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cover of episode 148: Moneyball and markets: using data to improve the investment process

148: Moneyball and markets: using data to improve the investment process

2021/6/17
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

In the book and film Moneyball, Michael Lewis showed how data analysis helped a baseball team uncover hidden talent. This has obvious lessons for investors – not least for value investors – but in this episode of LGIM Talks, our Head of Asset Allocation Emiel van den Heiligenberg takes a different perspective. He explains how data helps him analyse the performance of his team, shares his assessment of their track record, and faces some of our fastball questions on topics like Bitcoin and inflation.