VOL08: Adaptation To Change ft. Jean-Philippe Bouchaud | Top Traders Unplugged podcast

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Episode description

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Episode description

Hari Krishnan is joined today by Co-Founder & Chairman of Capital Fund Management (CFM) Jean-Philippe Bouchaud, to discuss how news drive price action, and some of the science behind the large price movements, how we should think about adapting to changing dynamics such as correlations, Jean-Philippe’s background in physics and journey into finance, the effectiveness of the Bloomberg terminal, using dimensional analysis for research purposes, the inelastic market hypothesis, differentiating yourself as a Trend Follower, and the connection between volatility strategies and high frequency data.

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In this episode, we discuss:

The extent to which news drives price action

How to look at ever-changing market dynamics, such as correlations

Jean-Philippe's journey into finance

The reliability of the Bloomberg terminal

Dimensional analysis

The inelastic market hypothesis

Standing out in the Systematic Investor space

Volatility strategies and if they have any connection to high-frequency data

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Episode TimeStamps:

00:00 - Intro

02:38 - What area of physics did you work in, and how did you come into finance?

05:04 - Can you elaborate the paper you worked on, where you where you investigated the endogeneity of large price moves?

15:24 - How timely do you...