HarmoniQ Insights retweetledi
HarmoniQ Insights
335 posts
HarmoniQ Insights
@HarmoniQuant
Quantitative Investment & Technology Advisory Smartkarma Discount: https://t.co/ZxvL0hqjmc
Fairfield County, CT Katılım Ağustos 2024
108 Takip Edilen73 Takipçiler
HarmoniQ Insights retweetledi
Will AI replace finance jobs? Wrong question. The real question is:
What parts of the job get automated — and what becomes more valuable when they do?
In this clip, we get into the brutal truth:
AI won’t eliminate the need for judgment.
But it will compress old research moats and change the edge.
Featuring insights from @christinaqi, CEO of @DatabentoHQ.
Full episode: youtu.be/BxiNptG8h_Y
#AI #Finance #HedgeFunds #Quant #FinTech
YouTube
English
The next great hedge fund advantage may not be a model. It may be a machine-accelerated research system. AI is changing how modern funds generate ideas, test them, and turn information into decisions.
A sharp clip featuring @christinaqi, CEO of @DatabentoHQ.
Full episode here: youtu.be/BxiNptG8h_Y
#AI #HedgeFunds #QuantFinance #AssetManagement #MachineLearning
YouTube
English
HarmoniQ Insights retweetledi
I asked my old co-founder and he said (assuming you're dead-set on starting a hedge fund): fundraising.
Hamza Awan@hond191210
@christinaqi What would you suggest someone that want to start one's own shop. What is the one thing or main things that they should focus on
English
HarmoniQ Insights retweetledi
You're telling me I get to go from doing cutting-edge research to doing boring admin work? Sign me up!
Idiosync Capital@Idiosync_Cap
To add to my previous comment, people who want to start an investment firm have to be very clear on the differences between investing and operating an investment business. Very different things. Yes you can outsource a ton, but those outsourced functions also need to be managed. The investing function probably ends up taking < 50% your time.
English
HarmoniQ Insights retweetledi
The team at @QuantConnect recently created an integration that brings Databento's real-time and historical market data directly into LEAN, their open-source algorithmic trading engine. For the hundreds of thousands of developers already building with LEAN, adding a Databento API key provides our normalized market data across research, backtesting, and live trading - all within their existing setup.
⬇️ To get started, check out the guide below
English
HarmoniQ Insights retweetledi
yes maam hail Bloomberg the overlord king we bow down or we face wrath from industry 🙇♂️
bergkampbrain@BullBankers_NFT
@christinaqi Bloomberg is a much better product then your product. So you should be a little humble and have a good look at what you’re providing! You’re just a data vendor, Bloomberg is a network! Make sense?
English
HarmoniQ Insights retweetledi
Readers correcting your choices of heavy metal bands are the best readers
English
Hedge Fund Allocator Outlook:
• 64 % plan to increase exposure on a net basis
• Tactical trading strategies, such as quant equity, quant multi strategy and discretionary macro deliver returns while keeping correlation, beta and volatility low.
• 34% of allocators looking to add to Europe across equity long/short, event driven and credit while 30% look to add to Asia across equity long/short and multi strategy. Off note the China turnaround continues with 9% of allocators investing in China focused hedge funds in 2025 and a further 14% planning to in 2026 (up from a 42% net reduction in 2023).
globalmarkets.cib.bnpparibas/2026-hedge-fun…
English
Clickbait‼️ @ethanrkho you get a pass…
Ethan Kho@ethanrkho
Why SIG told its traders not to hedge. Kris Abdelmessih (@KrisAbdelmessih). 8 years on SIG's options floor. Now writes Moontower. SIG's founders came from gambling. Sports betting. Poker. They understood small edges. "A bookie's making like 5% edge. Making a pretty good living off a fairly slim margin." Then they looked at options markets: "The idea that you could trade a two and a half dollar call spread for $2.20 when you think it's worth $2.50 — SIG was like, that is a ridiculous amount of edge. Way more than you'd get in gambling. And the risk is the same." So what did they do? They traded massive size and didn't hedge. "We were not even instructed to hedge. Central command looks at all the risk across the firm — this guy's long Microsoft, that guy's short QQQ, someone else is short IBM — net it all out and just trade the residual." The philosophy was simple: "Hedging is a cost. Don't hedge. Only hedge when risk starts swamping your edge." And they optimized for size over margin: "They traded giant size because they already knew this was way more edge than they'd ever find anywhere else." The result? SIG was the most profitable options trading firm of that era. Their competitors called them the Evil Empire.
English
🤭 I have a speech I only give to Allocators
Bob Elliott@BobEUnlimited
When allocators finally learn that "idio" is just a fancy way to say "short vol"
English
HarmoniQ Insights retweetledi
HarmoniQ Insights retweetledi
POV you didn’t roll your hedges now you’re taking physical delivery of your VIX
where_is_hardo@where_is_hardo
Didn’t know HRT did warehousing
English
HarmoniQ Insights retweetledi
@MinuteofZombie Don't shitpost BS!
It is 72 pages long and the handwriting you are showing isn't from Dirac.
See: Dissertation of Paul A. M. Dirac for Ph.D. degree | FSU Digital Repository
repository.lib.fsu.edu/islandora/obje…
This is one of pages of this PhD thesis:
English
HarmoniQ Insights retweetledi
Again? When was I “Scholar of the Year” before?
Don’t get me wrong, I appreciate it :)
D2 Finance@D2_Finance
@danielfsy Make @CliffordAsness Scholar of the Year again! 'The Illiquidity Discount' seems to be becoming an even more seminal piece than his early work on the 'momentum' factor. And that was already a high benchmark to beat! aqr.com/Insights/Persp…
English
HarmoniQ Insights retweetledi
I can guarantee that *overwhelmingly* people are not sucking up to me. I thank them, they say hi, and I don't hear from them ever again. Now, a lot of people I interview for jobs have read a book or the other, and they have the common decency to mention it outside of the interview process. Same with random people I talk to on zoom. And it's not hard to tell sycophants because they are usually untrained actors.
By the way, when I read a good book, I often send an enthusiastic handwritten letter to the author. Sometimes they reply, often they don't. It's ok. Once Stephen Smale replied to me (for his book with Hirsch), and it made a difference.
Just another one@AstarothNeph
@__paleologo @quantop__ The feeling of helping other without any interest and that somehow your life and purpose is useful for other people in your same pursuit must be incredible. Idk. Doesn't seem like anyone is trying to suck on him. Just people that are genuinely thankful.
English
HarmoniQ Insights retweetledi
Today's episode was a lot of fun, I'm happy someone else gave constructive criticism to the construction guys
thenewbarbarianspodcast@thenewbarbpod
💥 “I’m an electrician. I know blue collar people. The bus can crash — I’m still in the bus.” — Jonathan Small The #TradesmensCollective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground 🎧 Full Ep: 📺 YouTube youtu.be/-FvY9lmdc3Q?si… 🎧 Spotify open.spotify.com/episode/59DJ5w… 🍎 Apple podcasts.apple.com/us/podcast/tra… #NewBarbariansPodcast #StartupPitch #TradesmensCollective #ConstructionTech #FounderTruths #Tradesmen #AngelInvesting
English
HarmoniQ Insights retweetledi
Between Markets and Masterpieces Debby Goan on Breaking Barriers and Ble... youtu.be/LsoqH7kCsGM?si… via @YouTube
YouTube
English