Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
18 Mar 2024 Acquired Renaissance Technologies
“I think we can rule out scale economies for sure. If anything, there are anti scale economies here.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 18 Mar 2024
- Publisher
- Acquired
- Episode
- Renaissance Technologies
Transcript context
…And people are looking for alt data everywhere. The bridgewaters of the world are paying gobs of money for things that you would never dream could possibly have an effect on the stock market, yet they’re paying billions or tens of millions or hundreds of millions of dollars for it. I think we can rule out scale economies for sure. If anything, there are anti scale economies here. Oh yes. There’s totally economies of scale. Your strategy stop working when you get too much AUM.…
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