24 Burst results for "Quant"

"quant" Discussed on Reel Talk: The Customer Insights Show

Reel Talk: The Customer Insights Show

02:48 min | 7 months ago

"quant" Discussed on Reel Talk: The Customer Insights Show

"Understand the <Speech_Female> motivation <Speech_Telephony_Female> or the why <Speech_Female> behind what you've learned <Speech_Female> in quant and then <Speech_Female> help you to <Speech_Female> design that next <Speech_Female> quant study <Speech_Female> because <Speech_Female> that research is never <Speech_Telephony_Female> ending and understanding <Speech_Female> like <Speech_Female> what questions are <Speech_Female> coming up that <Speech_Female> we didn't know we <Speech_Female> had to ask him the quant. <Speech_Female> I didn't <Speech_Female> know that was the question <Speech_Female> that i needed to <Speech_Female> ask that. That consumers <Speech_Female> <Speech_Female> have an opinion <Speech_Female> on. But it's <Speech_Female> come out of this broader <Speech_Female> kwol <Speech_Female> that now i <Speech_Female> can narrow in on it in <Speech_Female> my next quant study <Speech_Female> and then repeat <Speech_Female> like us <Speech_Female> that call again <Speech_Female> to get <Speech_Female> to that root cause <Speech_Female> of what i've learned in the <Speech_Female> quant and helped <Speech_Female> design my <Speech_Female> next quant study <Speech_Female> I <Speech_Female> think it just <Speech_Female> It <Speech_Female> does create a really <Speech_Female> complete <Speech_Female> way of <Speech_Female> of kind <Speech_Female> of understanding <Speech_Female> the the <Silence> communities <SpeakerChange> that we serve <Speech_Male> <Speech_Male> and for <Speech_Male> a researcher. <Speech_Male> Let's make <Speech_Male> it easy on ourselves. <Speech_Male> <Advertisement> Let's let <Speech_Male> the questionnaires <Speech_Male> <Speech_Male> right themselves. <Speech_Male> I'll <Speech_Male> spend the time on the <Speech_Male> big questions <Speech_Male> that we're trying to understand. <Speech_Male> Get <Speech_Male> those questions out <Speech_Male> of there into the universe <Speech_Male> and into <Speech_Male> the <Speech_Male> Into the respondents <Speech_Male> <Advertisement> mind and <Speech_Male> they will give back <Silence> the <Speech_Male> <Speech_Male> the guidance <Speech_Male> to come <Speech_Male> up with that further <Speech_Male> research and and <Speech_Male> the end of any <Speech_Male> good research <Speech_Male> is a call <Speech_Male> for more research. <Speech_Male> I mean every good <Speech_Male> research paper <Speech_Male> ends with <Speech_Male> well. Here's what <Speech_Male> i didn't cover. <Speech_Male> Here's the questions that still <Speech_Male> need answering. <Speech_Male> And <Speech_Male> that's really <Speech_Male> you know what <Speech_Male> kind of what guides <Speech_Male> learning <Speech_Male> and and <Speech_Male> further understanding <Speech_Male> enlightenment. <Speech_Male> Is that process <Speech_Male> of asking <Speech_Male> more <SpeakerChange> questions. <Speech_Female> Even after you've done your <Speech_Female> work. Yeah <Speech_Female> and that's <Speech_Female> a really like. <Speech_Female> I love <Speech_Female> how you phrase <Speech_Female> framed that as the <Speech_Female> goal like the <Speech_Female> goal should be to discover <Speech_Female> that next <Speech_Female> question <Speech_Female> because i think oftentimes <Speech_Female> we are <Speech_Female> trying to answer <Speech_Female> the first question. <Speech_Female> The goal is the first <Speech_Female> question we have very <Speech_Female> but thinking <Speech_Female> about <Speech_Female> What more <Speech_Female> what are the additional <Speech_Female> questions. That i <Speech_Female> that. I don't understand <Speech_Female> that. I need to dig <Speech_Female> deeper into <Speech_Female> <Speech_Female> I think is really exciting. <Speech_Female> And and <Speech_Female> you know just <Speech_Female> kind of creates <Speech_Female> more opportunity <Speech_Female> to <Speech_Female> drive value in the <Speech_Female> business. You know we've <Speech_Female> discovered something new <Speech_Female> here. <hes> <Speech_Female> a question. We haven't <Speech_Female> been asking <Speech_Female> you know 'cause we <Speech_Female> talk a lot about people <Speech_Female> are changing all the time. <Speech_Female> Well <Speech_Female> there's probably <Speech_Female> stuff that we're not <Speech_Female> asking them that <Speech_Female> they're dying to tell us <Speech_Female> about and so that's <Silence> exciting <Silence> <SpeakerChange> <Speech_Female> <Speech_Female> saying well. I <Speech_Female> can't thank you enough <Speech_Female> for coming on the show today. <Speech_Female> This was a great <Speech_Female> conversation <Speech_Female> a <Speech_Female> lot. A lot of really <Speech_Female> good could <Speech_Female> nuggets. Came <Speech_Female> out of the today so <Speech_Female> thrilled to have you on the team <Speech_Female> and thank you <Speech_Female> so <SpeakerChange> appreciate <Speech_Female> you coming on <Speech_Female> to the show. <Speech_Female> Thanks for having magen. <Speech_Female> <Advertisement> -solutely <Speech_Female> thanks everyone <Speech_Female> for listening. We <Speech_Female> will be back <SpeakerChange> for another <Speech_Female> episode next week. <Speech_Female> And i look forward <Speech_Music_Female> to seeing you.

nuggets
"quant" Discussed on Ponderings from the Perch

Ponderings from the Perch

08:08 min | 8 months ago

"quant" Discussed on Ponderings from the Perch

"Quite a while but i'm gonna brag on wall sites a little bit because big congrats to the team for making it on the inc. Five thousand list. I'm serious i'm you dislike. Thank the just the dream of that but you guys came in at number two eighty two and you were also ranked as the number one fastest growing mr. listen. I did my research. So what do you think what what is that about. Do you think that has something to do with what we talked about. Like coming from outside the industry. In rethinking. In or what i mean. What do you think was that big part of successive making such a big move. So fast up. Say no no thank you. First of all. We're super excited holdings really energized by that. We all knew how fast we're going. And how great this is going to get that external validation and be ranked that highly was just a real great up pleasant surprise and excitement for us because they we obviously working so hard to get here. I think yeah it is. It is again. It's the desmond to our teams in a relentless focus on a product. First of all right. That's what he asked me like. You know we we have the squid always great tech right. We've been around several years including another industrial before this and we always had great tech but we were planning struggling finding that right and that's where we were going to try and industrial isn't doing all of that and then really the persistence and the basham that the team has had to stay on point and not give up and keep going at it in trying different things in having that flexibility and ability to give it in a when we knew that okay. This is not working. Let's try that. I think that is fundamentally the reason. We're here today. First and foremost and then of course. It's the believed to into the team that we've put together not just the perseverance and passion and hardworking dedication of the team. But also the people that we've been fortunate to kind of bring on board of both our tech team that has been around with us for a while pretty much on the start. We've got a lot of people have been been with us pretty much the whole time and then of course on your team on the business side which is where we scale the last couple of years where we've in fact you may have heard recently promoted. According williams and jared card ceelo positions of gordon's on new. She was the head of operations of foreign jarreds archie plus more of certain so them and their teams and other players with nari but a new marketing heads comment. And so we've really put together very very strong. team And that i think is another big part of our success here in the people. You're with and the debate. It's issue where you are. Yeah well you've attracted a lot of besting bright talent in the industry. They've all seen taking the magnet over to last year. I gotta talk about susan susan. Yes the g. came. Oh erc to qualify. That was really excited to. So you've got a lot of A lot of moving around and obviously something amazing is going there at the white people who are just really considered pillars in. This industry would not be interesting or looking at it so kudos to you on some great new team members. I love that you mentioned a couple of words that are my favorite collaboration cross pollination embracing complexities are a lot of things but the collaboration is like one of those things. I love so much and just as a thank you for you know four coming and taking your time on show. I wanted to just tell people if you didn't know newhall hall and their team at falsified state ponied up and they decided to help us put on insights marketing day. And that is a gift really. We give back to the insights community. So think about this guy's yes you know. He wants to actually partner in connect with other people in the insight community. But it's also a gift back because this is a day where in the insights community we're bringing seekers together so that we stop and quit working in our businesses and work on it so this is also this is where i see like just great minds is that you're also helping contribute to the industry itself growth and people who can contribute even though that might be contributing to what people might consider to be your competitors. That's big mind to me. That's like abundance theory. And that's like where we can get these really great hoste cross pollination with ideas so thank you to call sites for deciding to help us. Put this kind of thing on. But i'm kind of curious. We're in this weird transition with conferences. So you will be at insights marketing day of so where else will qualify three next. How could we connect with you know. And actually one thing. Thank you for forgiveness. Opportunity in one of the reasons Day for me was actually. That was my one of my first conferences where menu as well and so you know when i was a early entrepreneur in the inside space. It was my first conferences. And i got a whole bunch of value off. Its meeting people like you. And you're in for people like you and others. That would talking about their stories and their challenges and things like that and so you know when we got that email was literally a thirty second decision. Right because there's like. Hey this is so valuable to us and even though you know this is not. This is something for us that we wanted. This totally a give backed up somewhere in a. Hey we want to be able to cultivate that kind of knowledge in the necessary. It's good for all of us you know for for having You know summits like that and so thanks for us. Thanks for having us as for conferences. Yeah it's kind of coming back. You know so i am in At grocery shop in vegas Next weekend And so that's happening. Soon out in vegas and then i am right after that point we of course in chicago. That's a home base. That's easy and then we doing actually go berlin double colleagues for m. r. m. w. and quality sixty europe admitted tober and then finally we also have corks in the member so at least the next year four. That's going up. So basically what you're saying is i'll see you ally okay. Look i know at this point. I mean i'm sorry. But if i like huggy really hard. It's just people. I some of the introverts probably like an all the experts. What is i love it. i love it. Well we are going. See you it insights marketing day. But i just have to again as thank you for coming on. Give us the who is the perfect client for while science. Because i know you enough to know if you're not perfect for someone you will be very quick to say. Yeah that doesn't sound like something we could do for you because you are so focused on that product and really what the application is but who is perfect for you all to even contemplate looking at that flexible insight platform that is qualifies. Yes so the perfect clients for us really. Are you know anyone who is looking to kind of start to do deeper But dude fassino people who have been traditionally doing those focus groups and interviews and rico based methods but are realizing that there's so much more to be had with contextual methods of behavioral methods. And the billy to do those things but do them remotely do them efficiently and whether that's them doing themselves right because they can start being more self sufficient with that from indexed act like us all using the agency partners to add the agency plus architects tactic and help them with their upcoming projects. Those plans across industries we work. Cg retail tech and former awesome. Well i have to stay home so glad that you're joining us for insights marketing day. But i gotta tell you you're joining My other favorite sponsor which is field work because they are as collaborative as kind an as forward thinking as open as giving you know as your teen is. And i just had this. The connection between those two is just really amazing. I feel really Sometimes overwhelmed at some of our colleagues and just how good we have it the way we talk and way we try and help each other out so i at that place in my career where i only have to deal with people that are like so. This is great. When i when i look at this event and ceo brought to you by field work and qualify take. What three super glad rebutted. Thank you for sure. Well you need to check out the product at all sites dot com and that's.

jared card ceelo susan susan newhall hall basham archie tober gordon williams vegas fassino berlin chicago europe rico
"quant" Discussed on Ponderings from the Perch

Ponderings from the Perch

07:59 min | 8 months ago

"quant" Discussed on Ponderings from the Perch

"Product. You know very shortly here. That's all around embracing that blend of blurring in between the quantum quarters. You ought to as you said be doing. Both you know traditionally you have. Those in quanta is fast. It's easier it's more scalable and than clawless by last quant lacks depth and context versus call. You get the depth and context but the new high speed in jewelry and scalable. And so what we're doing is truly brewing. Those lines because they no longer do we ought to have a or am. I doing quant or call project. Agree needs to be both blending. Those two in forever project is where we see. The future is going to be and what we're doing is we've both essentially scalable project templates around us because we do this from project to project anyway we you know encouraging clients to even quant question call or vice versa. Now because we've become experts at this we've actually built scalable templates around different kinds of themes whether that be shopping or usage or other types of areas where we've built these templates that people can kind of just us go they can either use our existing templates and can go all they can actually build their own because they may have methodologies that they'd like to kind of stick within their organization and then build normative data and things around and so I think it's a really exciting future because know we ought to kind of blend those much better than the launching a new product a line extension and maybe just always wondered exactly what your target consumer thinks. They shop your website through their cutting edge and patented technology. Kuala sites gives you unparalleled access to your consumers lives and thought processes as you experience. The world from their perspective quote sites is an immersive insights platform that empowers brands consulting firms and agencies to reveal life's meaningful moments and generate authentic insights from consumers on their terms anywhere in the world. Quote sites is the first and only truly integrated solution that seamlessly supports multiple research methodologies blending the death and authenticity of qualitative research with the speed and agility of quantitative research in addition to offering a variety of options to capture data quote sites expedites analysis by providing powerful suite of ai. Tools that make it easy to find and present the insights matter if you're looking for a way to capture deep authentic consumer insights with sites the company that inc magazine just named number one fastest growing market research company in the us so with this new product. That will really lur these lines. I think what's interesting about. It is that you came from outside of the insights industry. You started by saying that. And i do think that kind of cross pollination of ideas relate this openness to could it be different has probably been the seed to you being able to imagine things differently within the insects community right one hundred percent. One hundred percents You know. I i consider that advantage sometimes because i know i don't think the traditional way a researcher would that has kind of been brought up in this industry and that import a guy by nature you know and so that allows me to come in and kind of look at this completely fresh without any bias without knowing what's not possible and then sometimes being able to kind of make things possible that otherwise we're seem- seemingly not possible and so of course technology you know where i'm always giving up. The team is keeping up to date with all the latest greatest technologies. And you know ten years ago Without a all you couldn't have the other half of the equation and you couldn't make announce as much faster but now with the identity are with the bullied you all these new methodologies and new capabilities with smartphones and things like that it's kind of really a combination of the ability ability to think outside the box as well as the way technologies the evolution of technology over the last several years. Both coming together has been What's kind of been story and you know it's interesting. You say that reno your heart. Your product guy and i find that product guys product gals are very focused on the use case. How is this way to practically be used. Who's gonna use it and what. What practical problem is really solving. I think that's really interesting in light of a bigger thing. We're seeing happening in insights community in. I'd love your take on it. But what i've seen from the outside. Is that the skills that are needed on. Certain research teams is changing right and yes you know in clients have their way. So it's nice that you can say. Hey if you want to set your own templates income at your at your different projects that come at it with the same way. You don't have to recreate the wheel over and over again. That's great on the other hand. You talked about a pretty deep tech stack. So you've got a i you're using asynchronous focus groups you're doing combining different methodologies. So what is your perspective about the changing a mix of skills the skill sets that are on in. it's like on client. Research teams absolutely. I mean this is. This is something we deal with on a daily basis in fact is the reason that we've let me think about offering a standard offering. Is this flexible. Insects platform that somebody can use build their own kind of essentially methodology for that project or combination around the methodologies for that project right and that's when they want to go deeply fully customizable really again. It's still very easy. But it has that ability to really customize it the way they want on the flip side that's useful for companies as mention that are ahead of the game when it comes to their skills at inclines that actually have people that are hands on that are used to doing things themselves or at least a building that capability more and more so they are the ones who love that sort of capability. Then you've got him. The other end of the spectrum clients who've been veve ended bennett right on a variety of kinds of vendors. Those are the ones that find it harder. They want to. Everyone wants to kind of make that jump to at least for certain but it may not be every project right but for certain projects being. You're looking to be more self sufficient and when making the jump. That is way they find it hard. Sometimes if you just say okay. Here's a toolbox and you can do what you want with it. And it's for those clients. These templates give them easy and fast starting point so it's catering now it doesn't mean that you know someone who's sophisticated stemp either. They can use them they can tweak them and they can standardize them for their company but it does offer a easier starting point to those clients and clients that are starting to build. That's can associate of taking things. At least partially in house and being more self sufficient in that they can have a much easier a platform he start and then tweak and then go from there and so the skill sets in general like across the board in a way saying again no longer is the need for even as their training the employees. They don't need to worry about all the things that they know. Now i can handle. They can focus on the most digit things but start to kind of build muscle around being able to at least for certain projects where they have the ghibli your bandwith because they are the experts at the end of the day no matter what external partner is out there. They know their products best. And so wouldn't it be nice if they could then do take some of that knowledge that they have more than anybody else in the outside and put that work with the help of some technology to help them get at least for certain projects the insights that they will nowadays a super complex crazy detail project that they need external help for absolutely but i see that shift in happening in happening rapidly. Wow i love that. One of the things that you and i have in common is that we're both ceo in founders. And so. i believe that we are very in tune with what i refer to as the stunning discomfort of entrepreneurship. It can be. I'm just going to say. I'm gonna you know we've known each other for.

quanta Kuala veve inc reno us bennett
"quant" Discussed on Ponderings from the Perch

Ponderings from the Perch

07:58 min | 8 months ago

"quant" Discussed on Ponderings from the Perch

"With me today is nicole and fani now are going to give a full disclosure or any hall and i have been longtime online friends in conference studies. We're going to have a good time. And i think that really what the big takeaway from andrea the purchase. That you really need to hang out with me at conferences because i know cool people knee hall welcomes the show. It's taken a little while to get you on my show. But i have finally done it thanks. Priscilla leadbeater yeah I hope you don't mind me super annoying because every time you do a like a demo or any kind of keynote at the conferences there. I am in the chat. Say this and that asking questions online. I asked him three more questions we love. Thank you always like how great. Yeah well there's one thing about paul sites. I think that i love the most as you're the ceo and founder. I'd like to hear kind of the inception story of of qualified. Because what makes it so interesting that really you know. Deep deep kwol but at Speed so i guess. That's the really the sum up about paul site. So tell me about how you dreamt that up and and how did they get started as the exemptions gone crazy. It's a funny story. We started several years ago. Nothing to do with inside who travel company called jarama actually doing something completely different. We're doing basically virtual travel helping people visit places. Virtually the big couldn't go to physically doing that. Through live robust live video technology before this even thing be one of the early start as of this and we we used in education in tourism invite variety of industries and We once Started do a couple of things and insights and we were trying to be. The jack rotates initially oxley And we realized that we needed to focus on one thing and that's why we can win through a whole process that we check you know five to seven different industries as to where technology would be most viable married really see You know the most value And solve the biggest pain point. And that's how it kind of turned. It turned into insights insights to find that we would be insights company. Ironically actually makes needs so happy because as you know. I cried marketing to the insights community. And every time i say oh well where's your sick survey are where your focus groups whereas your waller quiet and they're like we don't do those things i love. I love i love to hear. The qualifies actually has insights about their own company. Thank you that made us going to pivot and go all into insights into thousand eighteen and when we came in we will actually this live tech company. That allowed you to basically do remote ethnography. That was the first thing we didn't have been bought. The technology from the foreign kind of repurpose set in in this area but what we realized soon enough was inquisitive in generally hit to these big players in quantum some great stuff going on there with quality is kind of an open field where there was no clear leader where there was a lot of companies doing one little thing and that's what we realized there was much more even what we were doing initially was that one little thing of live dogfight realized have so much more opportunity out there. Because going back to your question on deep quo deep call is meant to be something where you can really truly mix and match bears methodologies to get those nuance insights and nobody was kind of offering a broad platform yet. Deep that from to do that. And that's why we expanded offering kind of horizontally and vertically to offer this full stack offer qualitative Technology tool that rent beyond if you think of agile quality world throws that solon all the time last couple years right but with agile quo. Most times onto tend to you. Tend to see is a one or two minute video right. And therefore you don't get the depth of course on the flipside he'd put your focus groups and interviews that give you the depth of the not the speed and so what we've done is combined the best of both by giving the body to do ason squall so with the mobile former mobile. I is about from consumers can download our app and bar space and projects that have a variety of different toxin questions involved in various activities those could be ranging from you no longer long form videos in ten twenty minute videos of entire processes for example shopping in a store using productive home any kind of behavioral stuff to mixing and matching those with in a diary study. So it doesn't have to be just a mission type project could be entire dairy studied could be study. That combines mental algae's like a diary study with an interview l. for example thirty consumers on a diary and then taking ten of those and doing an interview all within the same platform because he built a really flexible tech stack that allows our clients to mix and match those technologies seamlessly whether they live like interviews focus groups or eysenck mess and all being done virtual on this is of course precourt and you're in covert of course can even more important and then that's just one side of the equation right if you think of capturing that helps you capture all of this data in vibrator grazyna flexible in deep way but then to analyze data. Especially it's call. It's unstructured data. That's where suite of tools. Come in we really have a very strong tech stack around to truly make it faster for somebody to get to get to those final insights and now we're not saying. Does the work wet. It's a does the grunt work and behaves like an assistant. so you still need the human. You need human nuance to understand nuance like other day. You can tell us that high level human for high level worse. That's the whole point. You'll get to use the human. For the strategic woken up the grunt works the takes away all of the grunt work and gives the human the villages to the work that they love and not the word that they don't enjoy the work that is cumbersome and time consuming process is all about recruiting consumers capturing data analyzing data and presenting the all. Right right. now you you said a couple of things. I want unpack a little bit. I all you talked about you through that word out there full stack and i've got to say i wouldn't use that whiteley because you and i both know that out there in the market. What you alluded to is there are a lot of players tweets little visas as everything but bringing together really becomes the end clients problem so then they have to be like well. Great this person this. This companies created this. This company's created this. The i need all of these mixed methodologies. I need a little bit of everything as dossier so within a project where they've got a project within each mix match couple things within that broader definitely of course across projects as well. That's where then they tend to have to work with multiple vendors and do all the stuff data is not nestle transferable. And you start to get to this. Really hodgepodge of tools put together nance where we realized a big gap. And that's why we built this from the ground up to build mix and match these various methodologies. Yeah i i could ask this. Is it in those gaps when people are going between vendors where some of that nuance some of that juicy. -ness of the insights that they thought are lost or just not. You know they're they're. They're captured in one place but maybe not brought over to the next methodology is. That's what happening for people that happens. That definitely happens at times within. Also things happen so for example. Everybody realizes that they and wants desires to do kwan. Clo- faster and cheaper and better bread and so then. They hear about agile quality doing traditional type wall. Whether it's in person stuff which of course right now in the last couple of years. That's not happening much but In general you know the focus group type of recall based methodologies but then they've heard of agile call and they wanna do that and then they go and they start to do these quick videos they see somebody from that but then they miss the depths and then that is where we fill that gap. Where of course we can do the quick video of too but really when you want to get in deeper quoted project being able to do that still fast using those various smart behavioral capture methods paired with that. Ai stack allows them to really get the.

fani Priscilla leadbeater jarama paul andrea nicole solon whiteley nance nestle kwan
"quant" Discussed on What Bitcoin Did

What Bitcoin Did

05:03 min | 10 months ago

"quant" Discussed on What Bitcoin Did

"The market obviously viewed as bad And like whether or not. They actually were like again. I'm not really the guy to tell you. I can tell you what people think but not really like it's much about the fundamentals Being the market dipped to twenty nine pay off the back of this Another exacerbating thing was the realization effect again Like on the way down there were a lot of levered. Logs getting liquidated And on march twelfth. We saw the dip below four k. Revert quite fast. Because like i said no one wants to sell below four k. The second four forte and people were able to start buying They were really excited to And i sorta figured something similar was going to happen with twenty nine pit because it's much less extreme like There were organic salaries because of the news. Maybe down to thirty three or thirty four k. But there were a lot of nations. The drove down twenty nine and yeah it just sort of seemed like so much of the net outflows. Were either inorganic liquidations Or right like ready to revert because they were because of news that i've seen river million times before And yes seeing quite likely train was too low and it was going to revert. I did not think he was going to happen. Within ten minutes. I was thinking more six hours a day or something But yeah no complaints i. It's funny smart quite the cool. I've got a couple of questions on news sentiment as well because it feels to me. Somebody following the price that sentiment or news Seems to seem to track to momentum so during the kind of different twenty nine sixty four to twenty nine. We had the news of el salvador coming out which was quite bullish news of a country except in big when legal tender tender. And there's very little movement in the price whereas i think this has come out. Maybe sixty two. We might have seen another leg up so it seems to me like it's like this Correlation between news momentum. And another thing. I did notice is back to what you were saying. I remember when You know musk announced. The tests will be accepting. Bitcoin is a payment and the the the is showed up like three or four k. And like within two hours. It came back down. It was a real kind of bart simpson pattern. So i guess as a trader this would be useful for short-term trades but really p people should not overreact too much to news. yeah. I mean. I think in general yet. It's like looking into what sort of the impacts of news in the past has been Not the immediate impact. It's really important to look at like What the like the net impact over the next day was From these sort of big news items that you'll sometimes the And like yeah like for the for the initial couple. Elon musk tweets. It was kind of hard because we haven't seen anything like that before But yeah like this sort of like a sanity check did like yeah should be moved up four k. Off of this one piece of info from you on moscow. That like yes. It wasn't update but like wasn't he was big enough date. Like a like i think the applying of sanity check Is generally a good idea. i mean for what it's worth On some level it's still doesn't exactly matter Really really short term So one of one charge alameda now. Using is We alert early. We have bought. that's always looking for lawns tweets And if we believe that we've caught something within like five.

el salvador Bitcoin bart simpson musk Elon musk moscow alameda
"quant" Discussed on What Bitcoin Did

What Bitcoin Did

03:48 min | 10 months ago

"quant" Discussed on What Bitcoin Did

"Congratulations well what you've been doing. Hey how are you. I'm good good night's a busy again. Trading spin take up a lot of my time again. But that's always fun. I is happened. So i don't mind. Well my one of my producers. Dan is a huge fan of yours. Usually pick all the guests but he's been acting for wall street. Get someone you need someone. So we gotta think danny for this whilst. Yeah thank you. Danny all right. Listen i've got a lot. I want to ask you about. I'm not a trader just for context. Because i'm shifted our will buy spot and i do hold and like maybe three or four times during this bull market. I've gone out and bought. Because i felt like it's been a good time but i'm not a traitor. I have plenty traitors. listen to the show Both successful and terrible traders because they email me so a lot of questions to work through with you but just as a starting point is always good to intro new guests who have been on the show before. Do you want to just tell people a little bit about yourself and what it is you do now. Yeah so growing up. I was always one of those math kids who did like math competitions and stuff and yes. I do not like high school and then went to college for math. Computer science I read the founder of vita annex. And i went to the same math camp during high school and then we also went to mit. At the same time. I know him And then after graduating a do crypto but after graduating i went I was training internship during college. at like quad trading firm called test mehanna In the and went back after graduating i was doing quad trading there in more traditional at the body arbitrage big things like that and i was also working on their sports desk like sports betting And about like a few years in. I started realizing these things about the crypto market That were quick. Look kind of insane from the perspective of someone come. Quant trading background Like this is like two thousand seventeen or so and you would see things like like. Bitcoin trading like a percent or two art on like the two biggest spot exchanges in the us and it turns out. It's not just data error you you could actually like by the cheap one incentives the sort of lock that in For like real size it was kind of like short shocking to me And so i left worked on the sort of stuff might not my personal trading while Eventually and i moved to san francisco just that. I wanted to wear Stand back was working on alameda at the time. talk to him at some point The joints Ann's yet have been at alameda ever since we Elliot's at this point. Basically the biggest trading firm space Where trading every liquid market on Every real exchange. I guess And twenty four seven operation like market making on most of the exchanges as well for various projects for various reasons Oliver tradings like basically a hundred percent automated Like touched exchange websites. That were on these. Api in our in our Internal tool My personal focus Recently became the co-ceo I think a lot on risk management and stuff and sort of broader strategy development But won't trainings quite busy..

danny Danny Dan alameda Elliot san francisco Ann us Oliver
"quant" Discussed on What Goes Up

What Goes Up

06:01 min | 10 months ago

"quant" Discussed on What Goes Up

"Any literally. The regulator says the firm. You're buying we are going to make them into nonprofits. Meaning they're not gonna pay a dividend and they're not allowed to mega-profit but somehow you still want to become a shareholder that's good. That's a good. Oh and that's a crazy one. I'll give you guys mine. Listeners know i like the alternative assets and the alternative the asset class the better. So i bring to an auction. That's going to happen next month. In great britain there are auctioning off one slice of wedding cake from the wedding of prince charles and princess diana forty years ago. Someone that's still available. Yes so one saved one piece of wedding cake. I'll just and i hate to say to you guys. Play prices right with me now here. I'm gonna ask you each what you think the expected bidders for this piece of wedding cake put those quotes skills to work. Jason and it's ice ice came from there. Actually twenty three as far as supply goes there were twenty. Three official wedding cakes for that wedding. Pretty amazing happened almost forty years ago. Exactly july nineteen eighty-one fishers marzipan base and a sugar on lake coat of arms colored in gold red blue and silver on top It was given to of the household servants of the green mother and she kept this thing all these years so it has auction yet. So who knows what the actual price will be. But what do you guys think to two part question again. Start with you yee what you think that the expected bidders for this in british pounds and second part is would you take a taste of this wedding cake. I was trying to say ten bitcoin since we are talking about alternative assets we can't do the conversion to the british pounds. No and no. I won't take a bite on the by the cake. Smart bitcoins that puts it up. Close to forty thousand dollars to thirty thousand british pounds jason. How about you you over under that. Oh i think he said ten bitcoin that three hundred three hundred thousand towns. You know being from boston. Or i tracking tom brady's progressive. He's gone to a different city. Now i know his His rookie his rookie card. The fed something like one point three million class got auction. It's it's not the only league car left in the world. Unlike this piece of wedding cake rise. I gotta i gotta say the wedding cake scott if something that just say one point five million pounds. How's that what is that expensive. I'm not going to take a bite. I i will say it's dominic winter auctioneers. Imagine they would like both of you to to be bidding in this auction because this is the surprising. Low value offer only five hundred pounds. I think to go. We're gonna. We're gonna have to check back on this in august when it actually goes is. I think it's going to go for a lot more than five hundred pounds. I might buy this thing myself. I think they're way off in their expected. Bid on that. Maybe that's a way to drum up interest and get bidding on it but a similar piece of cake sold in nineteen nineteen ninety eight. I think right. After princess. Diana died for one hundred fifty thousand pal so a depreciating asset wedding wedding differentiating. The only question i have is how do they. I'll send take the cake. How do you vary from the wedding. While they have. It's come through some kind of documentation. I'd have to look up the story but there is the servant who collected it was given to her. I think has just leftovers icaria. You want some cake. And she knew that this might be worth a few bucks away. And she wrote on top of it wedding cake from princess diana. So there's some kind of these auction houses are good at authenticating this stuff. I'm not. I'm not sure how it'd be a pretty good scam to have a forty year old piece of wedding cake. Not actually they somehow turned into an nf t it might be worth even more right right and nfc. Is someone actually eating thing and then you saw that for. You might get you for that. But we'll see i'm gonna check back because i think you guys were in the right direction. I think it's going to go a lot more than what they expected. Right because people pay crazy money for crazy things is. that's that's the lesson of this segment. I i really enjoyed this conversation. Jason sue thank you both for your time jason. I know it's early where you are. So thank you for getting up early for us and Absolutely.

princess diana prince charles dominic winter britain Jason tom brady jason fed boston scott Diana nfc Jason sue
"quant" Discussed on What Goes Up

What Goes Up

07:52 min | 10 months ago

"quant" Discussed on What Goes Up

"Adjust i i want to let you talk to your book a little bit here and talk to me about the quanta mental chinese. Etf rakusa ticker right and tell me racy race rac- racy okay good. That was a test. I'm just making sure you got your tickers right. There so say say. I'm a guy in the elevator there on the starship enterprise with you and and he got two minutes to tell me. Tell me on this. Etf it's an active etf. So what what's the selling point for it. As far as your methodology and how you can struck the portfolio compared to say the effects. I you know the index tracking passive. Etf that's us. Investors are pretty familiar with. What's what's your sales. Pitch you on axis china. You wanna access china actively and that's because a cap way too passive index doesn't make sense for a very inefficient market. Where in the short run. Lots of great companies are on the prize and lots of back companies are overpriced. And where you know giving you doing some research is going to give you an edge in terms of knowing what the inform institutions for buying crap knowing what the informed and then we'll plug didn't people who understand policy ships are buying in doing so the active approach is certainly going to help you. Additionally by the low price good cloudy firms that will grow and avoid. I think a lot of the hype lot of stories. A lot of firms do eventually become regulatory risk either because of poor governance or because of just general compliance with With the regulatory environment. So you gotta go active in the market. That's an eighty five ninety percent retail trade. Jason what are they rationales. I heard for the crackdown on the cram. Schools was is china's three child policy. You know they want to encourage families to have three children and obviously if you have to pay for three sets of cram schools that's gonna get going to get get pretty expensive. But i wonder if that's a fascinating concept to me because here in the. Us we have a hard time getting people to wear a mask. You know to to stop a virus or get a free vaccination. You know we have a hard time in the government getting people to do anything but in in china you know i wonder. Is it harder to get couples dot three kids than the say. The one child policy. And how important is that of a policies. I the economy. And how you're thinking about investments. Does it play into it at all. This potential for for a sort of a baby boom relative to what china's seen in recent generations. First of all. You're absolutely right. I think it is probably far more difficult today to ask chinese couples to have kids than to not have kids and then again. And that's more of an asian phenomenon today. Right if you look at i wanna look at south korea like the birth rate per couple is is less than one dry. So that's that's obviously very bad for demographics. That's very bad for looking at consumption growth. Ten twenty years down the road when when you have such rapidly dropping population gets very expensive as as a father of three kids. I will tell you you met your quota in china. He's done well. Kids are very expensive from both a financial resources perspective but also for young couples in china. Today right where there's a lot more. I think opportunities to make more money changer. Quality of life. So you start to think about. Hey you know. I've opportunity costs. I'm raising kids. I may not out there making money or spending money given that. I'm able to make a lot more money now. So i think what we're seeing is really a issue. We see in developed. Markets as economy evolves developed people's willingness or. The need to have more. Children simply have have declined. So that's just something. I don't think you couldn't mandate easily and change now. Of course you know. The governor's sort of gone now and tried to research. What's stopping young couples from having to you having kids or wanting to have kids and you know the the responses unsurprisingly have been so expensive raise. Kids are part is cram. School part of it is A real strike is if you want to be in areas are safer nicer. Better school That narrow stays expensive. The government also been talking about added had to change or you know influence real estate prices so that that is not so expensive or for people to have access to good school districts and so forth but. I don't think that'll solve everything right. These are on the margin issues. But they're not all the totality of the issues. So i think The regulators and the policy makers in china are going to find a frustrating. That they're they're they're trying to do so much but the the output the outcomes may not may not actually be as meaningful say. They're hoping to achieve play some romantic music over loudspeakers or something. I don't know yeah. We'll see what stan clear of the craziest things. We saw in markets this week. That said guys. I can't let you go without partaking in our tradition and jason. I hope they weren't about this. But we have attrition here. We we end each show with the craziest things. We saw in markets during the week filling you got something crazy for. I want to start with you. Yes it's actually relate to three child policies so pungent wassily which is a city of one point. Two million people in southwest china tries province is giving each cupo each baby actually Essentially one hundred which is eighty dollars a month for families that have second child or third child. And your the baby's ten three so. This is the first time. I china city offer cash for people to have more babies as probably pretty standard in the western countries onto have charles subsidies but not long ago china one point china policy and into sound so eighteen. You tend to into china pause. We have three tired of policy and people offering cash to poets who have more babies. I think that's pretty crazy. That's that'll work better than my romantic music idea. I think that's how you do it off a cash. how about you. Jason seen crazy in the markets. This week well. I think the craziest thing. I i saw was the massive rebound in the educational sector. Where essentially if you read the policy announcement these firms should be worth pretty darn close to zero right but somehow there are still people who are willing to jump in and catch a falling knife hoping there is a rebound and so i found that pretty crazy. People are not doing their homework. That is pretty good. Yeah i i wonder for how long it's gonna take to sort of remove the profitability from these companies. I it's that is crazy though that. Yeah you're right why would they. Why would anyone pay anything for them at this point of.

china Jason south korea china city stan jason charles
"quant" Discussed on What Goes Up

What Goes Up

07:24 min | 10 months ago

"quant" Discussed on What Goes Up

"So there's a sort of a perception from the investors especially after the recent events is there. Looks like the chinese has become anti capito now. They are moving backwards elysees this perception there. I guess that's why goldman feeder so many caused that clients where the chinese Invest football looks like there should be a china discount because people don't understand the law anymore. People don't understand the boundaries anymore. On and i saw article from stephen roach his longtime china. He's he said he's been optimistic. Optimistic about china for the last twenty five years. Now he started dow. Whether this is this is momentous should have a second soft. So do you sing. The china is doing the right thing. I think you know execution can always be better. I think in a lot more pre communication being a lot more clear about the regulators a want to accomplish being much more I would say transparent. With regard to the sort of ese agenda especially i would say carbon neutrality good audio china's been signaling this signaling its path or green and i think that's helped out the mafia line understanding where to direct capital. What to expect it if china sort of That same kind of transparency with regard to perhaps more of the negative. Es she issues that would help the market. Al a. bit as well. And certainly i think the investors to do the half right because actually it's been in a number of policy speeches given by presence. She going all the way back to late. Twenty eighteen with regard to his concern about the inequity in the educational feel. The pain created by cram schools on on the children's parents. So i think investors also have to you know. Listen a bit more tentatively to to sort of these policy pre signaling. But i would say yes. In terms of execution it can always be better understanding how markets can lose confidence from from even the slightest i think surprises coming from regulators especially when it comes to china and especially in this current environment. So yes much can be improved upon. But i would say The war goes on both sides both the regulators in china but also investors looking to invest in china. We recognize it is a more foreign market. Our access to information is a little bit more challenge versus or access to information when dealing with say. Us the nicey so investors are really do have to work harder as well right. It's not a responsible approach for for managers and investors to simply blame. Chinese policymakers in this case either jason you have such a strong background in sort of the the academic quantitative approach to investing at research affiliates. Presumably now at this firm and at risk of repeating a joke. I think i've already made on a previous episode of the podcast but to me. It's like being a quant in the market is taking the you know being in the college classroom approach to markets where the retail traders taken over. And it's it's now more like a market. That's a fraternity party rather than a classroom setting you know. I know in china. It has that reputation for being such a retail driven market. I've seen stats Something like eighty ninety percent. Correct me if i'm wrong. Something like eighty ninety percent of volume is china is is retail driven. And and very much. A sort of a gambler's ethos rather than a you know a buy and hold investors approach to the market. When ask you to part question about that and feel lucky. Sometimes i ask questions so two parts let you off easy. But so how does a quant approach china given that type of of dominance in the market among the retail set. And secondly you know. Are there lessons to be learned from analyzing that cohort of chinese market for what we're now seeing in the us where this growing dominance of retail investors and kind of their unpredictability. And they're sort of you know investing on whims and message boards. Now i'm guessing. Momentum probably is a factor that that translates regardless. But i'm just curious how quant how do you. How do you approach a retail driven market like china and are there lessons to apply to the us market as the retail traders. Sorta takes over absolutely so first of all you absolutely right. That china is a retail downing market. And because of that there is a very much casino. Feel to it. Rather than a long-term investment retirement investment as d- feel to that market the result of which is in a short run. A prices canfield random. Right prices don't seem to rationally respond to either news or sort of changes and developments in the fundamentals of companies. Now that's of course. Not a china specific issue any market. That's heavily retail exactly a. Us has gone from three percents retail to now closer to thirty percent retail with the robin hood free trading and and neil wall street bet dot com type type activities and and in china just three times the magnitude at because they dared. They're closer to eighty five ninety percent instead of thirty So i think as an investor in the short run What will help you be. Successful is actually focusing more on what drives sentiment rise so be the new cycle. Ib what is capturing the attention of media of major influencers on blogs and podcasts. Probably likely to give you more of an edge trading in that market so in some ways thank short term signals betting on short-term momentum short-term mean reversion looking at almost technical pattern type analyses are going to give you an edge more so than looking at long-term fundamentals understanding industries and firms. And in fact you know the most successful investors in china today are not the stock pickers who understand cash the discounting not the clones who understand these long term factors. I predict earnings growth but really People who employ technical analysis on on a daily basis You know the. I would say more of the high frequency market maker type of investors and then strategies and yeah so in that type of market. You're simply have to bring into play a lot. More of the non fundamental more of these sentiment based analysis to To really have short term success. But i think in the long run markets always converging comeback the fundamental in china's no difference. It.

china capito stephen roach goldman football canfield random Al jason Us
"quant" Discussed on What Goes Up

What Goes Up

11:34 min | 10 months ago

"quant" Discussed on What Goes Up

"Playing it but i won the champion in. The city was in middle school. But i stopped playing in high school. Because i'm so busy with the study so static about the crackdown of the cram schools. I'm sure we are talked about on the show. That's a that's a good segue our guest here in what's going on in china that cram schools And let's bring in our guest. He's really had a quite a resume. In the financial industry and then investing industry one of the co founders of research affiliates and or recently is the founder and chief investment officer of ralian global advisors. His name is jason sue jason. Welcome to the show. Glad to be here at jason. I wanted to get into that idea about the for profit. Education industry in china. Now luckily a little bit about this. I edit ye everyday. So i may able to read his insights on china so a little bit but i think for a lot of americans. This seems like a strange thing for market selloff a crackdown on the education industry. But walk us through basically. What problem is china trying to solve here with this. Crackdown on for profit education. And and why. Such a dramatic impact on the market in china. Absolutely so this is a little difficult for. I think westerners understand because cram school the for profit educational sector is something very foreign to westerners. But it's a of the asian culture. Not just chinese but really i think it is just a part of the korean japanese chinese culture essentially cram schools offer you additional after school tutoring ended often occurs in a form of sort of regurgitation Memorization of a vast testing of questions are likely to be on the next national entrance exam in asia gain gaining emissions into the top high schools and eventually from the top universities requires one scoring at the top of the list a national entrance exam so most students spend balder days essentially preparing for the exam and the easiest way to get a high score is not by doing well in school not by just by by understanding the actual knowledge The easiest way to gain emissions is the practice exams over and over and over and over again. And if you pay to go to one of the more premium Tutoring programs have access to the latest test banks. You have access to experts who may have greater ability to predict what's going to be on the exams and thereby gaining enormous advantage and so in asia. It's a very expensive exercise to to go to these cram schools there too costly. They're expensive but in terms of the hours. Children commit to additional memorization and studying. I think this has become such a social problem. If you cite the number one reason for for teens committing suicide. It's because of the variable hours that they have to commit to this and also for a lot of parents. It's it's it's very expensive. And it feels very unfair because the premium programs that give you the highest chance of scoring high on. The national exams are quite expensive. So it's it's broadly understood viewed as a social problem. Taiwan has tried to fix that. Japan has tried to fix that again. As i mentioned the high suicide rates really a problem. And i guess china's come down with zone way to fix the problem by essentially making these cram schools profit and hopefully taking them out of the equation and never a pretty big chunk of equity involved in this. I guess now. These companies have grown so large. Because of all this well absolutely. I mean the for profit cram schools incredibly profitable. They're massive. I mean there was a point in time. In china that poke for profit educational sector is viewed as the most important consumption demand. Right like people are would stop paying. Rents they'll stop eating just so they could keep paying for cram schools for their kids And so you know. It was viewed by investors. As one of the you know probably safest industry invest in the job gain. Chinese people. Ask him why. Crackdown education companies are all the cram. Schools will bring down the whole market and the joke was Think about this way if there's tempers intrigue you shoot down one. How many birds are left on the tree. So i thought this is a good analogy to explain. The fear. people are worried bow. Who's the next target from a as you mentioned the jason four foreign observers or investors. Are they don't quite understand china's policies. It seems quite random ad hoc in in terms of policy regulation changes. If we think about it started was an group in november when china put down their listing at the last minute then we started have come into targeting alibaba tencent ause. He's big internet company for the knowledged behavior. Then we have the on. The government banned their app. Soon after the ipo in the us now always now. We have the education companies is any coherent. The logic of government actions is ending ultimate goal. China is tried to achieve. Absolutely i think the best analogy i and hopefully one. I think the the west will be more sympathetic. To is the chinese regulators. They see themselves as part of the global. Ese trent part is saying that. Look the free market. Doesn't solve all problems so you can't just leave problems especially social ones. The free market very much in line with the g I think philosophy which is you need regulators. You need socially minded individuals investors to come and undo some of the excesses you know some of the negative externalities of free market competition. And so i think the chinese regulators very much have been looking at neil. What are the problems that perhaps we know. Profit maximization has created that they think need fixing that that need us. Society can't tolerate anymore if you take the the educational sector i think As i mentioned the that's that's been a social problem. That a lot of asian regulators. A lot asian economies have been trying to fix. But if you even look back voter right in in the recent months yes you mentioned What are it is Sort of Cracking down on some of the big consumer tech where the monopoly has made a war conditions burberry bad for laborers and also made it uncompetitive for smaller businesses. Get in for example. You know may toll on share. Prices took a beating when on the regulator nails that it is not acceptable for them to treat all day employees as contractors and not pays sensory social security for them. So that's very much something that that's been talked about in the us with uber with lift where essentially regular says the businesses are being unfair not paying their fair share for what other for profit businesses have always pay. It would just pay into social security for for employees and so treating them as contractors. So if you look at these issues and understand them and clearly. They're going to be idiosyncratic. Each economy markets. You'll start to be able to predict at least the chinese regulators behaviors when it comes to. What are they important. Yes g. issues that they're grappling with and they're likely to act on jason. It's one of those times. I wished this podcast was on video. Just wanted to set the scene for listeners. Here jason is appearing to us From what looks. Like the starship. Enterprise from star trek absolutely my favorite zoom background. I've seen in a lot of these. I keep expecting you to get up. Call from scotty saying we. We ain't got no power captain but jason wins the soon background of in what goes up. History i'm going to say. Say it here. But jason night at in detroit. I mentioned that note from goldman. That was out this week. Saying you know their clients her calling them up saying china on investable right now and. I know you're managing a active. Etf with stocks. I'm assuming you're answering. So i hope not at least but but but given the sort of you know regulatory risk that we're talking about how do you. How would you answer that question. You know you sort of hinted at the idea of trying to put your head in the mind of chinese regulators and get ahead of what might come next but what is sort of a good industry. That in china is beneficial to society that you don't have to worry about the government sort of turning off overnight like we saw in the education industry. Well i would say on. Now that the government has sat down and had a good talking to you with the big financial. I guess with the big fin tags and the consumer tanks and warn them about wielding monopoly power. I think you know firms that truly have innovated that have brought products and services that have made things better in an easier. certainly benefited. the the consumer's created large large number of jobs. I think are generally globally and then certainly in china supportive of businesses industries. Like that so i would say you bradley. It'll most of the firms that have sold off are probably good buying opportunities today. Just pay attention to dose are likely to be across here of the regulators right so forms continue to wheel monopoly powers and and don't seem to sort of get the memo with regard to the government's displeasure with with monopoly hours and anti-competitive behaviors. And certainly i would say industries that traditionally in the west. We're more concerned about you. Know the liquor the tobacco Those are all likely to be us. Industries that are big polluters. Anti-green of being given carbon-neutral is now big initiative For china so those industries. I think that that traditionally are more of the negative or low. Es g firms and industries. I think the big risks in china and Again and this is partly because chinese regulators and then chinese societies and no different to the western societies as they become.

china ralian global advisors jason sue jason jason asia alibaba Japan government burberry neil us scotty goldman detroit bradley
"quant" Discussed on What Goes Up

What Goes Up

04:06 min | 11 months ago

"quant" Discussed on What Goes Up

"These <Silence> <Speech_Male> <hes> <Speech_Female> <SpeakerChange> <Speech_Music_Male> <Advertisement> <Speech_Music_Female> <Music> just aren't <Speech_Male> sort <Speech_Male> of smashing <Speech_Male> grab guys that <Speech_Male> they <Speech_Male> basically planned <Speech_Male> this to. it's he <Speech_Male> and the <Speech_Male> journal describes it <Speech_Male> as large <Speech_Male> cre- graft <Speech_Male> raids on <Speech_Male> farms <Speech_Male> where they <Speech_Male> can basically <Speech_Male> steal <Speech_Male> about a <Speech_Male> ton of avocados <Speech_Male> in in a very <Speech_Male> short time. I think like <Speech_Male> a couple hours. <Speech_Male> And then they <Speech_Male> they take it. They launder <Speech_Male> it onto the black avocado <Speech_Male> market. And <Speech_Male> and and make a <Speech_Male> fortunate. It's so <Speech_Male> fascinating stuff. <Speech_Male> I know our colleague. Tracy <Speech_Male> alloway loves to <Speech_Male> to chart the correlation <Speech_Male> of avocado <Speech_Male> prices with bitcoin. <Speech_Male> So <hes> <Speech_Male> Another reason <Speech_Male> why this is. I think <Speech_Male> a good <Speech_Male> candidate for our crazy <Speech_Male> things will donna. <Speech_Male> If <Speech_Male> you'll if you'll allow <Silence> me this <Speech_Male> this rare <Speech_Male> commodity trade <Silence> To be a crazy <Speech_Female> thing. <SpeakerChange> <Speech_Female> I'll and <Speech_Female> i'll even allow you <Speech_Female> to name it. You can <Speech_Female> name it the guacamole <Speech_Male> cartel. <Speech_Male> let's go. <Speech_Female> i'm open. I'm <Speech_Female> up into <SpeakerChange> two. Other <Speech_Male> names with other suggestions <Speech_Male> guac cartel <Speech_Music_Male> like <Speech_Music_Male> that all right. <Silence> A <Speech_Male> <Silence> what do you. <SpeakerChange> I hold <Speech_Female> out. 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I read <Speech_Female> the story about <Speech_Female> proctor and gamble <Speech_Female> saying that. <Speech_Female> They've signed an agreement <Speech_Female> with nasa <Speech_Female> to test laundry solutions <Speech_Female> <Speech_Female> in the international <Speech_Female> space station. <Speech_Female> Which i thought <Speech_Female> was really interesting. <Speech_Female> Because <Speech_Female> there are no washing <Speech_Female> machines in space <Speech_Female> so basically what <Speech_Female> happens astronauts. <Speech_Female> Just <Speech_Female> wear the same clothes <Speech_Female> over and over <Speech_Female> until they're like <Speech_Female> totally disgusting <Speech_Female> and <Speech_Female> so this is <Speech_Female> a way <Speech_Female> for them to try to make <Speech_Female> continuous <Speech_Female> based living <Speech_Female> actually <Speech_Male> a possibility. <SpeakerChange> <Speech_Male> I suppose <Speech_Male> so. I guess <Speech_Male> they're not sure <Speech_Male> how. <Speech_Male> Proctor and gamble <Speech_Male> detergent behaves <Silence> and <SpeakerChange> in space. <Speech_Female> <Advertisement> <Speech_Female> You can't you <Speech_Female> can't have you can't wash <Speech_Female> clothes <Speech_Female> in space. <Speech_Female> And so they're trying <Speech_Female> to figure out <SpeakerChange> a way to <Speech_Male> actually make that happen. <Speech_Male> <Speech_Male> That's a good one. <Speech_Male> I'm not gonna say <Speech_Male> if they can be dry shampoo <Speech_Male> maybe <SpeakerChange> they can make dry <Speech_Male> detergent <Speech_Music_Male> <Speech_Music_Male> <Speech_Music_Male> <SpeakerChange> <Speech_Male> drycleaners. <Speech_Male> Not a lot <Speech_Male> of dirt and space. Either <Speech_Male> i imagine. Those <Speech_Male> international space <Speech_Male> station is a pretty <Speech_Male> <Advertisement> sterile environment. <SpeakerChange> So <Silence> <Advertisement> how much are <Speech_Female> <Advertisement> now. <Speech_Female> Because astronauts <Speech_Female> have to exercise <Speech_Male> two hours <Speech_Male> a day. All <Speech_Male> you got <Speech_Male> you so there can <Speech_Male> get pretty gross. So <Speech_Male> they've got <Speech_Male> pit stains on their <Speech_Male> space suits and <Speech_Male> stuff. I guess wow <Speech_Male> all right. Well that <Speech_Male> seems like i'm <Speech_Male> glad to hear that i'm <Speech_Male> this whole <Speech_Male> space. Tourism thing <Speech_Male> kicks off <Speech_Male> further. <Speech_Male> That's gonna that's gonna <Silence> come in handy. <Speech_Male> I dunno <Speech_Male> west. I don't know how do you trade that <Speech_Male> one is there. I <Speech_Male> don't know what the end <Speech_Male> market is her <Speech_Male> for <Speech_Male> detergent in space. <Speech_Male> Still <Speech_Male> wrapping my head <Silence> around the expectations <SpeakerChange> <Speech_Male> there. <Speech_Male> <Speech_Male> <Speech_Male> What the check back <Speech_Male> on that. We'll see how they did on <Speech_Male> that experiment. That's a good one <Speech_Male> build on. I <SpeakerChange> don't know if the share <Speech_Male> price moved or not <Speech_Male> but Nobody <Speech_Male> was just <SpeakerChange> a fun. <Speech_Male> Read <Speech_Male> hopefully <Speech_Male> you won't see so <Speech_Male> match not in a press <Speech_Male> conference push the <Speech_Male> tide pods <Speech_Male> away <SpeakerChange> from him <Speech_Music_Male>

"quant" Discussed on What Goes Up

What Goes Up

03:26 min | 11 months ago

"quant" Discussed on What Goes Up

"Would taylor that fixed income sleeve to whatever your needs are just glad west when he started talking about people getting further along into the workforce and closer to the retirement age that he didn't point right at me at a. I'm i'm i'm glad about that. All listeners can't see but he did actually. He did point my fair enough fair enough as he should. He should stand clear of the craziest things we saw in markets this week. Well west great conversation. I think that is our segue to the crazy things. They'll dot. I know you brought a good one for us. I'm going to save years for last but west. how about you. Have you seen anything crazy and in the last week. Yeah there was one that kind of caught my attention and it happened right when there is a press conference for the portugal soccer team during which cristiano rinaldo came up to the stage and as part of their promotional period for coca cola. There were of course to coca cola bottle sitting right next to his microphone and of course his reaction was to remove those from the table it hall of a bottle of water. I guess encouraging people to drink water. What was notable about. This was that that day. Coca-cola stock down about four billion dollars so You know whether it's causing effect whether it was just a coincidence kind of interesting because coca cola actually owns some water distribution companies. So they should be able to benefit from a widespread surge in water consumption. But that was certainly one that was notable that was. That's a great one. That's perfect crazy thing. And i you know which you would think the margins on water probably a lot higher for coke. Anyway i guess. Maybe it wasn't cassani brander or whatever coke's this but that's that's a good one that's a pretty good one. And then another guy pushed aside the heineken. I think to he didn't wanna be associated with so little little activism in the in the soccer world. And then they. I think they were all told. Stop doing this is leave the cokes sponsor. That's right i let mine is very food oriented to and and you may argue with me that this is not exactly a market story but i will push back on that because mike crazy thing is about the avocado market and to prove it's a ballad topic. There's a ticker on the bloomberg for avocado prices out of mexico. So you can. You can run a regression on it. The seasonality on it is interesting. I don't know if you want to get into the avocado trade west. I encourage you check it out but this is a really good story from the wall. Street journal One of their a heads stories on page one. And it's about the fact that avocados have gotten so pricey that there are these organized gangs going in and trying to to basically rob avocado farms and what the farmers are doing to prevent it. They talk about one farmer in south africa. He's got motion. Activated infrared cameras around the one hundred sake seventy acre farm. He's also got on standby a rapid response team. That's led by an ex military guy complete with tracker dogs and they try to. You know immediately. React to the avocado thieves as they come in my favorite things in mexico the drug cartels actually fighting over the avocado crop now because the prices presence of so far.

south africa Coca-cola cristiano rinaldo mexico last week cola taylor page one this week cokes seventy acre farm one farmer about four billion dollars One coke coca cola one hundred sake portugal soccer team mike cassani brander
"quant" Discussed on What Goes Up

What Goes Up

05:26 min | 11 months ago

"quant" Discussed on What Goes Up

"So if i have a daily process that i can the determination of cell that out of the portfolio at that time. I it's funny when you look at some of the index approaches. You can use the russell two thousand value as an example. Where as of may thirty first. You've got game stop. Amc still within the index. And at that time they were counting for about one and a half percentage points of the index. And you know you might even think of that is a almost a yao. Ming like outlay yaman visiting a kindergarten class in the size discrepancy. Kind of the picture. You would get if you think about those two companies in a small value index. But they weren't alone. In fact you head about fifteen percent of the russell two thousand and values holdings were actually in the top one thousand largest in the us which is obviously the domain of the russell one thousand indices so you know again that's kind of a function of the way that indices do the rebalancing in the case of the russell indices once per year. We believe in having a daily process we can reflect changes market prices throughout the year in rebalanced portfolios incrementally. And you need flexibility to do that yet. To fly flexibility across names through time and individual names. So you're not beholding to one individual trade and that way you can dynamically react to the way prices change to continuously sue higher expected returns and manage risk at the same time. I i got to say. I would love to see yao. Ming visit a kindergarten class. I'd i'd pay. I'd pay cover charge for that. I'm sure you would. Most of my sports jokes go over my head. All right sorry about that but to go back to what mike was saying about this year you know returns have been really great. I think we were checking the numbers just this morning. It's been the second best first half of the year about two decades or so and then at the same time you have all these naysayers warning about bubble and pockets bubbles in pockets of the market. That are sort of bubbalicious. If i can use that word but is that thanks. Is that a prevalent sense right now or is it just something that you hear all the time anyway or is there sort of a sense of paranoia. That's just a bit more prevalent just because the market's been doing so well for the last year or the danger with using the expectation or the fear of a bubble to influ interest allocation. Decisions is the possibility that you might be wrong. In the enormous opportunity costs for doing so. And again i think twenty twenty was a great example of all the case studies. You can use where if you look at the flows that were going into money market funds in q. One of twenty twenty and it was close to seven hundred billion of dollars presumably going out of equities into money market funds and then what happened subsequent to the end of q. One ear will. You had an enormous tear. We had equities globally delivering thirty. Seven percentage points worth of return over the next two quarters. So that's what's potentially on the table if you let expectations of win maybe these premiums are gonna show up in the future influence. What you're going to. We don't know when these premiums are going to show up. That's the nature of the equity premium but size value profitability the value premium again. We keep going back to this one because it's been in the news so much lately one none of twenty months in the us historically this data going back to nineteen twenty six value stocks outperform stocks by seven and a half percentage points.

thirty mike two companies twenty months second russell Seven percentage first half one thousand last year one thousand indices this morning two thousand nineteen twenty six value about fifteen percent seven and a half percentage po about one and a half percentag this year seven hundred billion of dolla twenty
"quant" Discussed on What Goes Up

What Goes Up

04:02 min | 11 months ago

"quant" Discussed on What Goes Up

"I want to ask you mike. And i were chatting about this Right before our conversation but when it comes to some of those factors is it feel like all of the good ones have already been sort of discovered in exploited repackages. You say or. Is there something else out there that you you're finding really think that certainly in challenge. Especially let's say you're a finance these days compared to one thirty years ago to find something that has already been discovered There's certainly the incentive to try and look for something that's new But i think that just because some of these core kind of asset allocation determining building blocks like sized profitability. Even if you can't add onto those necessarily puts into a strategy need to be taken into account and that's where you know. Some of the really exciting research has been done internally with our research team where we look at things like this where you find shorter. Term drivers of expected returns that are really trade-offs. The have to balance against things like size value profitability. You know if you think about a value strategy how to stocks often become value stocks. Well it's following a period of relative underperformance versus their peers. What do we know from. The phenomenon of momentum within the cross section of stocks will stocks that have had relatively poor returns in previous periods tended continue to have relatively poor returns in the short run and so additional sources of information about expected returns like that are really crucial to again even for these well established factors like sized profitability making sure that we capture our fair share of those still a very important part of implementation. I was glad you brought up cam harvey. We've had him on the show a few times. Not in a while but listeners. If you want to hear more of the thoughts cam scroll back on the on the phone. A few a year or two and we had a couple of good episodes with going back on but west. I want to talk about what. I what i mentioned at..

two mike a year one thirty years ago few
"quant" Discussed on What Goes Up

What Goes Up

04:26 min | 11 months ago

"quant" Discussed on What Goes Up

"But we also know that stock returns are volatile and these premiums can be negative for sustained periods of time but they can also show up and really large magnitudes really quickly returned difference between small value in large growth in the us. As of march thirty first over the trailing six month period was sixty two percentage points. That's one of the largest return delta's over such a short period of time ever but it's not uncommon for these premiums. Show up in a hurry and this has obvious implications for investors. It means the need to be disciplined in terms of your approach to capturing these it also means from an investment management standpoint. We need to be continuously pursuing these groups of stocks and a very accurate way so that our investors know what they can expect from our investment approach. Unless i wanna talk about that. What ville dont mentioned the conversion of your funds into et apps. i mean you're still predominantly a mutual fund manager but you began the process of converting. Some into it's me. I wonder you know in the bigger scheme of things that seems to me. Like perhaps part of the natural evolution of quant investing. You know i think back to nineteen eighty one when you were founded. I can't imagine the man hours and the labor required to do just a simple regression study. Say going back You know a few decades if it must have been you know an army of people with Visors and calculators texas instruments calculators however it was done but is that part of it just that you know the computing power and the brain power on wall. Street is kind of caught. Up with the quan sort strategies. And it's now you're able to do it a lot. Cheaper able to put it in an etf rapper and do it at a much less cost basis than than you would say years ago. I in the mutual fund space. It is does that. Sound right as part of that evolution. Etf conversion was was a very exciting thing for us because that conversion that type of event and not happened that skill before and those particular strategies that were converted or managed with an eye towards minimizing the tax impact for investors and the etf gives you another tool in the toolkit to mitigate or to increase tax efficiency of those strategies and so that was a very important thing for us. But we like to say. Were rapper agnostic. And we believe the mutual fund and etf rappers. Those type of vehicles. Do have a place depending on investors objectives. But i think one of the things. You're kind of hinting at this. What oh called the rise and systematic investing. That's something that we have noticed even going back further again to your point. You mentioned how the ability to identify factors within the investment data Is lot easier now than it used to be. You know we're used to have computers. The size of entire rooms like the one. I'm sitting in that. You need to run regressions to identify these kinds of parameters. Now it's much simpler. You can probably do on the smartphone at this point. There is actually an academic by the name of campbell harvey who keeps track of all of the factors that have been identified in the academic literature. And last time..

sixty march thirty six month campbell harvey texas one first years Visors two percentage points things nineteen eighty one
"quant" Discussed on What Goes Up

What Goes Up

05:52 min | 11 months ago

"quant" Discussed on What Goes Up

"What what goes up a weekly markets. Podcast names mike. Regan and i'm a senior editor at bloomberg at this week on the show as all this rotation made you seasick yet earlier. This year is the massive rotation out of big tech and other growth stocks and into more cyclical and value oriented stocks. But a whiff of hawkish nece from the federal reserve has caused everyone sort of jump back to the other side of the boat again and growth outperforming once again at least for now now some people are saying the market is falling for a head fake from the fed but we want to get into with the head. Strategist at a major pioneering quantitative manager but i i want to bring in our co host. Sorry tall the charlie pellett fans out there. But no charlie pellett intro this this week and that's because this co host is. There's no mystery about her. She's been on the show before and gotten a charlie pellett treatment. Her name is donna. Hi rick she's a cross asset reporter at bloomberg bill data. What do you say to yourself. I wouldn't be opposed if we had another. Charlie pellett treatment here. You're you're disappointed. Everyone loves the charlie detroit. I'm sorry i apologize. But i won't put out vildana as many of you know what i consider the chief crazy things correspondent for what goes up a many of the crazy things i've brought to the show been courtesy of. You're actually very sane and level headed for someone who is such an expert in crazy things though i gotta say it just really interesting to read and i have. What i think is a pretty good one today. Okay i got a good one so hopefully we don't have the same one that would be awkward and by all means a few see something crazy a reminder that we have a podcast hotline. That's just sitting here waiting for you to leave us a voicemail. Our old friend. Sarah promised she would call the hotline and and leave us some crazy things but alas so far. I'm like a kid on christmas. Checking the voicemail and nothing in my stocking. But i'm thinking maybe she's just forgotten the number so give the number six four six three two four three four nine so please. Don't give us a call. Leave us a voicemail. And maybe we'll play it on the show but let's get to that guest as i said he's the head of investment strategist at a big fund manager that manages about six hundred and thirty seven billion dollars in assets. His name is west krill head strategist at dimensional fund advisors west. Welcome to the show excited to be here today. Absolutely absolutely and west. I've got good news. I'm going to start off with what we call the industry a softball question for you. So so that's my gifted. But i'm just want to talk a little bit from your perspective about the approach..

Sarah Regan today charlie detroit rick christmas This year mike about six hundred and thirty s this week charlie donna six four six three two bloomberg dimensional fund advisors west charlie pellett krill nine
The Women Who Revolutionized Fashion with Petra Slinkard

Dressed: The History of Fashion

05:30 min | 1 year ago

The Women Who Revolutionized Fashion with Petra Slinkard

"Seven billion people in the world. We all have one thing in common every day. We all get dressed. Welcome to trust the history of fashion. Podcasts are we explore the who what of why we wear. We are fashion historian and your host april kellyanne and cassidy zachary will hello dressed listeners. Today we are very excited to feature an exhibition. That does something that you know. We love to do on dressed. And that is celebrating the work of bad ass ladies from their history and today. And that's right because today we are welcoming the peabody essex museum fashion and textile curator pitcher sling card to the show to discuss. The exhibition. Made it the women who've revolutionized fashion and as the museum's website says through more than one hundred works made it celebrates the stories of women who revolutionized many aspects of the fashion industry and traces how these efforts parallel history of women's global struggle for equity and opportunity exhibition is actually collaboration between pem and the kunst museum didn't hog in the netherlands and it features clothing from both of these museums collections. As well as from private and public collections and so from every designer from elizabeth keck lead to lady. Lucille gordon to madeleine to bonnie cashin and low mary. Quant and then all the way to more contemporary designers like rei kawakubo Irishman herpin gina. Kuma you do not want to miss this exhibition. It actually just opened in its on view until march twenty twenty one yes and alas we will not be able to make it to salem massachussetts in person this year especially right now so what better way to celebrate this exhibition them by being joined by his co. curator patriot. Welcome to the show. He had show welcome to dress. It's such a pleasure to have you here today thank you. I'm excited to be with you. So you are here to discuss the peabody essex. Museum latest exhibition the women who revolutionized fashion two hundred and fifty years of design as the title suggests. This is not by any means a small topic. Can you tell us about the exhibit and a little bit about the inspiration behind its creation. Sure absolutely So this exhibition actually is a partnership that we did our we're doing i should say With the consortium and then hand in the netherlands and it is an extension of a show. They put on called them. Vitol's strong women and fashion and their show then travelled to belgium and we are essentially kind of the third venue. But it's. It's an interesting collaboration because it's not an identical repaying of their show so they're installation on which was was beautiful and spanned multiple rooms in multiple galleries and our show is going to be designed a little bit differently And part of reason that we were very excited to partner with consortium is that they're so accommodating on really great partners they allowed us to borrow sixty objects from their election which was huge for us because of course the european collection Phenomenal works that represent into the big european designers for which doesn't have that much representation and but of course being in the united states. We really wanted to draw out of some additional stories that pertain to designers the twentieth century. But also american designers For whom there wasn't as much representation in their show the we've been able to augment With twenty five works from our own collection some of which are recent acquisitions and We borrowed a few pieces from the mfa in boston. We brought to pieces from the chicago history museum and then we're working with To private collectors. So there are a hundred eight mannequins in the show. It's a really big show and it does run the gamut. We say two hundred and fifty years. It's not of course the comprehensive look but it does span that timeframe and so why an exhibition dedicated to i mean. This probably goes without saying what inspired you to do. An exhibition dedicated just to women designers. Well that's a great question It actually takes me back to a time in chicago. Because i was working at the post. Your museum as the custom curators there and of course as a social history museum we were definitely thinking about a twenty twenty s. A hallmark year for the anniversary of the ratification of the nineteenth amendment. And so even then this back in two thousand seventeen By partner just kapoor. And i were already beginning to catacomb the collection and look to see what we might do in honor of women. Because of museum itself was looking to do a year of women based programming and exhibitions. My life changed. Because i. I moved tuesday when massachusetts became the vashon. Tech's curator the peabody essex museum. Is i kind of put that idea dressed. Rest until i was scrolling through instagram. One evening saw me ho. Hey who's curator at the museum post image of stack of books and i noticed all the names on the books. And they were all women designers. She said something pithy like coming soon. And you know a strong women fashion.

April Kellyanne Cassidy Zachary Essex Museum Kunst Museum Elizabeth Keck Lucille Gordon Bonnie Cashin Low Mary The Netherlands Vitol Madeleine Gina Salem Chicago History Museum Belgium MFA United States Boston Kapoor
Fashion History Now

Dressed: The History of Fashion

07:42 min | 2 years ago

Fashion History Now

"So this week April. I thought we were Kinda start talking about fashion wink. We're on the tail end of the month of quote Unquote Fashion Week. We are currently witnessing all the Paris runway shows and I thought this would actually be a great opportunity to suggest a instagram. Follow to our listeners. At Robin Given our OB. I N. G. I. V. H. A. N. She's a fashion critic for the Washington Post and pass dressed guest that absolutely. She came on the show and our very first season to talk to us about the battle over cy which happened in nineteen seventy three and it was basically like a fashion show face off between French. Katori as an American designers. Yes so that was an amazing episode but she is an incredible critic. She's very thoughtful and insightful about her coverage of fashion that I think a lot of our listeners will really appreciate for instance today. She's posting about the Balenciaga show. And she's saying that. The show is thoughtful but she says quote. Thoughtful just stressful. It's very ominous. I think it's kind of a commentary on climate change. I haven't read much else about it. But she also has been writing about kind of the feminist ideologies that Inspire Maria Grazia. Carey's creations for Dr. And how you know that. The fashions and the runway she presents don't really reflect those feminists beliefs. They still reflect this kind of feminine ideal of a woman which is a little counter intuitive or counter to feminism for all women representing all women. That's something that's I guess. Problematic throughout fashion she also has commenting about Virgil Oslo off-white collection. She just doesn't get it. I don't know if you've seen that yet. But he was sending like half Parkas and half tool dresses down the runway. Yes and not only that but one of those tool dresses was actually ripped off. I think it was from givenchy. I don't know if Jeevan she but she ought. There's definitely been comparisons to victor and Ross tool creations and kind of cut out creations. Like it's definitely something that's definitely probably been done before. But I thought the fashion writer Tony Glenville who you could also follow on instagram. How To really insightful? Commentary about some of the collections? That have hit the runway today and he wrote that it's time fashion. Stop treating US too. Don't care close. You know kind of these clothes that we can't really wear in real life. He says you know when you start thinking. The future and designing fashion aware in the real world think about fashion to keep and cherish and fashion to make women look strong and confident. It's not taking the fun out of fashion. It's actually thinking on the subject of fashion as Global Business. And he goes on. That fashion is a creative force. An employer of millions repository of tradition. And Crass let's think about how it can survive in the future and then I wanted to kind of talk to you about this April because he ends with costume belongs in museums. Fashion belongs in our lives and I was curious what your thoughts are on about that. Do you agree with him? Well I mean I think. That's some problematic terminology in terms of exactly how we as fashion historian. Use those words right because all fashion is costume but all costume isn't necessarily fashion. Does that make any sense? Yeah and I think. He's trying to distinguish between this idea of like fashion as as costume as kind of like this performance. Art as a something. That isn't really representative of what we would wear in every day and specifically he was talking about the mosquitoes down by Jeremy Scott. I'm recently which he literally had. It was very much a let them eat cake. Marie-antoinette moment with like tons of Pan Yeas and women in the you know those huge waves reflective of late eighteenth century fashion but they literally came down the runway dressed cakes and like references to eighteenth century panelled gown so a lot of people probably aren't going to wear those clothes. I guess the argument would be if we're just creating fashion for. I guess this like a federal shock value to send it down the runway. Is it still worth it? Should we be doing that or should we be more conscious of the environment and creating fashion? That isn't actually meant to be put on bodies. Well I that actually kind of leads me into the the follow that I want to talk about. Because you said WHO's GonNa wear these things? Well perhaps this next segment of the fashion buying public. Which are drag Queens? So I can definitely see some of those drag Queens on Rupaul drag race adoring that mosquito collection and I would like to recommend to. Our listeners is to follow an instagram account. Called at Drag Bombs D. R. A. G. B. O. M. B. S. and this instagram account is hysterical is actually run by the brother of a former dressed guests. Terrace ain't James. Who CAME ON SEASON? One and talk to us about the intersection in history a sustainability in the fashion industry but her brother. Jordan. He's hilarious. He is obsessed with repulsed dragway. And He's also obsessed with lush products. The cosmetics Carney and so what he does he finds pictures of drag queens and then pairs them up with the lush product that they're outfit and they are hysterical. Some of them are so dead on and so perfect. I showed it to a couple of my friends one time and I tell everybody to follow this all the time. And they're like oh no he has to be the designer of the products and the drag queens are his inspiration but no no no. No that is not the case. He's just really really good at this. So if you WANNA put a giggle in your day follow Jordan on drag vase and I promise you it's GonNa show Ganic smile at your face. I know and I just speaking of. I've never seen this account so I just went to it. And it's Jordan the Raven Claw Lachey. A master bather and he says no drag. Queens harmed in the making of this account. It is pretty incredible. How spot on a lot of these comparisons are. Wow okay well check that out dress listeners. Instagram accounts for you to follow and check out some other things for you to watch them suggestions of some films. I would like to suggest that I just watched. Actually this past week I came across. It's actually a couple years old but I had not seen it. It's a documentary called my generation. That's streaming on Amazon. Have you heard or seen of that? April I have not but you better bet I'm GONNA put it on my list now. I really really liked it Because it is almost entirely comprised of archival footage and photographs. So there's no there's no inter spicing with interviews of people in the modern day there. They just take those voices from those interviews. It's narrated by Michael Caine. It's kind of like has generation and his experience in the nineteen sixties and he interviews. People like famed photographer. David Bailey models penelope tree Mary. Quant twiggy Vidal Sassoon. People interviewed there so integral to this period. And this this documentary. That's really about in the nineteen sixties it just reveals how integral fashion was to the experience of the nineteen sixties by all these interviews. So I highly suggest checking that

Instagram Queens Jordan Paris Washington Post Robin United States Vidal Sassoon N. G. I. V. H. A. Michael Caine David Bailey Maria Grazia Virgil Oslo Givenchy Jeevan Carey Jeremy Scott Ross Global Business
Trend Forecasting - Connecting the Dots Around Us by N26 Head of Product

The Product Podcast

09:44 min | 2 years ago

Trend Forecasting - Connecting the Dots Around Us by N26 Head of Product

"So dual-track discovery and delivery. This is probably familiar to many of you. The Concept Being Donald Track. Agile the idea that we in product need to not only focus on how to prepare teams for one step ahead for what's coming next in the next sprint or the next quarter but also keep an eye on the horizon. What's further out there? That's going to affect us that we might not know how to make tangible today. And I don't know about you but I found myself more times and I would like to admit with the distribution. That looks a little bit more like that. Not only does it not feel good. It's dangerous and the reason can be exemplified with simple Eisenhower Matrix for things. That are urgent and important. It's not to get buy in from stakeholders or to convince her team. We need to work on something or for you to even figure out what has to be done. These are your incidents for what you might need a post mortem. These are your releases that are coming up and you've got to make a deadline in order to get something through your APP. Regression test not easy to get buying and pretty clear that top priority list for things. That are urgent but not important. This is where the classic product skill delegation comes in is another team equipped to do this better than us. Doesn't their service handle something like that? We try to delegate as much as we can for things that are neither important nor urgent. We tried to get rid of them all together and we might mark them in. Jura ticket as won't do and comment. Please talk to me if you have any questions but for things that are important but not urgent. We don't always take the time and carve the space to focus on them and this is bad because when we don't know what's coming on the horizon we might actually find ourselves working on things that are neither important nor urgent just because they're quick winds and they're easier to understand and to articulate to our teams and so I want to focus today on the upper right quadrant how to carve space for things. That are urgent but important. But not urgent. I believe that product managers can focus on that urgent but not no important but not urgent work by carving space and using trend forecasting tools and techniques in order to future proof their products at Lisa the Barcelona School of Design Engineering where I studied a program on research for design innovation and a cornerstone of that program is in trend forecasting and before. I started that programming. I thought that trend forecasting was basically something like this little more than reading into a crystal ball. Or maybe shaking tea leaves or coffee grounds things that you do on holiday because they're exotic but not necessarily a way to make a case for what you should build next but quieted my inner skeptic and I started to dig into the curriculum and what I found was that the reading materials and the coursework and the projects that is doing in that program or not on the Typical Products Circuit. These are not books that you find tons of medium articles that the tech community talks about all the time. These are things that are a little bit more fringe in nature. And I like to. I found because I realized that trend forecasting is inherently evidence-based with the balance of quant. And I thought that's Kinda like product. Maybe there's a common denominator here that I wasn't expecting and so before we dig into trend. Forecasting tools and techniques that product managers can use. I wanted to share with you. Three things about trends. These are the three things we should know. I don't mistake. Trend with trendy cabbage soup. Diet might be something that you find on a morning talk show but it's probably not here to stay because the next time that some other fad diet roles in this one will be old news not a trend fashion choices. That seem like a great idea in the moment but upon reflection a few years maybe months later you look back at photos like what was I thinking why did I wear that. Not a trend and toys that spike into popularity. Actually the fidget spinner debuted in the early nineties but it claim to fame was in two thousand seventeen in the middle of the year around. May and it didn't even make it through the holiday season. 'cause was old news by by Christmas. Not a trend so don't mistake trend with trendy so what is the trend? Then if it's not the things that capture the headlines of best friends of twenty twenty well it's a manifestation of change and this makes sense when we consider that we would call this a trend line. A trend line moves in a clear direction. And we know where it's going. It's something that articulates to us where things are headed as the impact culture and society and certain industries. And it's no surprise that we'd then would call fidget spinners not a trend that doesn't look like a trend line to me what is a trend. Then looking for a recent example to understand the local market here in the UK is the love for slurp Vietnamese soup. We can see here a steady trend. Yes there are seasonality dips from May to August make sense. You don't want hot soup but FAA shows us that over the last sixteen years. The demand is on the rise at least by search query people being interested in expressing their interest so trends are the sustained manifestation of change and we can notice trends if we look out a bit more carefully for signals signal. It's simple it's an indication of a situation and they can take many different formats. We'll go through some examples. Here's a way luggage. They raised one hundred. Eighty one million bucks through their suzy round so far and they came out founded in two thousand fifteen. They're designing travel luggage for the modern traveler. Smart Design and sleek years later. We see a kickstarter campaign for nomadic backpacks. It raised forty four times. Its intended goal. Sneak on the exterior. You have no idea the functionality. That's hiding within it and Kara sport the pioneer of Ath Leisure bags which are convertible to help people. Mostly women go from gym to work to dinner two drinks. Now what are these things have in common well? They might seem very disconnected but if we look a little bit closer we can tell that these three examples although at different points in time over the last five and a half years show us that there's huge consumer and investor appetite in hyper functional but really elegant products. You would have no idea what's inside because it looks so nice. And so back to the Great. Formatting how can we use trend forecasting tools and techniques at twenty six to make sure that we we build important but not urgent work at an twenty-six so I'm not going to walk you through all of the different frameworks. We use many of them. Should be familiar to you here. In this room marking jobs to be done understanding them through hypotheses. But what I will talk you. Through is five tools and techniques that we used in trend forecasting and the first one is sorting out those signals. So if we receive signals from all these different places around us. If you're slack looks anything like mine in my teams. You're constantly sharing articles things interesting. Check this out such and such just raise money or such and such just got acquired. It's hard to capture that and make sense of it and if we want to be present in our meetings and dive into our focused work then we can't just read everything that comes to us right away but it's not just about what share with you. It's also the things that you go out and find for yourself so looking what's up. What'S UP ON PRODUCT HUNT? What's gaining traction there or even traditional publication? What's the headline news today? The market's hit a record high. These are all signals. And if we aren't careful they can become noise so we use a pretty low tech technique here which is just creating. Trello board organized by Category. Where we store what's going on so in the actual truecard. We have links so we can go back to it and find the details but we organize them by their headlines and this is great because we can go back at will. We don't have to scour the internet or review. Which Slack Channel. Did Somebody share that with me. We can just take a look here and easily. Organize everything now that we've gathered those signals and we've organize them a bit more systematically. We can identify relevant trends. I'm going to walk you through some examples of the things that might seem tonight. I are focusing on right now. Last Fall American Express released. Its new green card packed with a slew of new benefits. It's also made of recycled ocean. Plastic at least for the most part and for that package of new benefits. They've raised the price fifty percent for the subscription month later bunk out of the Netherlands. They launched their own green card ninety nine years a year subscription and for every hundred bucks you spend. They plant a tree within two months. They planted forty thousand trees. Really Cool and the most extreme example up here is a carbon control. Card launched a think tank in Sweden called economy in partnership with the UN climate. Change Secretariat and Mastercard.

Donald Track Mastercard FAA UK Barcelona School Of Design Eng UN Slack Channel Netherlands Twenty Twenty Sweden Kara Ath Leisure
Ryan Holiday  turning the tables, it's okay to walk away from something you're good at because you can always come back

The Tim Ferriss Show

02:44 min | 2 years ago

Ryan Holiday turning the tables, it's okay to walk away from something you're good at because you can always come back

"Am very very accepting of the fact that there are many things I don't know and there are many things I take for granted and there are many things that I don't see therefore I tr- I spend a lot of my time developing experiments. And that's that's my constant framework like how can I be sure that I know ex? Yeah which relates to two thousand fifteen walking away from investing so I was like all right if I look at the track record of these various companies not only my portfolio but others for the biggest winds taking for looking at a shop by Uber et Cetera. Taking seven twelve years to come to fruition. And your final. Tally is not known. Until you've liquidated all of your holdings effectively. It's a little more complicated than that. But but not by much so even though on paper and also in exits it would. I could convince myself that I am good at this and people tell me. I'm good at this. That remains to be seen right and so I stopped and the larger assumption. Just because you're good at something does not mean you have to keep doing it for the rest of your life. Yeah there are many things. I'm good at that. I shouldn't do it all and It's think it's it's challenging for anyone myself included to shift gears if you if you're good at something being rewarded for something and yet you have this creeping dread that you don't want to do it that that that is a challenging situation for. I think just about anyone and certainly has been challenging for me but the the the parachute right the the safety net is realizing that for almost anything you can leave and come back almost anything and I'm sure there are exceptions. But if we're talking about businesses and professional capacities and careers if you are really good. That's a big as the ultimate leverage. That's diet is that is a huge hurdle that you need to be able to pass but if you are really good and dedicated to your craft or crafts could be a combination of of unusual crafts. Right right you might be a quant also really get a writing and then you a newsletter surely could be an unusual combination of traits like Warren Buffett and public speaking writer Jeff Basis and writing Entrepreneurship Cetera. You can always come back right right. It's so I try to keep that in mind and making a lot of my

Warren Buffett Jeff Basis Writer
"quant" Discussed on Clock Dodgers Podcast - Motivation | Fantasy Football | Comedy  | Pop Culture

Clock Dodgers Podcast - Motivation | Fantasy Football | Comedy | Pop Culture

11:26 min | 2 years ago

"quant" Discussed on Clock Dodgers Podcast - Motivation | Fantasy Football | Comedy | Pop Culture

"Oh. That's not what you guys are doing. It's a little bit of that. The dough forget scared. I will say wholeheartedly that. I'm not worried that might crash is going to be that that way. I do that when he was at his best. I don't think he's gonna do it at thirty three. We'll say he'll get more volume than most wide receivers sixes on an offense all right the next one is a a recent poll this this was a sandwich pole and on the sandwich poll ranked number. One was grilled cheese sandwiches so gross. He's champs grilled cheese. Sandwiches are the best sandwiches fowler novo so adam start of course it's a foul of the hat unless you're five years old but the the girl ours the lamar miller sandwich that is that is a great take this. Is this a random in wild whole but there was this t._v. Show called rob deer tics fantasy factory and on on an episode rob dear dick set out to make the best grilled cheese ever and bought like the most expensive ingredients ever and i'm sure that if you put a ruben next to to him he would have taken a ruben like it. I mean let's be real. It's just cheese and bread elliott. You're kind of a foodie man right to try stuff or where you go. Go every you're traveling. I mean i will say if you add bacon the grilled cheese. It becomes a better grilled cheese but i mean i don't know if it's top ten top fifteen top named. I've had so many sandwiches my day over. I don't know my my like my go-to sandwiches. The gablers the the turkey with the the stuffing and the cranberry sauce yeah that's like i can't. I can't imagine someone would eat that and then to grow cheese. I wanted to say well chasing me. The league grill kid sandwiches peanut butter and jelly or grilled cheese. I was gonna say that way hot. Take toasted peanut butter and jelly in the skillet like you make a grilled cheese p._b._s. J. try it. It's killer. It's this sounds like the meal meal of someone who hops out of a cold shower cold showers and hob t._j. And anatomy uh-huh i've heard for nationalist one of the nastiest peanut butter combination that i've ever heard people tell me peanut butter and mayonnaise brutal over that cast a big cold showers and peanut butter. Mayo is like the life a little sick sick betting right <hes>. Let's see the next one <hes>. This was the thing you guys seen it on twitter kind of trying to non started on. They're pretty sure it did but people were text in what they called their your phone number neighbor and so i just those out here text message in your phone number. Neighbor is a bad idea fowler. No foul josh guitar. There's a bad idea. I'm not doing that. I don't. I don't wanna conversation with that person. I don't want them to know who that number. I don't want anything to do with that elliot. How would you react if someone texting. Hey neighbor your phone number neighborhood. What would we response i honestly i don't think i'd wanna tech someone it but i would laugh if someone texted me. You have a good time someone <hes> but i'm not going out of my way doing it. I also the funniest one. I've read so far was the person who said like. I don't know what <hes> phone neighbor is. I don't even like my real neighbors. It definitely white the class which i can only imagine the rage the person who said that they read ah yeah there's so many of them didn't come across that which is hilarious because my initial reaction to it was like this is. Some bullshit like this is super childish. I'd be so annoyed if i got something like this and then i spent a half hour reading them and i was like i i had the exact same in reaction. Elliott did after reading a bunch which was just like. I would love if someone texted this to me. I'm never going to do that like if someone does it. I'm gonna try to think of the wildest eldest things to say back. Of course it would be so. I just have fun with it so yeah. If you haven't looked at it definitely go on their search twitter. You gotta you find a bunch of phony screen shots and the last fowler no foul will let elliott answer this when i love yamba will make up for his law season by being a top five fantasy fantasy scorned running back this season following novell prow. Oh you ann kellan come on man. He's he's. He's telling you pick them number one eliot. I'm an julio's telling me three thousand dollars. I believe julio julio enough for <unk> three thousand yards potentially in like three weeks he apologize goes to the pace of that offense. They're going to the game script. The offensive line change house just the being patient. I mean i think bill's gonna be a good player this year but fantasy wise. He's being dressed off his name not his role and you. You don't really want to get into that with with fantasy running backs in my opinion <hes> i if say healthy. I don't know how he beats out the top four-plus david johnson melvin gordon plays. I don't know how he's going to beat him up. Obviously injuries can change everything. I think he's much closer. Oh sort of cook range than people really want to admit. I think everyone everyone agree with that here. I don't think anyone disagree them to guinea on even harsher on it like i i looked earlier and i own zero bell across one hundred plus baseball draft's which is probably not wise. I i need to get assist on a little more than but i just i don't understand him going in the first round like it. It baffles me. I mean it. It's an offense that projects the bottom half the league. It's a situation where they're gonna have one of the lowest play volumes of the league. He sat out a year like i just i mean maybe with this pass catching hill high floor but i just i just don't see it especially in the first round. It just seems crazy to be fair. You're zero shares in best ball only matter. He's just all look anyway anyway so it's just it's just luck scratching off lottery tickets. How unlucky are you going to be on bell ended up as rb one man and that's why i said i gotta get some exposure. All my exposure. Him is in the second round like the two six to seven range just because is i want to get some exposure to them and there's wondered if that took him in the first round that someone's probably gonna call out because they went on twitter. That's all because the draft started and i didn't realize auto picked my first two players so <hes> that's my one lady i bel- first round exposure elliot on your you do draft on your phone right all the yeah so tell me one player elliott he don't mind. That's just not in your cue. Somebody that's on eric. Eric brown on couldn't buy his way onto my team. Take that air hebron. I have run. I have no hairy. I just i start start. Getting some hard. Men in the sixteenth and seventeenth rounders is cheap exposure to the chiefs up on on the eighth round. I have none of him <hes> if you can't run i don't like i most likely don't have you as one of my carter backs you guys i i love nicole harry but even i have met like wide receiver forty eight this year. I'm not getting any of them. Invest ball or redraft. I've got him on my dynasty teams. I think he's great prospect but i'm very comfortable with that situation rookie wide receivers. He's off to a slow start and the guys he was gone over for a while where the you know christian kirksey and dante pettis you guys don't like marvin jones but i think he's got a much clearer path targets you know i i just don't get his <hes> his <hes> a._d._p. Who's the most owned oakland raiders you you guys got darren waller <hes> and definitely have some antonio brown and i've been getting more josh jacobs now. They drops ops who don't tell josh josh jacobs hater the okay. That's okay. Everyone's entitled to be wrong about stuff every once in a while. Let's just when you're on lucky. It just happened to be lucky so it is all right cool. Okay elliott of course thank you for being on the podcast with other. No you're busy guy these as especially when you offered offered yourself up to everybody you're like hey even if you have zero listeners. I just hit me up. It's cool so i'm sure i will say i. I did reject the few people that asked me if they could just have phone calls with me. Whoa whoa it's a little weird. It's a little weird i don't why are you doing that to elliott man. I'm trying to ask for phone calls so terrible but but they could just join the quad right and then they we can talk whenever they want or at least tax you if you if you joined the quantum edge you can talk to every wants <hes> otherwise you have to hope number neighbor exactly l. A. and there's probably some freaks in the quantum is trying to charge you. You know that right. They just signed up to such. I wish you got to admit that it's a different kind of chat chatting uh-huh okay well. Hey listen tell everyone where they can find you where they can find a quantum all this stuff and what they should sign up for and all that stuff absolutely you can find me on twitter at elliot chris. You can check out all my work at the quantum dot com follow on twitter at the con ed or you can search t._q. Either way you'll i find it. <hes> you know we're really excited about the free trials the twenty five dollars off your season pass with promo code <unk> power. Check it out the quad edge dot com and i really appreciate you guys. It's happinesses the telephone of course man as that's all. We got guys cold-showers peanut butter. Mayo and life is said they don't don't don love him. We gotta make that we gotta get some white hot showers the gabler in coinage..

twitter Elliott fowler elliot chris julio julio ruben josh guitar baseball oakland raiders ann kellan hebron gabler eliot bill l. A. Eric brown marvin jones dante pettis josh jacobs
European stocks hold to small gain as techs rise with eye on US

Bloomberg Daybreak: Europe

03:51 min | 4 years ago

European stocks hold to small gain as techs rise with eye on US

"The baby yet have we seen the baby what's the status of the baby what baby trump baby of course i haven't seen the baby yet marcus has been on radio in the city of london what do you think are you superstitious not too much about friday the thirteenth certainly doesn't look i mean somebody in asia was pointing this out we're not seeing a lot of that superstition when it comes to markets because we've seen asia higher haven't we and generally a little bit of risk across most asset classes yeah european stocks said they've been up and training for about one minute and a half so far and we are seeing green arrows here in europe as well the stock six hundred gaining about a quarter of a percentage point looking at some of the other indices the footsie one hundred higher by four tenths of one percent the cac haunt also rising by four tenths of one percents still waiting for that opening figure out of the docks as we usually do looking at a sectorbysector breakdown when it comes to the stock six hundred all sectors currently in the green with technology auto parts and basic resources leading the way looking at the asian handover at the regional benchmark they're rising by seven tenths of one percent heading for its first weekly advance in the past five assists me rally for japanese stokes the clear standout with the nikkei clue closing one point eight percent higher after the yen hit a six month low against the dollar that takes us seamlessly in to the fx space we all seeing a little bit of yen weakness still it's actually been paring back some of its previous losses one hundred and twelve spots sixty three that's where we're trading at the moment when it comes to dollar yen the euro under a little bit of pressure one spot sixteen fortyseven we're watching the pound rate of course it is at one spot thirty one fifty nine which means that sterling is weakening by about a third of one percent brexit headlines out of the sun when it comes to donald trump very much front and center we'll talk about that in just a moment but it goes to fixed income the ten year treasury yield edging higher this morning two point eight five percent we're not seeing a lot of movement when it comes to european fixed income the ten year bond at spot three five six percent yeah and the ten year treasury yield has been in something like fourteen basis point range for the past month so a lot of push and pull when it comes to that we'll discuss later in in the show but for now just go to bring you some breaking spain's june national at cpi up two point three percent year on year up zero point three percent month on month of says the may gain versus may and then up two percent year on year spain's june core cpi rises zero point one percent from the previous month june core cpi rising one percent versus a year earlier remember of course we've got that us inflation data yesterday as well fosters pace of inflation since two thousand twelve but now let's have a look at what stocks we're watching this morning and bloomberg markets reporter danny burger is with us in the studio great to see you danny so you kicking off with gam that's right so the swiss asset manager had its first half earnings out and i have to say i'm always interested in this being the reason for losses it is because of the qantas they had worsethanexpected performance and really across the board we're seeing some weakness from quant funds this this is i can tap capital partners which is of course part of damn still waiting for to see what the price action is on that stock today but i will note it's down about twelve percent so far this year so tough year for this asset manager another company that we're watching today is experience this after it came out with the first quarter organic revenues at constant ethics rates are higher by eight percentage points what do you think the market will make out of this right so this credit and marketing services company basically this is in line with expectations the market isn't reacting too much to its.

One Percent Ten Year Three Percent Three Five Six Percent Eight Five Percent Twelve Percent Eight Percent Two Percent One Minute Six Month
The Essential Phone 2 has reportedly been canceled

Daily Tech Headlines

02:01 min | 4 years ago

The Essential Phone 2 has reportedly been canceled

"Uhhuh these lines for friday may twenty fifth twenty eight see i'm sarah lane europe's new data privacy rules the general data protection regulation perhaps you've heard of gdp are came into effect friday a nonprofit or called none of your business as ready made data protection complaints about google facebook what's up an instagram arguing that users are being forced to give consent to keep using the services even though the law prohibits that another group in the uk called privacy international has launched a separate investigation into companies that do behind the scenes trading of personal data like axiom chriteco and quant cast the gdp are poses fines of up to twenty million euros or four percent of global revenues for breaking its rules some new sites were temporarily unavailable in the u following the gdp our deadline trunk which publishes the new york daily news chicago tribune la times orlando sentinel and baltimore sun posted a message explaining quotes unfortunately our website is currently unavailable in most european in countries were engaged on the issue and committed to looking at options that support our full range of digital offerings to the u market lee enterprises which publishes forty six daily newspapers across twenty one states gave a similar statement quote were sorry the site is temporarily unavailable we recognize you're attempting to access this website from a country belonging to the european economic area including the eu which enforces the general data protection regulation and therefore cannot grant you access at this time sources tell bloomberg essential products inc startup co founded by android creator andy rubin is considering selling itself and has canceled development of new essential smartphones essential is reportedly considering a sale of the entire company that would be its patent portfolio and hardware products like the smartphone smart home device that's in the works and a camera attachment for the phone essentials engineering talent may be part of a deal as well last november ruben took a short leave of absence from the company amid reports about workplace misconduct during his time.

Facebook Instagram UK Lee Enterprises EU Bloomberg Andy Rubin Ruben Google Privacy International The New York Daily News Orlando Sentinel Baltimore Four Percent Twenty Fifth
2018 NFL Draft: The football world grades the Bears’ pick of Roquan Smith

Sports X Radio

01:36 min | 4 years ago

2018 NFL Draft: The football world grades the Bears’ pick of Roquan Smith

"The mindset i like him over the the intangible perspective over josh allen just don't think he's a winner he reminds me jay cutler one and nine as a starting quarterback on the road over his last ten starts so i would take our and based off of that but i'm not high on either quarterback in this draft there you go okay so then after josh allen taken by the bills to bears first time i cuss in the in the first round because the bears to grow quant smith and that's the guy wanted the raiders to get a good pick by chicago joe you and i very high roquan smith i cannot blame the bears for taking him i think the bears probably take quinton nelson if he's available for offensive line helped there for trubisky but the end of the day i think they made the right pick number eight grabbing roquan smith yeah i mean we spoke about it last friday i take world kwan smith for chicago a lot of people laughed at me because they thought he would fall to oakland a lot of people had offense and help four chicago i think when you look at your chicago overall they haven't lived up to expectations over the last few years because of the physicality on the defensive side of the ball when you look at some of the teams that they're going to have to match up with in their conference guys like minnesota and now kirk cousins and you look at arran rogers and green bay you need players that can be edge rushers to put pressure to four short intermediate throws under coverage so that's what real clown smith is he led georgia in tackles and sacks he can run sideline to sideline and more importantly could cover running backs in the short intermediate routes and that's what chicago is lacking desperately on their defense so i think.

Josh Allen Jay Cutler Raiders Quinton Nelson Kwan Smith Chicago Minnesota Arran Rogers Georgia Oakland Kirk Cousins