Good News: Marko Kolanovic Still Sounds Pretty Bullish
When last we checked in on JPMorgan's Marko Kolanovic, he was doing whatever the "Gandalf" version of a victory lap is after redeeming himself from a rather un-wizard-like call.
On February 1, Kolanovic suggested that an avalanche of forced deleveraging from the systematic crowd was unlikely despite recent market volatility. Here's the quote:
Consistent with our previous research, we think that the move was not large enough to trigger broad deleveraging. Equity price momentum is positive and tr
What are Kolanovic’s successful calls in the past?
good question.
i bet he has been very successful.
Just like most quant forecasters, close to zero. A lot of air and words for nothing.
is that right? you sure about that?
“type it in, Google’s your friend brah.”
Kolanovic is one of the brightest out there, he deeply understands AI/ML and the best methods with which one can apply these to finance. He has a PhD or two, quite a bright guy. My only question is: why hasn’t he dodged JPM for Two Sigma or Point72?? The guy is brilliant.
Nice work, thank you!