Timothy Sumer

In this episode, the ReSolve team welcomes Roni Israelov, Chief Investment Officer and President of NDVR, to discuss advanced portfolio strategies for optimizing tax efficiency, credit exposure, and cash flow objectives. We explore a wide range of topics, including: • Roni's background and experience in asset management, including his time at AQR Capital Management and Lehman Brothers • The importance of portfolio construction and implementation in achieving investment goals • The challenges and opportunities in managing custom lifestyle-protected growth portfolios • The role of research and model building in informing and optimizing investment strategies • The impact of transaction costs and factor decay profiles on portfolio performance • The benefits and risks of incorporating short-term signals within long-term investment models, and using short-term models to adjust overall trading • Lessons learned from building and managing option strategies focused on harves...

Also, why we raised Apple stock’s fair value estimate, and why we think Palantir has created problems for itself. Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble Stock – and we think Palantir has made some strategic missteps. Find out more in this week’s episode. 00:00 Intro  00:30 Morningstar upgrades Apple's moat 01:40 Proctor and Gamble reports Q2 2023 earnings 02:39 Palantir makes strategic missteps 03:46 Owning a House or REITs intro  04:21 What are some of the benefits of physical real estate vs REITs?  05:03 What are some of the benefits of REITs vs Real Estate?  05:42 In both cases, what are some of the cons?  06:18 From an investment standpoint, which is the better bet, and why?  08:06 What’s a safe withdrawal rate for 2023?  Read about topics from this episode. Raising Apple Stock’s F...

Eamonn Keogh: "A Trillion here, a Trillion there: Scaling Time Series Data Mining to a Trillion Time Series" A video from the UC Berkeley Conference: From Data to Knowledge: Machine-Learning with Real-time and Streaming Applications (May 7-11, 2012). Abstract Eamonn Keogh (Computer Science and Engineering Dept., University of California, Riverside) In this talk I will argue the following claims. 1) Similarity search is the fundamental operation for mining time series data, and virtually any task, classification, clustering, rule finding, anomaly detection etc., can be efficiently and effectively solved once the similarity search problem is solved. 2) While there are dozens of alternative distance measures for similarity search, a 50-year old idea, Dynamic Time Warping (DTW) is exceptionally hard to beat. 3) DTWs often touted lethargy is no more. With four simple new ideas, we can exactly search billions of time series in a minute under DTW, using off-the-shelf comp...

In our latest podcast series, Satavisa Pati, Content Analyst at Analytics Insight, talks to Mridul Mishra, Vice President at Fidelity Investments India. During the conversation, he takes us through the services provided by the company and discusses the emerging trends of leveraging AI and ML into the tech industry. For More Information, Visit: #AI #ML #TechIndustry #ArtificialIntelligence #MachineLearning #Tech #AIandML #LeaveragingAIandML #Podast #AIPodcast #AINews #AnalyticsInsight #AnalyticsInsightMagazine... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/exclusive-interaction-with-mridul-mishra-vice-president-of-fidelity-investments-india/?feed_id=49050&_unique_id=63975ca022c57 #Inflation #Retirement #GoldIRA #Wealth #Investing #AI #AIandML #AINews #AIPodcast #AnalyticsInsight #AnalyticsInsight...