Investors are currently obsessed with AI’s potential in almost every sector, but for investors, the stakes are uniquely high. Is this technology going to turn the stock market into a perfectly efficient machine where “alpha” goes to die, or is it actually creating more chaos for the rest of us, the stock pickers, to exploit?
In my latest video, I dive into this tension. Inspired by a recent Goldman Sachs podcast featuring their quant team, I explore the widening gap between how machines “price” assets and how long-term value is actually built.
The big question I want to pose to you: Is AI making markets more efficient, or is it just making them more reactive?
I’ve shared my full thoughts in the video, but I’d love to hear your take in the comments – are you finding AI to be a net positive for your strategy, or is it just adding noise?
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
Podden och tillhörande omslagsbild på den här sidan tillhör
René Sellmann. Innehållet i podden är skapat av René Sellmann och inte av,
eller tillsammans med, Poddtoppen.
