New video: Ideas for Hedge Funds to Identify Macro Themes and Trade Ideas

I recently presented at Alpha Events’ “AI and Data Science in Trading” conference on new methods to identify macro trends (especially technology macro trends), and more narrowly trade ideas for public market investors.

Below is the video and slide deck

I’m drawing from my research on origination for private equity/VC funds; how large corporates can identify the most relevant disruptive companies; and elicitation.

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