Quants Are Turning Away From Trend Following, Cuemacro Founder Says

The video explores the dynamics of volatility in trading, focusing on hedge funds and quant strategies. It discusses the challenges faced by quant traders, including market stability and crowding. The use of alternative data, such as car counts and web traffic, is highlighted as a way to generate new trading ideas. Current trends in quant strategies are examined, with a focus on niche strategies and rebalancing. The human element in quant trading is analyzed, emphasizing the need for human input in decision-making. Finally, the video addresses geographical data differences and the risks associated with widely used data sets like credit card transactions.

What challenges do systematic traders face when trying to implement niche strategies?

How can firms effectively incorporate quant strategies into their existing frameworks?

What are the potential risks associated with the widespread use of anonymized credit card data in trading?