Numerai, every mention
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every year anyone Richard Craib 49Ted Seides 6Patrick O'Shaughnessy 1
Verbatim, from the transcripts: the passages where Numerai comes up
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 0:52 Ted Seides My guest on today's sponsored insight is Richard Crabe, the founder and CEO of Numeri, a machine learning-based hedge fund launched in 2015 that crowdsources models from data scientists around the world to predict stock returns,… 3 times in the scene
- ▶ 10:08 Ted Seides What was the path from that to starting to think about Numeri? 3 times in the scene
- ▶ 12:40 Richard Craib I mean, we had this data science system, but all the data on Numeri is obfuscated. 8 times in the scene
- ▶ 16:25 Richard Craib You send them to Numeri, and then we trade them in our optimizer. 4 times in the scene
- ▶ 18:14 Richard Craib But there is something unique about Numeri as well, which is the idea of staking. 3 times in the scene
- ▶ 20:55 Richard Craib People do quit, but often when they quit, it might be because they think their model stopped working, and that's another piece of Numeri. 6 times in the scene
- ▶ 23:19 Richard Craib But then they also kind of work for us, because they're helping to build the strategy. 4 times in the scene
- ▶ 25:20 Richard Craib If we stuck a seven day momentum feature into Numerai's dataset, the Numerai users would like it and their models would pick up on it. 2 times in the scene
- ▶ 26:18 Richard Craib Like they look at Numurai, like this is a quant fund. 3 times in the scene
- ▶ 28:13 Richard Craib So by the time we have the stage of having the Numeri meta model, the stock right at the top is kind of our favorite long. 2 times in the scene
- ▶ 29:53 Richard Craib Numurai, it's the exact same. 2 times in the scene
- ▶ 32:31 Richard Craib Numeri is neutral to momentum, so we basically didn't even notice this crash because we're hedged to that risk, and we do that with as many things as possible to make our track record more and more idiosyncratic and focused on alpha.
- ▶ 34:35 Richard Craib And made Numeri start working. 3 times in the scene
- ▶ 35:44 Richard Craib So I think it's very clear to me that for right now, Numeri has a very big edge on talent. 2 times in the scene
- ▶ 39:05 Richard Craib What's nice about Numeri, what I like to say is, all the signals responsible for making the bad performance are being burned.
- ▶ 41:37 Richard Craib One reason in particular, like you could say, what if there was a numeri for detecting cancer from MRIs? 3 times in the scene
- ▶ 43:07 Richard Craib But I actually do think that right now, large language models, which is probably the most hyped thing in the world, is actually something I want to have Numeri become the best at. 2 times in the scene
- ▶ 46:30 Richard Craib I don't think Numeraia would exist without him investing and just always investing. 3 times in the scene
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 46:55 Patrick O'Shaughnessy In the cryptocurrency world, there's a firm called Numeri.