This podcast episode features Savita Subramanian, head of equity and quantitative strategies at Bank of America, who combines quantitative investing with behavioral finance. Savita's expertise sets her apart and the conversation explores her background, career journey, and the importance of indicators and market sentiment in making investment decisions. The section also discusses the scarcity of attributes in the current investing environment and the significance of trend following in investing. Further topics include the sell-side indicator, the importance of human judgment in analyzing market crises, the potential of generative AI in industries, and the importance of cash return and capital discipline. The speakers also discuss the potential impact of fiscal stimulus and inflationary trends on the market, and the podcast concludes with discussions on TV shows, books, and advice for recent college graduates.
