Harvard Business Review

APRIL 18, 2016

AlphaGo’s success is emblematic of a broader trend: An explosion of data and advances in algorithms have made technology smarter than ever before. In addition to executing well-defined tasks, technology is starting to address broader, more ambiguous problems. If all you have is a hammer, then everything will look like a nail.

Strategy 8

Strategy Supply Chain Technology Engineering 8

Harvard Business Review

OCTOBER 9, 2015

” On the other side, noted economist and hedge fund adviser Larry Summers cautions that reforming “quarterly capitalism” would risk driving us toward “Japan’s keiretsu system, which insulated corporate management from share price pressure by tying large companies together.” Either explanation is plausible.

Hedge 8

Hedge Short-term Long-term EPS 8

Harvard Business Review

SEPTEMBER 16, 2014

Even in the most hard-nosed of private equity firms or hedge funds you will find that people align with strategies that mean something to them, that they’re passionate about. Private equity or hedge funds through the ‘80s and the ‘90s, exactly the same story. Noble: With family offices, there is this intergenerational play.

Insurance 8

Insurance Bond Hedge Bottom-up 8

Harvard Business Review

APRIL 2, 2014

Shiller hammered away on this point in the ‘80s, and in fact Fama also published some of the same observations. That is, potentially amazing technology if you can only figure out how it works. They tend to be followed by declining prices. He didn’t want a behavioral explanation. Lars is famous for that.

CAPM 8

CAPM Discount Price Finance 8