In this episode, I sit down with the mind behind Compound With AI, the French investor who has built the most-followed account at the intersection of artificial intelligence and investing – now past 61,000 subscribers, ahead of even Aswath Damodaran, the “Dean of Valuation.” Wow! We trace his path from finance to becoming a go-to voice on putting AI to work in real investment research, and unpack how he carved out such a distinctive niche.
A quick note before you dive in: we recorded this one over video, and at a few points (mainly towards the end) minor connection issues crept in, causing some short cutoffs in the audio. Apologies for the occasional rough patch – the conversation and ideas more than hold up, and I didn’t want a few dropped seconds to keep this one from reaching you.
The heart of the conversation is practical. We walk through a typical research day and where AI actually fits, from idea generation to final conviction – which parts of the process he’s fully automated, which are AI-assisted, and which he deliberately keeps manual. He breaks down the tools he’s most proud of, automating corporate filings, and how genuinely accessible all of this has become for non-technical investors. We also get tactical on prompting: what separates a great investing prompt from a mediocre one, etc., etc.
We close on the harder questions. Where does AI still fall short for serious investment work – hallucinations, bad sourcing, made-up numbers? Can these models do real second- and third-order thinking, or are they pattern-matching plausible reasoning?
If you want to start using AI seriously in your own process, listening to this episode is a must, I believe.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.compoundwithrene.com
