Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation - Meb Faber Research - Stock Market and Investing Blog
Shifting AI market signals: from visionary hype to disciplined capital allocation, with bold predictions on Anthropic and Amazon.
TRANSCRIPT
I think that is flipping. I think markets are now more excited about the people who, as you say, come out as the adult in the room, who say, here is our responsible plan for how we're going to manage the balance sheet and spend the cash that we have on data centers and AI over the next few years.
And I think that is going to be the bullish signal,
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How AI can transform hedge fund workflows, scaling analysts with autonomous agents instead of cutting jobs, to find more investments.
TRANSCRIPT
And like my belief and something that I spent a lot of my time on is how do we use AI internally? And how do we build a workforce and reimagine the workflows, especially in a space where like, As you know, most financial service companies, whether it's a hedge fund or a bank, are the last guys to adopt tech.
And so we think that there's a
... See moreBen Carlson's 'The Most Volatile Decade' on 6/22/25 was pretty interesting; he captures the month of March 2025 when all but one of the 22 trading days were > +/- 1%;
In ancient Greek myth, the gods punish King Sisyphus for his arrogance by sentencing him to push an enormous boulder