bullish

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

765 Views18 Sep 2025 09:19
Podcast
SUMMARY
  • 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.

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