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Andrew Milgram

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
1035 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

We tried to load it into Excel.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Excel was like, you got to be joking me.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

So we have a couple of data scientists on staff at MarbleGate, ingested the data into various data systems, and we started to cut it up.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

And what we found, again, there were some immediate insights.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

The one I mentioned earlier, where

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Uber wasn't taking rides.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

They were taking drivers.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

That popped out immediately.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

We also saw some really interesting data in when people were making choices to take Ubers versus taxis.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Every New Yorker has an algorithm in their head, time of day, where am I going?

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

What am I wearing?

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

What's the weather?

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

What do I think the traffic pattern looks like?

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Day of the week.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

With that algorithm, they make a decision.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Am I going to

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Take a taxi, an Uber, a bus, a subway, a private car.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Am I going to drive myself?

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

They are figuring that out real time.

Invest Like the Best with Patrick O'Shaughnessy
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

What popped out really quickly was if you were going to go east-west in Manhattan, you're almost always going to take a taxi.