Will the Risk On Party Continue? | Chris Carrano on The Quantitative Factors Driving Markets

from Monetary Matters with Jack Farley · host Jack Farley

There are always many narratives about what drives markets higher or lower but increasingly investors are turning to quantitative measures like style factors to decouple the signal from the noise and pinpoint what is actually behind major market moves. In this interview, Chris Carrano VP of Strategic Research at Venn by Two Sigma breaks down the orthogonal market factors that drove asset prices in 2024 and what is driving them so far in 2025. He also examines key moments like the post Trump rally in November, December’s equity market wobble post FOMC, and the recent reaction to cooling CPI data. Filmed on January 17, 2025. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Venn by Two Sigma on Twitter https://x.com/VennTwoSigma Read the Venn by Two Sigma Blog: https://www.venn.twosigma.com/insights

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This episode is 1 hour and 19 minutes long.

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This episode was published on January 19, 2025.

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