Invest with AI

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 investors are misusing AI, there’s more alpha available today than there has been in a long time. He, Brett, and Khe get into the 20+ page investment reports his age...

 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 puts it, that’s 80% of the work. He, Brett, and Khe get into the shift from "single-player" AI (one person, one laptop) to "multiplayer" AI ac...

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 lets a lean, concentrated fund compete with much larger teams and argues he's more worried about AI replacing him than the junior analysts everyone else...

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 replace your data team, and the one part of the job she's convinced stays human.  Timestamps: [00:00] Intro  [00:45] — She Left a Balyasny PM...

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 understand what matters versus what’s just noise. For a while, most of it didn’t feel that useful but that’s starting to change rapidly.  In this episode, we talk through what’s...