Two Sigma
5 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement May 13, 2019 by Michael Mauboussin · said 24 times in 11 episodes since 2018 · across every show →
Mentions by year
brought up most by Ted Seides (7), Karyn Williams (6), Matt Botein (2), Joel Holsinger (2), Ari Paul (2), Michael Mauboussin (1), Kip McDaniel (1), Jen Birmingham (1)
tap a year for its mentions
2026 2 mentions in 1 episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 2 mentions in 1 episode
2020 13 mentions in 3 episodes 4 per episode
2019 4 mentions in 3 episodes 1 per episode
2018 1 mention in 1 episode
Everything said about Two Sigma, oldest first
May 13, 2019 positive
Mauboussin: Discretionary managers cannot compete with quants on short-term horizons
“Natural language processing and computers and so forth will allow some parts of the market to be very efficient in the short run. You can make shorter term predictions. And that will probably make that aspect of the market more efficient. And by the way, as a …”
Jan 6, 2020 positive
Renaissance Shares One Unified Codebase Unlike Two Sigma
“It's also the case that they are much more collegial. They work together. It's an open system. Everyone can see the code as opposed to other technology firms, other hedge funds, and there are many different models. So you look at like a two sigma, my understan…”
Mar 18, 2021 neutral
Mar 18, 2021 neutral
Mar 23, 2026 bearish
Grantham: Every Two-Sigma Asset Bubble Historically Reverted to Pre-Bubble Trends
“In major countries, there was no exception to the principle that an overpriced market at two sigma, which is just a statistical measure. If you look at the price, you look at the breakout on the upside. If it's two sigma, there is no exception to the rule that…”