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Invest with AI
Brett Caughran and Khe Hy lead a deep dive into AI for investing, joined by guests at the cutting edge of the field. Our goal is to be your Sherpa through a rapidly changing landscape by distilling what's working, what isn't working, and how you can leverage AI in your own process. Follow along as we tackle AI's biggest challenges and opportunities, one episode at a time.
Episodes
10 episodes
From Answer Engines to Work Mechanisms: The AI Inflection on Wall Street
It was never worth an associate's time to strip every KPI out of every CIM that crosses the desk. At $20 of tokens, it is. No guest this week. Brett Caughran and Khe Hy on the work that just became economic, and why the hard part is no longer t...
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Intelligent Alpha CEO: Letting AI Run the Portfolio
Doug Clinton started with one question in late 2022: can ChatGPT beat the S&P 500? The early results were promising enough that he built a company around it. Today he runs Intelligent Alpha, where frontier models do the investment analysis ...
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Daloopa CEO Thomas Li: The Magic Isn’t in the Model
Former Point72 TMT analyst Thomas Li left the buyside to build Daloopa in 2019 with the goal of capturing market share from the data oligopoly of Bloomberg, FactSet and Cap IQ. Last year data consumption on the platform grew over 100x, and it w...
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Hudson Labs CEO Kris Bennatti: Financial AI Still Gets the Numbers Wrong
Kris Bennatti and Hudson Labs are now giving a no-hallucination guarantee, something she says no other financial AI offers. The reason it's rare is the uncomfortable part: her team found state-of-the-art models return the wrong financial number...
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Fable Is Here, But Is It Actually Better? | Invest with AI Vibe Check
Fable just shipped with the promise of being Anthropic’s most capable release yet. However, daily power users Brett Caughran (Fundamental Edge) and Khe Hy (Rad Reads) still can't conclude whether models have gotten meaningfully better in the la...
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Canary CEO/Ex-Tiger Global PM: How Bad AI Is Leaving Alpha on the Table
Joe O'Donnell ran the short book at Tiger Global for almost a decade before leaving to build Canary, an AI intelligence platform now used by some of the largest hedge funds and mutual funds in the world.His take: because so many investo...
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Deploying AI on the Buyside: A 20-Year Engineer's Playbook
What’s the biggest hurdle in deploying AI on the buyside? After 20 years of building software, PragmaNexus Founder Matt Stockton has found that the most difficult challenge is knowing your own process well enough to write it down. As he p...
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Stoic Point Co-Founder: AI is Bringing Back the Lean Hedge Fund
In this episode, Brett Caughran and Khe Hy sit down with Raj Shah, co-founder of Stoic Point and a former partner at Light Street, to get into how a two-person fund can run resourced like a firm ten times its size. Raj makes the case that AI le...
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Implied CEO on the Limits and Capabilities of AI for Investing
Ying Hua left a PM seat at Balyasny to build Implied on a contrarian bet: the big AI labs won't win finance (but it's not for the reason you'd think).She, Brett, and Khe get into where that leaves the analyst, why Claude Code won't repla...
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Investing with AI: From Chatbots to Agents (What Changed for Investors)
Welcome to episode one of Investing with AI Podcast for Financial Analysts.We’ve spent years in investing, and over the past couple years, we’ve been deep in the weeds with AI. Testing tools. Working with firms. Trying to u...
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