Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Compound Your Knowledge: Editorials On Machine Learning
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This week Ryan and Jack discuss two editorials on machine learning and its impact and use within Research. The first paper is an Editorial by Rob Arnott, Cam Harvey, and Harry Markowitz discussing, in their opinion, proper protocols for research (back-testing) in the era of machine learning. The Second paper, summarized by Elisabetta, is by Joseph Simonian, Marcos Lopez de Prado, and Frank Fabozzi. In their paper, they discuss, at a high-level, how data science and machine learning can help research. Paper Links: A Backtesting Protocol in the Era of Machine Learning https://alphaarchitect.com/2018/12/17/protocol-to-prevent-quants-gone-wild/ Order from Chaos: Data Science is Revolutionizing Investment Practice https://alphaarchitect.com/2018/12/18/data-science-is-revolutionizing-investment-practice/
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67 episodes
MP3•Episode home
Manage episode 236843494 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week Ryan and Jack discuss two editorials on machine learning and its impact and use within Research. The first paper is an Editorial by Rob Arnott, Cam Harvey, and Harry Markowitz discussing, in their opinion, proper protocols for research (back-testing) in the era of machine learning. The Second paper, summarized by Elisabetta, is by Joseph Simonian, Marcos Lopez de Prado, and Frank Fabozzi. In their paper, they discuss, at a high-level, how data science and machine learning can help research. Paper Links: A Backtesting Protocol in the Era of Machine Learning https://alphaarchitect.com/2018/12/17/protocol-to-prevent-quants-gone-wild/ Order from Chaos: Data Science is Revolutionizing Investment Practice https://alphaarchitect.com/2018/12/18/data-science-is-revolutionizing-investment-practice/
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67 episodes
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