Quantitative Investment Insights podcast

28:30

Join us for an insightful conversation with Kathy Matsui, General Partner at MPower Partners—Japan’s first ESG-focused global VC fund, and the former Vice Chair of Goldman Sachs Japan. In this episode, we explore key developments in the Japanese economy, including the Nikkei 225 reaching record highs, the yen hitting record lows, and the implications of a surprising election outcome. Kathy shares her expert analysis and perspectives in discussion with Gene Reilly, CIO of Greenwich Quantitative Research. This is an episode you won’t want to miss!…

1
GQR: China and AI - what could be more quant than that? 20:24

19 weeks ago20:24

20:24

Catch my comments from BOQ in London and see a demo of how powerful LLM artificial intelligence has become. We have used some experimental AI technology to create a podcast that recaps my comments and some source material from my Battle of the Quants presentation in London earlier this month. It analyzes the recent Chinese stimulus plan and assesses the size of the stimulus in the context of the Chinese Real Estate crisis relative to historical RE crises. This also showcases how fast AI is evolving. This discussion is entirely computer generated but you probably wouldn't guess it if we didn't tell you.…

1
China Share Classes Explained 8:16

3 years ago8:16

8:16

Gene Reilly, Greenwich Quantitative Research’s Chief Investment Officer, speaks with Leyla Gulen about the various share classes utilized by Chinese companies to gain access to both domestic and international capital markets

1
Value vs. Growth over 25 years in the US and Asia 16:48

3 years ago16:48

16:48

Gene Reilly, Greenwich Quantitative Research’s Chief Investment Officer, speaks with Leyla Gulen about the contrasting performance of Value vs. Growth in the US and Asia over the past 25 years

1
Revisiting DiDi: What’s the real issue here? 8:53

3 years ago8:53

8:53

Gene Reilly, Greenwich Quantitative Research’s Chief Investment Officer, revisits the DiDi Chuxing situation with Lelyla Gulen and discusses recent developments

1
The Evolution of China A Share Market Microstructure 25:18

3 years ago25:18

25:18

Gene Reilly, Greenwich Quantitative Research's Chief Investment Officer, speaks with Leyla Gulen about the evolution of China A shares market microstructure.

1
China A Shares – Suitable for Market Neutral Investing? 27:40

3 years ago27:40

27:40

Gene Reilly, Greenwich Quantitative Research's Chief Investment Officer, speaks with Leyla Gulen about the suitability of China A shares for market neutral investing.

1
The DiDi dilemma and China Share Classes 23:05

3 years ago23:05