Welcome to Animal Spirits, a show about markets, life, and investing.

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

Michael Batnik and Ben Carlson work for Ritholz Wealth Management.

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions

and do not reflect the opinion of Ritholz wealth management. This podcast is for informational purposes only. not be relied on and the securities discussed in this podcast. I'm sitting here with Corey Hofstein, Chief Investment Officer of the New Found Research.

You Found Research.

New Found Research.

So I have followed you on Twitter for a long time.

I've learned a lot from your writing.

It is impressive. It is robust to use a quantum term. It is prolific. You do this deep dive every single

week? Try to do it every week.

So I had a realization like a few months ago,

and I think we might have spoke about this, but what do you do?

What's your day job?

So New Found research is a quantitative asset management firm. So we work with

intermediaries, financial advisors, institutions, we're a traditional asset

management firm, but what we really specialize in is high conviction tactical asset management.

So from a philosophical perspective,

we believe that the greatest opportunity for differentiation

comes from the asset class level decisions.

And where we take a particular tilt is towards the risk

management side of things. A lot of firms really focus on trying to outperform the market.

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