Our latest AI research tool, hedged or unhedged ETFs & the China risk

Feb 19, 2025

The podcast delves into the transformative role of AI in investment strategies, particularly through new tools like Google’s Notebook LM. There's an insightful discussion on the contrasting performance of Chinese stocks, spotlighting major tech firms and the implications of regulatory changes. The hosts also analyze AI's impact on investment research, emphasizing the need for targeted inquiries to uncover valuable insights. Finally, critical thinking emerges as an essential skill for navigating the evolving landscape of investment analysis.

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INSIGHT

China Stock Risk

Chinese stocks, particularly internet companies, have seen strong performance in Hong Kong.
However, dependence on government favor creates significant risk, as seen with Baidu's exclusion from a recent symposium.

ANECDOTE

Baidu Snub

Baidu's stock dropped after its founder wasn't invited to a business symposium with Xi Jinping.
This highlights the risk of investing in Chinese companies.

ANECDOTE

Jack Ma's Disappearance

Alibaba founder Jack Ma disappeared after criticizing regulators.
He reappeared later, but this incident underscores the uncertain environment.

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There's a huge number of AI tools emerging and we're testing them to see if they can help with different aspects of investing. From filtering, researching, and valuing opportunities to constructing a portfolio and monitoring positions - the impact of AI on investing is going to be profound.

This year, we want to trial as many platforms as possible and share how we think about incorporating them into our process.

In today's episode we trial Google's Notebook LM. Check out Ren's notes.

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