@zinscapital: Everyone keeps saying AI and quant models will replace discretionary traders. Reality looks very different. Bloomberg just reported Chinese quant funds losing over 20% after a violent market rotation, showing once again that models struggle when regimes change quickly. As someone working in the hedge fund industry, here’s how it actually works: * Why discretionary portfolio managers still dominate capital allocation * What quants really do inside hedge funds * Why AI is a tool not a replacement for judgment * And why you don’t need a PhD to become a successful trader. Markets reward adaptation, not blind faith in models. #hedgefunds #Quant #AI #Trading #finance
few months ago, I watched a podcast of a fund manager who worked for P.T. Jones. he said 25% quant hedge funds lose money every year.
He also mentioned that he hasn't seen any new idea in quant industry in last 15 years. there is only repetition and rebranding.
2026-07-23 15:51:05
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Ca :
you will see asset classes get picked off 1 by 1
2026-07-23 09:44:24
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kendal :
if you’re a young person you’re better off going the quant route. total allocation to discretionary macro PM is amassed by the few as oppose to quant firms which are growing rapidly and gaining traction. with a solid min. 5 year track record as a discretionary PM getting any attention from serious allocators is tough
2026-07-22 17:45:34
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Rich On Markets :
Incredible returns for 23 months…. Then BOOOOM! 💥 And we haven’t even seen a really bad market for them in a while. Long live the humans.
2026-07-22 20:56:25
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RW Quant 🇿🇦🇿🇦🇿🇦 :
ykb. 🤝🏽
2026-07-22 17:04:48
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FinaleForm :
ja gut wir stehen ja auch realistisch eher am Anfang mit AI 😂
2026-07-22 17:14:20
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