Person · appeared on 14 episodes
Investor and finance educator who has worked as a fundamental long-short equity investor, founded Fundamental Edge, and teaches finance at Arizona State University; host of the Invest with AI podcast focused on fundamental investing and AI.
Invest with AI · 6 Nov · host
Invest with AI · 4 Nov · host
Invest with AI · 30 Oct · host
Invest with AI · 9 Oct · host
Invest with AI · 21 Aug · host
Invest with AI · 14 Aug · host
Invest with AI · 7 Aug · host
Invest with AI · 24 Jul · host
Invest with AI · 17 Jul · host
Invest with AI · 10 Jul · host
Invest with AI · 3 Jul · host
Invest with AI · 26 Jun · host
Invest with AI · 19 Jun · host
Invest with AI · 12 Jun · host
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Invest with AI· 6 Nov
Brett Caughran says the trend on a log scale has been pretty linear so far and that Dario Amodei has probably been more right than wrong on the timing of some of these things, which he finds a little terrifying.Invest with AI· 4 Nov
Brett Caughran says Fundamental Edge will continue to operate on the training side uninterrupted.Invest with AI· 30 Oct
Brett Caughran says at least three-quarters of the work he did as a junior analyst in 2008 can now be done with a touch of a button.Invest with AI· 9 Oct
Brett Caughran says among 100 people at a firm, five early adopters need to spread AI use to the other 95.Invest with AI· 21 Aug
Brett Caughran says three pillars, improved foundation models, open source economics and connectivity, make the current moment an inflection point for Wall Street AI.