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PodMine

Steve Ho

Matches in: Person
1 episode
Dec 20, 2025• Monetary Matters with Jack Farley

From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation

Steve Hou discusses his Bloomberg Indices "Reformers Index" strategy, which systematically identifies and invests in companies experiencing fundamental improvement, demonstrating how stocks moving from "bad to less bad" can potentially outperform traditional market indices.

1:07:03