Academic Signal
We decode finance research into plain English to surface ideas that matter to professional investors.
Welcome to Academic Signal, where we decode finance research into plain English to surface ideas that matter to professional investors.
In this week’s special report: 1. Train Your Models on P&L, Not Prediction Accuracy 2. Companies getting the best loan terms are actually more likely to go bankrupt! 3. Price-weighted diversification beats market-cap weighted? 🤔
New Columbia research reveals that textbook Kelly formulas systematically overestimate optimal position sizes when you account for actual market behavior
First comprehensive study of wealthy individuals' PE performance reveals surprising results and identifies the real performance driver.
Actionable insights from academic research, this week: How AI-powered replication is pushing the hedge fund industry to evolve
Actionable insights from academic research, this week: How are hedge funds using AI to generate alpha?
Actionable insights from academic research, this week: How to quantify and trade bubbles profitably
