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Longriver Podcast
Graham Rhodes
29 episodes
1 week ago
Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
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Investing
Business
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All content for Longriver Podcast is the property of Graham Rhodes and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
Show more...
Investing
Business
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Daan Steenkamp - A More Robust Forecast
Longriver Podcast
42 minutes 5 seconds
3 years ago
Daan Steenkamp - A More Robust Forecast

My guest today is Dr. Daan Steenkamp, CEO of startup Codera Analytics and formerly Lead Economist and Head of the Research Unit at the South African Reserve Bank.  We tackle two big topics: 1) the difference between demand- and supply-side shocks to the economy; why central banks were slow to recognise inflation; and what it may take to re-anchor inflation expectations; and 2) how Codera is applying automation and machine learning tools from software development to economic forecasting; the difference between traditional economic models and machine learning models; and the importance of narrative in economic forecasting.  You can follow Daan @daan_steenkamp or via the Codera blog.

Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involves risk. This podcast is for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.

Longriver Podcast
Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.