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Jan Szilagyi

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54

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2026-04-15

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2026-04-15

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1. “Well, I mean, I think that when he and I talked about this, I think he was quite clear that he didn't think that that was going to be value additive to my career in the hedge fund space. I think I recognize that at the time, I think I was very much thinking this is almost like an itch that I needed to scratch. In hindsight, while it was not that useful at the time, it did prove to be more useful just insofar as then thinking about how to systematize some of the things that we were doing and ultimately how reflexivity came to be. But yes, at the time, that was not a way to further your career, especially not in a global macro hedge fund.”

   2026-04-15 · Forward Guidance · How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi · IDENTIFIED FROM THE TRANSCRIPT

2. “Unrestrained insofar as the Ossid class and the type of trade structure that you put on. I spent a number of years there. I took about two and a half years off to do a PhD in quanteness at Harvard, came back, stayed with Stan for a number of years after that, and then eventually moved over to manage global macro portfolios at Fortress alongside Mike Novogratz, who eventually went into the cryptocurrency land. All of these experiences ultimately culminated into what is reflexivity, but I'll talk about more about that later.”

   2026-04-15 · Forward Guidance · How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi · IDENTIFIED FROM THE TRANSCRIPT

3. “Yeah, of course, happy to. Well, first of all, again, thanks for having me on the show. My path into hedge funds specifically was really a little bit accidental. I knew that I liked finance, but when I was in my final year at university, so I did a degree in math at Yale. And through that ended up getting connected to Stanley Druckenmiller. And that basically one conversation led to a job sitting alongside him and really learning how to manage global macro portfolios. And I found that to be an incredibly interesting career path in part because it allowed you to ask extremely, extremely topical questions that had to do with geopolitics, economics. They really span the gamut and then try to figure out what that might mean for a variety of different assets. So again, you felt in some way very”

   2026-04-15 · Forward Guidance · How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi · IDENTIFIED FROM THE TRANSCRIPT

4. “This was a technology that could go a long way towards helping us truly extract insights from the data on a scale that was never possible before. You'll be asking questions that previously you would have dismissed because you thought this is so outlandish. I'm not going to waste my endless time on this. But now you can because before your coffee is cold, you already have the answer that the system is actively helping investors with the unknown unknowns. And that's where a lot of the anxiety for investors comes from. It's undeniable that there are some huge productivity dividends that I think are already here and more coming down the line. There is going to be a huge amount of resources that are going to be required for this boom to basically be sustained.”

   2026-04-15 · Forward Guidance · How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi · IDENTIFIED FROM THE TRANSCRIPT