EvarInvest AM: ML & AI

Learn how macroeconomic data and ML drive investment decisions, with insights into research-to-portfolio loops, the Ex Machina strategy, and internal LLM/agent applications.

Macroeconomic data ML-based strategy design Ex Machina strategy LLM AI agents

Overview

A talk on using macroeconomic data and ML as primary decision inputs in an investment process, with feedback from the research-to-portfolio pipeline, the Ex Machina strategy, and internal use of LLMs/agents.

Tech stack