Michael Recce: The goldilocks approach to neuroscience, AI and investing

Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops.

I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving into specific companies and industries and how these sets allow us to look at the world in a richer and more immediate fashion than ever before.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activitiy should be undertaken without first seeking qualified and professional advice.

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Mega themes, mega companies: The trillion-dollar thesis

Mega themes, mega companies: The trillion-dollar thesis

The world's largest companies aren't just dominant because of their size - they're also the primary vehicles for the structural themes reshaping economies, from artificial intelligence to cyber security and defence.

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