5E13)
|
Oct 03, 2022 |
|
Kevin Cole - Systematic Multi-Strategy from 100+ Models (S5E12)
|
Aug 29, 2022 |
|
Hari Krishnan - Market Tremors & Tail Hedging (S5E11)
|
Aug 08, 2022 |
|
Harel Jacobson - Trading FX Volatility (S5E10)
|
Aug 01, 2022 |
|
Andrew Beer - Replicating Hedge Fund Beta (S5E9)
|
Jul 25, 2022 |
|
Antti Ilmanen - Unexpected Returns (S5E8)
|
Jul 18, 2022 |
|
Ralph Smith - Scientific Investing in Fixed Income (S5E7)
|
Jul 11, 2022 |
|
Kai Wu - Mining Unstructured Data for the Intangible (S5E6)
|
Jul 03, 2022 |
|
David Sun - Expectancy Hacking (S5E5)
|
Jun 27, 2022 |
|
Aneet Chachra - Surfing Flow for Fun and Profit (S5E4)
|
Jun 20, 2022 |
|
Moritz Seibert & Moritz Heiden - From CTA to web3 (S5E3)
|
Jun 13, 2022 |
|
LightSpringFox - Crypto Market Making (S5E2)
|
Jun 06, 2022 |
|
Michael Green - The Active Impact of Passive Investing (S5E1)
|
May 30, 2022 |
|
David Berns - How do you build a portfolio for a human being? (S4E16)
|
Aug 16, 2021 |
|
Russell Korgaonkar - Optimizing the Research Process (S4E15)
|
Aug 09, 2021 |
|
Andrew Lapthorne - Thematic Baskets and Strong Balance Sheets (S4E13)
|
Jul 26, 2021 |
|
Greg Obenshain - Quantitative Credit (S4E12)
|
Jul 19, 2021 |
|
Roxton McNeal - Liability-Driven Investing (S4E11)
|
Jul 12, 2021 |
|
Vivek Viswanathan - Quant Equity in China (S4E10)
|
Jul 05, 2021 |
|
Tobias Carlisle - Realism Over Idealism in Value (S4E9)
|
Jun 28, 2021 |
|
Sam Trabucco - Perpetual Swaps, Liquidation Cascades, and the USD-BTC-YEN Triangle Trade (S4E8)
|
Jun 21, 2021 |
|
Dennis Davitt - Markets Models (S4E7)
|
Jun 15, 2021 |
|
Angus Cameron - Trade Structuring: Systematizing a Hidden Edge (S4E6)
|
Jun 07, 2021 |
|
Guillermo Roditi Dominguez - Path or Destination, Not Both (S4E5)
|
May 31, 2021 |
|
Tina Lindstrom - Commodity Volatility (S4E4)
|
May 24, 2021 |
|
David Fauchier - Paranoid Crypto Cowboys (S4E3)
|
May 17, 2021 |
|
Darrin Johnson - Independently Shorting Volatility (S4E2)
|
May 10, 2021 |
|
Cem Karsan - The Market Voting Machine (S4E1)
|
May 03, 2021 |
|
Liquidity Cascades
|
Sep 20, 2020 |
|
Kris Sidial - Long Volatility for the New Regime (S3E14)
|
Sep 08, 2020 |
|
Cliff Asness - "...But Not So Open Your Mind Falls Out" (S3E13)
|
Jul 29, 2020 |
|
Euan Sinclair - Positional Option Trading (S3E12)
|
Jul 27, 2020 |
|
Omer Cedar - Quant-Aware Discretionary (S3E11)
|
Jul 24, 2020 |
|
Sandrine Ungari - Alternative Risk Premia (S3E10)
|
Jul 22, 2020 |
|
Michael Hunstad - Institutional Trends in Factor Investing (S3E9)
|
Jul 20, 2020 |
|
Mads Ingwar and Martin Oberhuber - Full Stack Machine Learning (S3E8)
|
Jul 17, 2020 |
|
Eric Crittenden - All-Weather Portfolios with Trend Following (S3E7)
|
Jul 15, 2020 |
|
Jeffrey Baird - Commodity Convexity (S3E6)
|
Jul 13, 2020 |
|
Dr. Ernest Chan - Tail Reaper (S3E5)
|
Jul 10, 2020 |
|
Jim Masturzo - Tactical Asset Allocation (S3E4)
|
Jul 08, 2020 |
|
Dr. Benn Eifert - Bad Ideas (S3E3)
|
Jul 06, 2020 |
|
Michael Krause - Evolving Long/Short Equity (S3E2)
|
Jul 03, 2020 |
|
K.C. Hamann - Quantifying Conviction (S3E1)
|
Jul 01, 2020 |
|
Corey Hoffstein - Rebalance Timing Luck (S2E11)
|
Dec 09, 2019 |
|
Daniel Grioli - Thinking like a Fox (S2E1)
|
Jun 23, 2019 |
|
Katherine Glass-Hardenbergh - All About Alternative Data (S2E9)
|
Jun 21, 2019 |
|
Chris Meredith – Building a Robust Research Platform (S2E10)
|
Jun 21, 2019 |
|
Liqian Ren - In Search of Modern Alpha (S2E8)
|
Jun 17, 2019 |
|
Wayne Himelsein - The Quant Philosopher (S2E7)
|
Jun 17, 2019 |
|
Jason Thomson - The Growth Factor (S2E6)
|
Jun 11, 2019 |
|
Artur Sepp - Conditional Beta (S2E5)
|
Jun 08, 2019 |
|
Tammira Philippe and Elena Khoziaeva - It's all Greek to Me (S2E4)
|
Jun 04, 2019 |
|
Ben McMillan - Attack of the Liquid Alternative Clones (S2E3)
|
May 30, 2019 |
|
Benn Eifert - Volatility Investing (S2E2)
|
May 30, 2019 |
|
Liquidity Premium with Adam Butler (S1E8)
|
Oct 17, 2018 |
|
John Alberg - The Man in the Machine (Learning) (S1E7)
|
Jul 08, 2018 |
|
Jack Vogel - Momentum in Theory, Momentum in Practice (S1E6)
|
Jun 26, 2018 |
|
JD Gardner - "Win Bigger Than You Lose" (S1E5)
|
Jun 26, 2018 |
|
Meb Faber - "Just Survive" (S1E4)
|
Jun 26, 2018 |
|
Eric Ervin - Risk Reducers & Return Enhancers (S1E3)
|
Jun 26, 2018 |
|
Tobias Carlisle - Thinking Like an Acquirer (S1E2)
|
Jun 26, 2018 |
|
Adam Butler - The "Ultimate Gift" (S1E1)
|
Jun 26, 2018 |