All investors look for an edge. You only make real money by having “alpha,” as the jargon goes. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb is joined by a guest who knows all about the quest for advantage: Bloomberg Indices Quant Researcher Steve Hou.

Put simply, Hou’s job is to find what “works” in markets and then find ways to capture it for investors. So what’s he been investigating? Recent topics include how to identify innovative companies and the role of research and development spending within that. It’s more complicated than you might expect.

R&D:https://www.bloomberg.com/professional/insights/trading/the-innovation-factor-the-power-of-rd-persistence/
Pricing Power:https://www.bloomberg.com/professional/insights/financial-services/cracking-the-code-of-pricing-power/
ANR/Turnaround factor:https://www.bloomberg.com/professional/insights/trading/analyst-ratings-improvers-a-bet-on-turnaround-companies/
AI whitepaper:https://situational-awareness.ai/



 

All investors look for an edge. You only make real money by having &ldquo;alpha,&rdquo; as the jargon goes. On this week&rsquo;s episode of Merryn Talks Money, host Merryn Somerset Webb is joined by a guest who knows all about the quest for advantage: Bloomberg Indices Quant Researcher&nbsp;Steve Hou.
Put simply, Hou&rsquo;s job is to find what &ldquo;works&rdquo; in markets and then find ways to capture it for investors. So what&rsquo;s he been investigating? Recent topics include how to identify&nbsp;innovative companies and the role of research and development spending within that. It&rsquo;s more complicated than you might expect. R&amp;D:<a href="https://www.bloomberg.com/professional/insights/trading/the-innovation-factor-the-power-of-rd-persistence/" data-destination="rte:bind">https://www.bloomberg.com/professional/insights/trading/the-innovation-factor-the-power-of-rd-persistence/</a> Pricing Power:<a href="https://www.bloomberg.com/professional/insights/financial-services/cracking-the-code-of-pricing-power/" data-destination="rte:bind">https://www.bloomberg.com/professional/insights/financial-services/cracking-the-code-of-pricing-power/</a> ANR/Turnaround factor:<a href="https://www.bloomberg.com/professional/insights/trading/analyst-ratings-improvers-a-bet-on-turnaround-companies/" data-destination="rte:bind">https://www.bloomberg.com/professional/insights/trading/analyst-ratings-improvers-a-bet-on-turnaround-companies/</a> AI whitepaper:<a href="https://situational-awareness.ai/" data-destination="rte:bind">https://situational-awareness.ai/</a> 
&nbsp;

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

The Perpetual Hunt for ‘Alpha’

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/662b3e09-1a74-4b64-8dee-b27c01849616/transcript

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