In this episode, we delve into the concept of ‘alpha,’ a crucial driver behind investment decisions impacting trillions of dollars daily. Join us as we explore the practical definition of alpha, uncover where to find it, and discuss why its scarcity poses challenges for both small and large investors. Our guest, Dr. Misha Malyshev—CEO and CIO of Teza Technologies and a seasoned quantitative investor—brings unparalleled insights to the table. Misha’s expertise provides a deep understanding of the complexities surrounding alpha, making this episode a must-listen.

In this episode, we explore the dynamic world of multistrategy hedge funds, currently a hot topic in the investment community. We discuss the recent boom, the intense competition for top financial talent reminiscent of the early 2000s' trading desks, and the implications of what some are calling a talent bubble. Join us as Sam Wisnia, Deputy CIO of Eisler Capital, shares expert insights on these developments in the hedge fund industry.

Is traditional stock picking dead? Not quite! There are still untapped opportunities for alpha, but you’ll need to venture off the beaten path. One such place is South Africa, a market with a robust financial system that is primed for alpha generation. However, it has seen declining foreign interest in its stocks for nearly a decade. Current challenges include high unemployment, unresolved electricity crises, and an upcoming election, keeping investors wary. In this episode, I’m joined by Murray Winckler to explore why South Africa remains a promising venue for hedge fund strategies. We delve into the country’s economic conditions and market prospects, discussing what makes it a compelling choice for investors.