Vikram Josyula
Portfolio strategist and risk manager specializing in macro regime detection and systematic frameworks, using machine learning and data science to adapt portfolios across changing market conditions.
Best podcasts with Vikram Josyula
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Mar 17, 2026 • 47min
Vikram Josyula: Why Most Macro Investors Are Playing the Wrong Game
Vikram Josyula, a portfolio strategist who uses machine learning and regime-detection to adapt portfolios, discusses detecting regime shifts early and why predicting cycles often fails. He covers rolling correlations, behavioral traps in factor interpretation, crowding and unwind signals, AI as analytic 'jet fuel', and designing portfolios to survive drawdowns.
