Steve Hou
Senior quant researcher on the Bloomberg Indices team focused on systematic index strategies and macro-driven equity analysis; author of the Reformers Index and commentator on structural inflation forces.
Best podcasts with Steve Hou
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27 snips
Dec 20, 2025 • 1h 7min
From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation
In this discussion, Steve Hou, a Senior Quant Researcher at Bloomberg Indices, delves into the structural forces driving inflation, highlighting decarbonization, demographic aging, and deglobalization. He introduces the Reformers Index, a unique strategy aimed at identifying companies transitioning from 'bad to less bad,' like Uber and Palantir. Hou explores the implications of Baumol's Disease on costs for middle-class families and challenges traditional investment approaches, emphasizing how systematic fundamental momentum can lead to impressive market outperformance.
Mar 11, 2026 • 1h 9min
Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Kai Wu, founder and CIO at Sparkline Capital with a quant investing background. Steve Hou, a Bloomberg quant researcher formerly at AQR with a PhD in economics. They unpack the AI stack: chips, compute, models, and software. They discuss surging compute demand, model commoditization versus orchestration, energy and supply constraints, and which industries are most exposed to automation.
