“I’m expecting a lot of inflation vol with higher low, services inflation was never transitory” Beryl Elites 45,5 тыс. подписчиков Скачать
“I’m expecting a lot of inflation vol with higher low, services inflation was never transitory” Скачать
"We use LLMs to help with reporting, building narratives about particular stocks that are purchased" Скачать
“Trump told me that NYC real estate developers are babies compared to the people here in Washington” Скачать
“Singapore from almost nothing has now per capital income double than that in the U.S” John Paulson Скачать
"What sets NLP apart is its ability for memory retention, which is a strength of transformers" Скачать
"We're working with our portfolio companies, figuring ways to optimize the business using tech, AI" Скачать
“Discussing investment & operational due diligence on managers in China & SE Asia” - Vidak Radonjic Скачать
"The most important thing is understanding the different associated risks underlying custody models" Скачать
"When you pick a project, have a narrow focus. If you bring data in-house, you can be very focused" Скачать
"The cost of experimentation is going down, you can do much more with less. Less people, less data" Скачать
"We are now is position to offer opportunity for clients to mix our data with other data providers" Скачать
"Smaller models trained on proprietary datasets perform better than more general purpose LLM" Скачать
"Speaking of the ecosystem, let's talk about the tech stack of this industry of alternative data" Скачать
"How do we draw the causal graph amongst all the variables & be able to handle idiosyncratic risks?" Скачать
"There are hosts of technologies with LLMs at center of it: pattern recognition, sentiment analysis" Скачать
TESTIMONIAL 🎬 Beryl Elites Alternative Investments Conference (companies listed in Description) Скачать
"NLP has long been used in alt data for extracting sentiment from text to understand earnings calls" Скачать
"How chatbot accelerate analysis & where will Gen AI have the biggest impact on investment process?" Скачать
"The biggest cost was the cost of data, especially for very niche data. Now the costs are lower" Скачать
“The biggest shift has been the cloud technology that has accelerated the building of data pipeline” Скачать
“Satellite-based data sets have a wide range of use cases, tracking oil inventories, construction“ Скачать
"There's lots of potential for automation through the use of smart contracts with stable coins" Скачать
"The threshold of human capabilities has come down, you can get people that are more energized" Скачать
"Signal oriented sentiment based indicators & time series & usage of LLM on JPMorgan own data" Скачать
"You don't need to be an expert in python or coding to ask an AI system to do something for you" Скачать
"We're running a host of direct AI based fundamental equity strategies combining human intelligence" Скачать
"In market-making real time risk management space, we have high dimensional interactive terms" Скачать
“Big data doesn’t imply big returns, sometimes limited, fewer data get remarkably different answers” Скачать
"Our mission is to make text useful. We built NLP platform based on the language of capital markets" Скачать
"We get to break apart our data analytics and research to build solutions for interesting markets" Скачать
"The only thing standing between you and accessing the data is understanding the new concepts" Скачать
"Years ago, you had to do everything yourself, but now many firms are simplifying the process" Скачать
"When we consider blockchain and how this technology operates, it functions as an immutable ledger” Скачать
"We're not in the business of advising which stocks to buy or sell; you can ask your own questions" Скачать
"For the sixth consecutive year, local retail business growth will surpass national business growth" Скачать
“Quants have evolved into a more complex game, requiring better risk management & alpha generation.” Скачать
"Predicting market reactions has become increasingly difficult, trading edge is no longer apparent." Скачать
"Following the 2008 crisis, the Fed has developed tools that can now be applied to cryptocurrencies" Скачать
"Science is amazing in imaging. MRI studies have demonstrated that psychedelics can disrupt network" Скачать
"There are numerous definitions of stagflation. What exactly is it, and how do we define it?" Скачать
"1st time buyers with 8% mortgage will choose renting vs buying, resulting in a lack of new supply” Скачать
"The economic & market downturn are two different animals & timing them need to be done differently" Скачать
"The recent decrease in investment activity is attributed to investor caution and uncertainty" Скачать
"Hedge fund managers are increasingly looking for digital tools to enhance their capabilities" Скачать
"What contributes to success and longevity is maintaining flexibility and looking after your legs” Скачать
"We have a systematic end-to-end market-making system; bids & offers are accessible in client OMS." Скачать
"The approval process for psychedelics mirrors the pharma & biotech delivery vs a recreational one." Скачать
"Alternative data includes all information that investors utilize beyond traditional data sources" Скачать
"It's important to establish your operational guidelines, employment contracts & training protocols” Скачать
"You can transform a private equity fund into a feeder fund and subsequently offer it as a token" Скачать
"ESG and NLP fit together like a hand in a glove, they capture issues that aren't in fin statements" Скачать
"We collect data, organize it and present it so decision makers can have it on their fingertips" Скачать
"The geopolitical crisis is increasingly merging security & financial market events with technology" Скачать
"By building a universal dbase, we can track headcounts, hiring rates, & attrition at every company" Скачать
"There are lots of specific exclusions that exist for crypto for ensuring custody of digital assets" Скачать
"Tokens are novel form of capital asset that requires comprehension when engaging with the SEC” Скачать
"With higher rates for longer, we want to be conservative, defensive, high in the capital structure" Скачать
"With respect to diversifying assets, whether it's hedge fund or credit, we've leaned into credit" Скачать
"Communication is paramount - If you tell the truth, than you don’t need to remember what you said" Скачать
"What matters is whether we are 5 milliseconds faster than the next guy, which is why it works." Скачать
"We manage risk by buying the best Multifamily RE, that have been built within the last 5 years" Скачать
"Qualified Opportunity Funds qualify for special tax treatment” Listen & learn about how this works Скачать
"Cannabis is driven by a revenue model that is recreational, whereas psychedelics is medicinal" Скачать
"Unemployment bottomed at 3.4%; the average since 1940 is 6-7%. Significant upside for unemployment" Скачать
"The distinct roles of generative AI & LLM in yielding significant insight in financial forecasting" Скачать
"The Quants have flexibility of integrating other data sets, performing back tests to find signals" Скачать
"Gen AI requires lots of prompt engineering, it involves lots of questions, rerendering the answers" Скачать
"You need to start to work from domain you trying to do, ie hypothesis, then integrate the process" Скачать
"You want to be that person for somebody, who's fallen or made mistake or tripped up somewhere" Скачать
"Now that you can put information through a filter it doesn't require you all the technical skills" Скачать
"When it comes to investing you have to predict the time series and LLMs are not made for that." Скачать
"Operationally, computing power is the biggest issue. It requires optimizing all these resources" Скачать
"The sea level rise is the most under appreciated or considered appropriately by asset managers" Скачать
"When you have different types of legos you can do cooler stuff, that's what's happening with cloud" Скачать
"The availability & the acceptance of cloud in finance & healthcare has allowed access to services" Скачать
"Disciplined investing means lower multiples are lower and it's taking longer to get the deal done" Скачать
"Vertical integration of supply chains links primary care physician groups with health insurers" Скачать
"Healthcare remains highly fragmented and largely local. It requires efficiency through scale" Скачать
"We learned that any zero policy doesn't work: zero covid, zero emission, zero interest rates" Скачать
"When I look at current vol environment, I don't think it reflects the reality of the macro picture" Скачать
"How do you get comfortable over how the keys are were generated & created; access management, etc" Скачать
TESTIMONIALS 🎬 Beryl Elites Alternative Investments Conference (companies listed in Description) Скачать
"The future of monetizing the ecosystem of sports brand lies in sports betting, data analytics" Скачать
"Ensuring data compliance is paramount. Out goal is to ensure everyone feels comfortable with it" Скачать
"We pick how we want the molecule to perform in the body and then we can reverse it if logical" Скачать
"Discretionary manager is based on human experience & judgement. Quant is traditionally rule based" Скачать
"Managers need to create consistent compliance & supervisory practice in order to prevent any issue" Скачать
"The most active areas is alternative data, in particular AI, and its transformational potential" Скачать
TESTIMONIAL 🎬 Beryl Elites Alternative Investments Conference (companies listed in Description) Скачать
"A seeder is a entity that invests nto a fund and receives a % of all fees often indefinitely" Скачать
"Stable coins ultimately they are meant to hold a value so they are not meant to go up or down" Скачать
"It's important to slice & dice the economy. The current US homes market is epitome of stagflation" Скачать
"You have to look at commodity markets for stagflation, because it existed in the 70s and 80s" Скачать
"If you're driving down the winding mountain road, you can be safe by driving sufficiently slowly" Скачать
"Anyone with money wagered on the game is more inclined to watch longer, a crucial factor for media" Скачать
"We're reducing our commitments from both public & private equity side and move it to fixed income" Скачать
"Stay high in the capital structure; no need to take significant risks to generate solid returns" Скачать
"We've seen a lot of creativity on the structuring end but also helps minimizing the discount" Скачать
"If we're going to be a leader in Blockchain, we believe that this technology be the backend rails" Скачать
"On the accounting side of crypto, the most important is to have an accountant to apply the rules" Скачать
"Where is the hedge fund alpha, after all the QEs went into equities resulting in constrained vol" Скачать
"When we had $18 trillion in of negative yielding securities, it was the biggest financial bubble" Скачать
"We're seeing interest from private wealth in the structured notes & the swaps space for hedging" Скачать
"We look at times series which is mostly structured & look at structured data in unstructured way" Скачать
"Custodial layer is what powers it all but bridging the gap between tech & finance people is needed" Скачать
“The Chinese Government is looking at logistical aspect, for example, in Panama they're in control” Скачать
"At Ursa we are trying to peel back a layer of secrecy on data as we can see things from space" Скачать
“If consumer/wages are strong & unemployment is low, why are so many brick & mortar out of business" Скачать
"PR is undergoing nascent economic growth with the friendliest tax jurisdictions within the U.S." Скачать
"Bond Connect allows investors to access mainland Chinese bonds through HKG, highly liquid & rated" Скачать
TESTIMONIAL 🎬 Beryl Elites Alternative Investments Conference (companies listed in Description) Скачать
TESTIMONIAL 🎬 Beryl Elites Alternative Investments Conference (companies listed in Description) Скачать
TESTIMONIAL 🎬 Beryl Elites Alternative Investments Conference (companies listed in Description) Скачать
"With Alt Data we're layering into the visibility how online business has been performing vs offline Скачать
"Due diligence is necessary, many data providers don't really understand how their data are derived" Скачать
"The promise of crypto is absolutely massive, eg crypto trading has instantaneous settlement" Скачать
"As credit card data got more distributed, nowcasting based on it alone has become really tough” Скачать
When we use the term AI, it’s applied differently in any business, it’s not a single magic entity" Скачать
"What you try to provide to a real AI engine is enough distinct views of the same underlying data" Скачать
“The investment management industry is lucrative, 36% avg margin, but has lots of unhappy clients" Скачать
"Data engineering and data procurement process are the keys to be able to take advantage of data" Скачать
"What are some of the greatest values of alternative data for an asset manager in their process?" Скачать
"Do you have the rights, all the way up the chain to take this data and provide to investor?" Скачать