HarmoniQ Insights

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June 2025

Making Sense of the Macro: Systematic Investing in an Era of Uncertainty
How quantitative frameworks and adaptive strategies help investors navigate yield curve shifts, geopolitical tensions, and market volatility
 • 
Mark Connors
, 
New Barbarians Podcast
, and 
HarmoniQ Insights
Bitcoin vs. Treasuries: The "Safe Asset" Illusion | New Barbarians Podcast Clip
👉 "If I take the energy of my efforts and earnings and put that into Bitcoin — that’s a lot less risky than buying treasuries"
 • 
HarmoniQ Insights
 and 
Mark Connors
0:46

May 2025

April 2025

February 2025

Ethereum Deep Dive: L2 Scaling, Competition, and TradFi Integration
Introduction
 • 
Christopher Rosa
Understanding LLM Biases in Quantitative Research
From Lunch Conversation to Framework
 • 
HarmoniQ Insights
1
The Evolution of Portfolio Management: Bridging Traditional Models and Machine Learning
Bridging Markowitz to Machine Learning: How quantitative portfolio management is evolving beyond traditional boundaries. 🚀📊
 • 
HarmoniQ Insights
1

January 2025

The Trump Transition Trade: Q1 2025 AI-Designed Tactical Alpha Capture ETF Portfolio
Tug of War between the fiscal headwinds of Debt, Deficits and Demographics and the Promise of Trump Policy
 • 
HarmoniQ Insights
1
2025 High Conviction Short: Microchip Technology Inc. (MCHP)
Disclaimer - You Missed the Chance to receive the idea that is NOT investment advice!
 • 
HarmoniQ Insights
2025 Global Asset Allocation Wall Street Alpha Capture Outlook
Resilience Amid Uncertainty
 • 
HarmoniQ Insights
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