The Long View cover image

The Long View

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.
50:51

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Ankur Crawford emphasizes that AI advancements are democratizing computing power, reshaping business models similar to past technological revolutions.
  • Crawford highlights the necessity of distinguishing types of market volatility, urging investors to identify fundamentals rather than react to fear-driven fluctuations.

Deep dives

Unconventional Journey to Investment Management

Ankur Crawford's path to becoming a portfolio manager is uniquely shaped by her diverse upbringing and academic background. Growing up in multiple countries and attending numerous schools, she developed a keen curiosity and questioning mindset. After receiving a PhD in material science from Stanford, she initially pursued a career in engineering at Intel, which cemented her logical and analytical thinking. This foundation later influenced her investment approach, as she embraced finance driven by her intrinsic interest rather than external recruitment.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner