Jay Matthews

On Hiring: look for these 4 qualities, the rest can be taught

1. Very deep love for learning: love learning and will do it for free, being intellectually curious


2. Incredible work ethic: can test for this


3. Investing is an EQ business not an IQ business, about mental flexibility: persistence and grit: beaten down and pucked in the face, seen hardship, come

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The choice, then, is not whether to build models; it's whether to build explicit ones. In explicit models, assumptions are laid out in detail, so we can study exactly what they entail. On these assumptions, this sort of thing happens. When you alter the assumptions that is what happens. By writing explicit models, you let others replicate your... See more

As I said, to put our faith in tangible goals would seem to be, at best, unwise. So we do not strive to be firemen, we do not strive to be bankers, nor policemen, nor doctors. WE STRIVE TO BE OURSELVES.

We have been living a myth. We have constructed a dream. We have cajoled and seduced ourselves into believing we are the center of all things; with plants and other sentient beings from ants to lizards to coyotes and grizzly bears, remaining subservient to our whims, desires, and needs. This is a lethal lie that will be seen by future generations... See more

Opportunities:

1. Quants-as-a-service companies


2. Talent identification 


3. Dedicated funds employing this strategy 


4. Artificial Intelligence at the table model

Participant interview: I felt like my life was very directed in one way, but when I came here and communicated with everyone else and heard their ideas and their ways of thinking, I found there was more that I could offer. In a way, I have different paths going off my tree, with more branches and that kind of thing.

We are anxious. We are scared. There is no place to run. There is no place to hide. There is only our love and grief to hold us in the terror of all we are seeing, sensing, denying. We can’t touch the source of our despair because we can’t touch each other. And so we retreat inside when everything outside is screaming. We are sitting in rooms... See more