Other People's Money with Max Wiethe How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
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Sep 3, 2025 Join Brett Caughran, founder of the buyside training academy Fundamental Edge, and David Plon, CEO of Portrait Analytics, as they dissect the AI revolution in the investment world. Discover how AI is transforming decision-making and influencing the roles of portfolio managers and analysts. They explore the current state of AI adoption among hedge funds and the importance of clear communication when using AI tools. With insights on the challenges and opportunities AI presents, this conversation is vital for anyone in finance.
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AI Shifted From Toy To Core Research Tool
- AI has moved from toy to indispensable research tool as foundation models and finance-tuned models improved rapidly.
- Brett expects these tools to become as ubiquitous as Excel for qualitative investment work.
Portrait's Origin And Inflection Points
- David traced Portrait's origin to ideas seen during business school and the Transformer era around 2017.
- He witnessed incremental inflection points culminating in big utility jumps with ChatGPT and O3 deep research releases.
Match Tool To Task
- Use general-purpose LLMs for quick primers and synthesis to get up to speed on companies and industries.
- Use specialized platforms like Portrait when you need orchestration, better data access, or idea-generation at scale.