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Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences

Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences

Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez

October 6, 202339m 27s

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Show Notes

Marty co-founded Aspect Capital, which manages over $8bn in a range of systematic investment solutions. He is the Research Director and oversees the Research Team responsible for generating and analysing fundamental research hypotheses for development of all Aspect's investment programmes. He currently serves on the Board of the National Futures Association and as Chair of the Oxford Physics Development Board. Prior to founding Aspect, Marty was with Adam, Harding and Lueck Limited (AHL), which he co-founded in 1987 with Michael Adam and David Harding. He holds an M.A. in Physics from Oxford University. In the podcast, we talk about importance of testing hypotheses, ChatGPT and LLMs, why trend works as a style and impact on portfolios.

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