Steve Hou
Quantitative researcher at Bloomberg with a PhD in financial economics, known for multi-asset strategy research and analysis of geopolitics and macro investing.
Best podcasts with Steve Hou
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Feb 19, 2026 • 41min
Wall Street MISSED this trade | Steve Hou
Steve Hou, a Bloomberg quantitative researcher with a PhD in financial economics, explains why geopolitics will drive markets in 2026. He breaks down US vs China camp formation, regional winners like Korea and Latin America, and how AI investment maps onto supply chains. He also covers currency effects, managed decoupling, and whether to own both camps or pick a side.
Dec 18, 2025 • 34min
Quant explains how AI radically shifts the economy for investors | Steve Hou, Bloomberg
Steve Hou, a quantitative researcher at Bloomberg with a PhD in financial economics, dives into the transformative effects of AI on the economy. He discusses the K-shaped divergence in labor markets, emphasizing how AI boosts returns for knowledge workers while posing challenges for young professionals. Steve also shares insights on developing a new stock index aimed at capturing companies in fundamental inflection points, highlighting a unique strategy to navigate the evolving financial landscape and the implications for investors.
