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But we saved everything 🙂.
Brett Caughran highlighted a conversation with Thomas Li from Daloopa about the development of high quality data sets designed for investment agents.
Caughran described Li as one of the most thoughtful individuals in this area, emphasizing the importance of robust data for financial decision-making.
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Caughran has previously compared SALP’s portfolio tactics to Archegos, citing reported 400 percent gross leverage and concentrated, illiquid positions in a recent analysis (read more). He has also commented on the use of large language models to codify investor judgment, referencing research from Bridgwater and Thinking Machines (full article). These topics reflect his focus on data-driven approaches in investment management.