David Rosenthal: belief

Transcript context

…There’s not much to it other than a huge amount of InfiniBand was used by high frequency trading firms. I don’t know for sure, but I think Mellanox built their business on quant finance. That’s one of many examples. Now you know that has limits, but I think it goes overlooked that there’s a lot of technology innovation here. These are all great points they all came up in the research. I totally agree with all of them. It is, in my opinion, false to say that quantitative finance does not create value for the world. It definitely does in my opinion. But does it create anywhere near as much as it captures?…

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