HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>CEO of Quantly discusses market updates, geopolitical landscape, and trends in safe havens</li><li>Focus on innovation and tech, AI, and bitcoin in the digital market</li><li>Analysis of one year trends in safe havens, bitcoin, gold, and the impact of tariffs on the market.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CEO of Quantly discusses market updates, geopolitical landscape, and trends in safe havensFocus on innovation and tech, AI, and bitcoin in the digital marketAnalysis of one year trends in safe havens, bitcoin, gold, and the impact of tariffs on the market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Agentic Finance: Building AI Analysts for the Debasement Trade Era — with Vlad Stanev of Quantly

<ul><li>Strong economic data last week: New home sales above expectations, GDP growth revised up to 3.8%</li><li>Discussion on the accuracy of economic estimates and its impact on investment decisions</li><li>Economic data suggesting fewer Fed cuts, affecting short term stock market sentiment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Strong economic data last week: New home sales above expectations, GDP growth revised up to 3.8%Discussion on the accuracy of economic estimates and its impact on investment decisionsEconomic data suggesting fewer Fed cuts, affecting short term stock market sentimentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Aaron Brown: Quantitative Risk, Crypto, and the "Wrong Number" Revolution | New Barbarians Podcast

Quantitative Analysis

<ul>
<li>Systematic beats discretionary: Data-driven, rule-based macro strategies are outperforming traditional "gut feeling" approaches by using econometric models (ARIMA, GARCH, VAR) to identify regime-dependent opportunities and reduce behavioral biases in decision-making.</li>
<li>Current opportunity: The Q2 2025 environment (twist steepening yield curve + easing US-China trade tensions) systematically favors cyclicals (energy, materials, industrials) over rate-sensitive (utilities, REITs), creating cross-asset relative value trades.</li>
<li>AI-Enhanced evolution: Integrating machine learning with traditional models, alternative data sources (satellite imagery, credit card data) and deep reinforcement learning to capture more complex patterns that human discretionary traders miss.</li>
</ul>


Systematic beats discretionary: Data-driven, rule-based macro strategies are outperforming traditional "gut feeling" approaches by using econometric models (ARIMA, GARCH, VAR) to identify regime-dependent opportunities and reduce behavioral biases in decision-making.
Current opportunity: The Q2 2025 environment (twist steepening yield curve + easing US-China trade tensions) systematically favors cyclicals (energy, materials, industrials) over rate-sensitive (utilities, REITs), creating cross-asset relative value trades.
AI-Enhanced evolution: Integrating machine learning with traditional models, alternative data sources (satellite imagery, credit card data) and deep reinforcement learning to capture more complex patterns that human discretionary traders miss.


🧠🎙️ The New Barbarians: AI Agent Edition

<ul><li>Ehsan Ehsani, executive director at Crescendo Partners and adjunct professor at Columbia Business School, joins the discussion with Harmonic Insights and will be organizing the Generative AI and Investment Management Conference at Columbia.</li><li>Futures markets are predicting a 25 basis point cut with more cuts in the future, while volatility and factor returns continue to be influenced by macro factors.</li><li>Quantitative investors typically do not make significant changes to their portfolios based on short-term data, instead focusing on longer-term trends and statistically significant moves.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ehsan Ehsani, executive director at Crescendo Partners and adjunct professor at Columbia Business School, joins the discussion with Harmonic Insights and will be organizing the Generative AI and Investment Management Conference at Columbia.Futures markets are predicting a 25 basis point cut with more cuts in the future, while volatility and factor returns continue to be influenced by macro factors.Quantitative investors typically do not make significant changes to their portfolios based on short-term data, instead focusing on longer-term trends and statistically significant moves.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Generative AI in Investment Mgmt: Value Investor's Perspective w/ Ehsan Ehsani | New Barbarians #035

<ul>
<li>HarmoniQ Leadership Role: HarmoniQ Insights co-sponsors the September 30th Generative AI Investment Management Conference at Columbia, with Bill Mann and Debby Goan leading fireside chats with industry leaders.</li>
<li>Industry Transformation Moment: Conference addresses how fundamental investors can leverage AI to scale from analyzing 15 companies to screening 100+ opportunities, as discussed in yesterday's New Barbarians podcast.</li>
<li>Practical Implementation Focus: Attendees access 20+ AI providers, real-world case studies, and networking opportunities addressing build-vs-buy decisions to capitalize on AI's performance advantages.</li>
</ul>


HarmoniQ Leadership Role: HarmoniQ Insights co-sponsors the September 30th Generative AI Investment Management Conference at Columbia, with Bill Mann and Debby Goan leading fireside chats with industry leaders.
Industry Transformation Moment: Conference addresses how fundamental investors can leverage AI to scale from analyzing 15 companies to screening 100+ opportunities, as discussed in yesterday's New Barbarians podcast.
Practical Implementation Focus: Attendees access 20+ AI providers, real-world case studies, and networking opportunities addressing build-vs-buy decisions to capitalize on AI's performance advantages.


HarmoniQ Insights Partners with Columbia University for Groundbreaking AI Conference

HarmoniQ Insights

Agentic Finance: Building AI Analysts for the Debasement Trade Era — with Vlad Stanev of Quantly

Quantly CEO Vlad discusses market volatility and geopolitical events, focusing on innovation and tech trends like AI and bitcoin, and highlighting...

William Mann

Aaron Brown: Quantitative Risk, Crypto, and the "Wrong Number" Revolution | New Barbarians Podcast

The importance of accurate economic data for investors and policy makers is highlighted in discussions about strong economic data, revisions in...

William Mann

🧠🎙️ The New Barbarians: AI Agent Edition

Last Week the Fed made its first 25bp Interest Rate Cut = Gradual Easing Cycle For Interest Rates and more monetary easing for the foreseeable...

William Mann

Generative AI in Investment Mgmt: Value Investor's Perspective w/ Ehsan Ehsani | New Barbarians #035

Ehsan Ehsani, executive director at Crescendo Partners and adjunct professor, will be organizing the Generative AI and Investment Management...

William Mann