@views094: The high snr part of the state space is mined out so expand it

peter thiel :

profound

Lilapri :

that's my quant

asaprx2 :

Yes proprietary data is so important, ppl don’t realise why so much data is collected and sold, it’s not for nothing

JPM :

What volume you think is running this way? Will be affected? What % of price action do you expect to move from this volume?

J :

Yes, across all data driven industries! I might be wrong, but properly built Synthetic data might be a massive upperhand

AJ :

Mate, do you know what. I was just saying this.

mountainsurfer2 :

What if there’s no capital to follow the trade ? On discretionary being “right” doesn’t matter as much nowadays, so any additional data to improve your odds of being “right” fundamentally isn’t worth as much ?

Mark Talks Investing :

Yes, it's in finding unusual proprietary data. The standard data is totally arbitraged to oblivion.

tivframework :

Exactly this. Not just high quality proprietary alt data being used in house by funds but also as an indicator for value investors. My hypothesis is that the highest performing companies will be those with a mature data and tech infrastructure because they’ll be able to actually leverage their data for real operational gains. I tried to talk to IMs and research analysts about this but the awareness was shocking so great to see someone who gets it.🙏✨

unclehk2000 :

One main thing I’ve learned from data testing it’s better to test vertically not horizontally. What I mean by this is instead of testing on 1min ohlc on one pair on one date range. You cross test futures markets over the same period to determine sensitivity and disequilibrium that form as a result of the market operating inefficiently

Jay2 :

Sorry, I couldn’t quite understand your first sentence - high quality alt data will become the mount? What does that mean

Tony :

Are these job related thesis or do you come up in your free time?

Yea :

Don’t understand how the crowding out links ?

Patrick :

What does primary research today look like? Proprietary data sets surely reach a limit in density, accuracy breadth for any given market. Which markets are not already mapped near perfectly

Tulletok😂 :

This is my quant guys

raspberryroy :

unclehk2000 :

Index futures decoupling this week has to the funniest thing I’ve witness all my life

🫥 :

What data would you pay for right now that doesn’t exist?

Pia :

This is why bbg ai is incredible compared to others

gashadokuro :

Maybe they should not be living off the credit card aka leverage