Как вычислить инсайд ДО новости? Неожиданная стратегия по объёмам рынка - Мурад Агаев

Speaker: Murad Agayev - "The Harmful Investor" Is it possible to spot preparations for a major corporate deal even before the official news release? In this presentation, Murad Agayev demonstrates how analyzing abnormal trading volumes can help identify unusual market activity. Real-life cases from VTB, SFI, Raspadskaya, Samolet, Eurotrans, and other companies are examined, and the capabilities of Python and artificial intelligence for processing large amounts of exchange data, as well as the limitations of this approach, are discussed. You will learn: • How to look for abnormal volumes; • Why inside information often leaves traces on charts; • Which stocks are best suited for this type of analysis; • Where statistics end and risk begins; • Why corporate governance is sometimes more important than any market signals. Tickets for the SmartLab conference in Moscow on October 31st go on sale July 16th! Get a 20% discount with promo code MSK26! https://confa.smart-lab.ru/ All conference news and ticket giveaways here: https://t.me/smartlab_conf Speaker presentations, free lectures on investing, and other bonuses here: t.me/mozgovikbot 00:00 Introduction: Is it possible to see inside information without inside information? 00:54 Why volumes reveal important events 02:12 The insider trading law and why it doesn't always work 03:40 The Raspadskaya case: abnormal volumes before the news 06:58 The SFI deal and the volume signal 08:53 VTB: Did the market find out before the official information? 11:13 Methodology for Finding Abnormal Volumes 14:42 What Conclusions Can Be Drawn from Volumes 15:29 History of Kenin's Assets and Closed-End Mutual Funds 16:26 Why Majority Shareholders Can Unexpectedly Exit Stocks 17:25 Samolet Shares: Are They Really Severely Undervalued? 18:24 Volume-Based Trading Strategy and Its Results 19:22 Why Doesn't the Central Bank Monitor the Actions of Major Shareholders? 21:18 Who's Driving the Russian Market Today 23:41 How to Distinguish Insider Trading from a Regular Pump 24:59 Why DOM.RF is an Example of a Healthy Issuer 27:08 Insider Trading or Corporate Governance: Which is More Important? 28:31 Will the Market Defeat Insider Trading? #stocks #trading