The Book That Eloquently Chronicles the Man Who Solved the Markets

                          

                                                                                  

                                                                                 




 The universe of “business books” is a large and diverse one.

There are exposes of shady businesses and businesspeople – one of the most popular subgenres – books that espouse or criticize some kind of economic ideology, books about markets and their eccentricities, books about business dynasties or the clash of financial titans, and books that “forecast” future trends.

There are likely other subgenres that I’ve missed, and there are books that combine elements from all of the above.

They can all be interesting, entertaining, and/or enlightening. But I’ve found that business books often fall short of the expectations that their advance publicity create.

I read one recently that didn’t. In fact, The Man Who Solved the Markets: How Jim Simons Launched the Quant Revolution, by Gregory Zuckerman, exceeded my expectations.

The title captures the book’s objective: to chronicle the development of “quantitative trading,” trading driven by sophisticated computer algorithms, as practised at Renaissance Technologies Corporation, the firm that was spearheaded by the main character in Zuckerman’s book, Jim Simons.

The book. published in 2019, is heavily character driven.

It starts, after some interest-whetting preliminaries, with a 14-year-old Simons “trying to earn some spending money” at a garden-supply store in Newton, Massachusetts.

The first few chapters are about Simons’ childhood and early adulthood. They depict the origins of his driven personality, his brilliance at mathematics, intense curiosity, and deep-seated interest in money.

Zuckerman tells us about his early academic career in mathematics and his time at a secretive government agency charged with decoding encrypted Soviet intelligence.

He also describes Simons’ first tentative steps into the world of investing, including the early reversals that created his resolve to find a method of investing that left the critical decisions to a machine process and removed the human element.

“I don’t want to have to worry about the market. I want models that will make money as I sleep,” Zuckerman quotes Simon as saying. “A pure system without humans interfering.”

As the book moves into the period when Simons is concentrating his attention on Renaissance, the cast of characters broadens to include the many people – mostly scientists and mathematicians – who joined him in his quest.

Some only aligned themselves temporarily with the quirky and sometimes difficult Simons. Others – notably Robert Mercer – remained and became mainstays at Renaissance as it grew and developed, and eventually became massively successful.

Almost all of them are vividly but succinctly described, with a handful of telling details creating a vivid, nuanced description of their complex personalities.

Collecting all the details Zuckerman deploys in his narrative couldn’t have been easy.

As he notes in the introduction, Simons and his coterie were intensely secretive, believing that widespread knowledge of their trading strategies would empower their rivals and blunt their own effectiveness.

A lot of reporting time must have been spent gathering info on Simons and his colleagues, but Zuckerman uses the information with economy and precision.

Business books sometimes end up feeling bloated and repetitive, with the authors seemingly feeling compelled to include every anecdote, fact, or statistic they uncovered.

Zuckerman, on the other hand, gives us just enough information to understand the personalities and the situations they’re involved in.

The Man Who Solved the Markets is a riveting read and, at 326 pages, doesn’t outlast its welcome.

He also negotiates the technical aspects well, giving enough detail about the theoretical foundations of Renaissance’s trading strategies to make their novelty and significance understandable, but not so much that it slows down the flow of the narrative.

The book’s subject might seem esoteric, but it’s a story whose significance extends beyond the boundaries of “business” and deep into the fabric of our everyday lives.

Simons’ company use of data, algorithms and machine learning in investment anticipated and influenced the spread of the techniques to other aspects of the economy and society.

“Renaissance anticipated a transformation in decision-making almost every business and walk of life,” Zuckerman writes. “More companies are accepting and embracing models that continuously learn from their success and failures.”

Simons and his company were, in essence, pioneers of the emergence of data and algorithms as key factors in many aspects of contemporary life.

Their innovations also created such extreme wealth that it enabled some of the players at Renaissance to have a big impact on politics in the U.S. and elsewhere.

The most notable – and disturbing – example is Robert Mercer, a computer scientist who eventually replaced Simons at the top of Renaissance as co-CEO along with Peter Brown.

Long an exponent of libertarian, anti-statist views, Mercer, along with his daughter Rebekah, played a pivotal role in electing Donald Trump as President of the United States, both financially and tactically.

 “Between the $26 million he had spent on Republican causes, his daughter’s insistence that Trump tap (Steve) Bannon and (Kellyanne) Conway to resuscitate his flailing campaign, and Breitbart News’s unflinching support for the Trump campaign, Bob and Rebekah Mercer were among the most responsible for Trump’s shocking victory,” Zuckerman writes.

Simons, on the other hand, donated to the Democratic Party and spent much on his fortune on philanthropic spending relating to science, mathematics and education.

Ultimately, the public impact of these secretive men and their esoteric, computer-driven approach to investing was enormous.

The broader significance of the story of Simons, Mercer and the innovations that created their enormous wealth and influence, and the compelling way it’s told, combine to make The Man Who Solved the Market and riveting and worthwhile read.

 

 


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