

Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential’
Sep 24, 2024
Ankur Crawford, a senior vice president and portfolio manager at Fred Alger Management, shares her journey from engineering to finance, emphasizing the analytical mindset that shapes her investment strategies. The discussion dives into the transformative impact of AI on productivity and innovation, comparing its disruption to historical technologies like the steam engine. Crawford also examines the complexities of regulating AI, the influence of geopolitical events on market volatility, and the intricacies of growth versus value investing in today’s concentrated market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
From Academia to Investment: The Impact of Engineering on Financial Strategy
02:42 • 4min
Navigating Market Volatility and AI Transformation
06:29 • 17min
Exploring AI's Impact on Productivity and Innovation
23:40 • 2min
Navigating AI Regulation and Investment
25:49 • 9min
Navigating Value Stocks and Market Dynamics
34:52 • 11min
Growth, Value, and Remembrance
45:41 • 5min