Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03
This episode features the investment insights of Justin Anderson, Canadian equity analyst and leader of Mawer’s zone of experimentation known as The Lab. The Lab focuses on two main areas:
- applying new technologies to garner an investment edge
- automating and streamlining the investment process
Highlights include:
- the analogy of poker and the need to find the weakest table
- our views on the human plus machine model
- moneyball applied to investment decision-making
- the machine-driven ratings of Rotten Tomatoes
-
Your host
Cameron Webster, CFA
Institutional Portfolio ManagerCam likes to think and act long-term. He has broad experience in the capital markets over his 20+ years as an analyst, portfolio manager, and client service professional. When not thinking about markets and investing, Cam trains and participates in other “boring” and disciplined activities such as ultra-endurance races—marathon, triathlon, one-day 300+km bike rides.
Related Reads
- Artificial intelligence: from checkmate to teammate
- Story time
- Edward O. Thorp: Math professor, inventor, best-selling author, hedge-fund manager, gambler
- Zero to One: Notes on Startups, or How to Build the Future
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Comments
Marc 29/09/2018 9:06pm (3 years ago)
Fascinating podcast! Thanks Justin for the insight. I think the summary here is technology will always be a tool for investment, but will likely never replace humans complet.... *bzzzt rrrrp zzz ffffffssss* hiss..............
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