i3 Insights – Market Fox: The Beginning

My interview with Wouter Klijn for i3 Insights:

In April this year, i3 Insights teamed up with Daniel Grioli, a former investment strategy and asset allocation portfolio manager at Australian pension fund LUCRF and editor of the investment blog MarketFox, for a new column, addressing strategic issues in institutional investing. Now, six months into the collaboration, we caught up with Grioli to hear how his blog came into existence and what he has been working on since leaving LUCRF.

MarketFox came into existence in 2014, initially as a way for Grioli to make sense of all the information and ideas he encountered during his work and studies in relation to investment markets.

“MarketFox started in late 2014 mainly at the instigation of a couple of my friends, who were pushing me to write down my ideas,” he says.

“In this industry, we come across a lot of good ideas or interesting avenues of research that you might not be able to use directly at work.

“So this is a good way to bring some structure to all of these ideas. It is also quite cathartic to do this.”

The name of the blog is a reference to a quote from Greek warrior poet Archilochus: “The fox knows many things; the hedgehog one great thing.”

The phrase has been reinterpreted many times over the centuries, but Grioli explains it was political science writer Philip Tetlock’s application of the phrase to political forecasters that inspired the blog’s name.

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