57. Meme stocks, arbitrage and where to look for investing opportunities - Interview with Michael Robbins, CFA Wall Street Vision Investment Podcast

In this episode I had the privilege of speaking with Michael Robbins, CFA.

Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG.

In this episode, we discussed:


Is the meme stock mania over, or here to stay?
What are the characteristics of markets where arbitrage may be possible
How computers and chatGPT are changing investing
Investing biases that can lead to bad investments
What factor investing is, and the proper way to invest with factors

Buy Michael’s awesome book here:

https://www.amazon.ca/Quantitative-Asset-Management-Michael-Robbins/dp/1264258445

Readings/interviews/code from the book:

http://www.quantitativeassetmanagement.com/