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Hedge funds embrace machine learning up to a point

96 pointsby josephbyover 7 years ago

7 comments

TuringNYCover 7 years ago
Funds would not share what they are doing because then others would do the same, narrow spreads and reduce profits for all participants. But you can get a good idea of what they <i>might</i> be working on by some of their workers&#x27; expertise. Notice how places like RenTech (<a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Renaissance_Technologies" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Renaissance_Technologies</a> and <a href="https:&#x2F;&#x2F;www.bloomberg.com&#x2F;news&#x2F;articles&#x2F;2016-11-21&#x2F;how-renaissance-s-medallion-fund-became-finance-s-blackest-box" rel="nofollow">https:&#x2F;&#x2F;www.bloomberg.com&#x2F;news&#x2F;articles&#x2F;2016-11-21&#x2F;how-renai...</a>), Two Sigma, and others hire loads of NLP and machine learning academics.
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TuringNYCover 7 years ago
I worked at a hedge fund for 9 years. Regression models are used for EVERYTHING. Regression is machine learning. This article has a narrow focus and doesnt understand what machine learning is.
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vadimbermanover 7 years ago
An anecdote from 1990s continental Europe.<p>A friend of mine, upon reaching a status of a &quot;high-net worth individual&quot;, was invited to invest in a hedge fund associated with a bank of regional importance (major for that small country). They demonstrated the best of the tech of the time, and then shifted the tone to, &quot;but we also use more traditional approaches&quot;.<p>Unusually large portion of their &quot;consulting research staff&quot; was female and spread Europe-wide. Not because they were progressive or pursuing diversity agenda; these were call girls. The call girls were paid for timely tips. Even if they only report that a particular top executive stayed overnight far away from home, was in a foul mood, and a couple of top-ranking colleagues were present, this can be used to detect an significant internal event not reported publicly. If the girl was crafty enough to extract more information, even better.
bllguoover 7 years ago
I don&#x27;t think technically sophisticated funds are going to be sharing any details at all for pieces like these. There is bound to be fancy ML in play at hedge funds, though - do not underestimate the lengths to which people will go to get an edge in the markets.
matchagauchoover 7 years ago
<i>&quot;Share-price time series going back decades still contain far less information than, say, the image data used to train Facebook’s facial-recognition algorithms.&quot;</i><p>What?<p>Clearly these ML models aren&#x27;t trying hard enough. Correlating stock movements with the weather, geo populations, ... there are potentially infinite patterns buried in the data that a hedge fund could uncover.
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swyxover 7 years ago
I like the shoutout to Numerai. I think they are so left field that traditional hedge funds don&#x27;t even have the ability to understand how much better Numerai can be.
dborehamover 7 years ago
Huh? I did my commute with a guy who worked for an automated trading shop when I worked in London in 1994 and he talked constantly about what sounded just like machine learning.