The Fund AI Pod

Iain Carey
  • 5.0 (2)
  • Entrepreneurship
  • Updated Weekly

The Fund AI Pod is a weekly (each Wednesday) podcast and video about AI usage in the asset management and funds industry. Each episode interviews a funds professional to learn how they or their firm are using AI in real, practical examples. The goal is to inspire others in the funds industry to increase their AI adoption.

  1. 3d ago

    EP28: Proxy Voting Is Always On: Pennant’s Ryan Nowicki Stewart on AI-Native Proxy Voting

    𝑭𝒊𝒗𝒆 𝒇𝒓𝒐𝒏𝒕𝒊𝒆𝒓 𝒎𝒐𝒅𝒆𝒍𝒔. 𝑨 𝒕𝒉𝒓𝒆𝒆 𝒕𝒐 𝒕𝒘𝒐 𝒔𝒑𝒍𝒊𝒕 𝒐𝒏 𝒕𝒉𝒆 𝒔𝒂𝒎𝒆 𝒑𝒓𝒐𝒙𝒚 𝒗𝒐𝒕𝒆. Host Iain Carey sat down with Ryan Nowicki Stewart, on the latest episode of The Fund AI Pod. Ryan is CEO and Co-Founder at Pennant, an AI-native platform building the world model for corporate governance, serving institutional investors, public companies and corporate advisors. We got into why proxy voting tooling has not kept pace with public markets, how Pennant matches different frontier models to hand-built evals for each extraction task, what a summer at Y Combinator and the Palantir Startup Fellowship taught two former BlackRock analysts about the forward deployed engineer model, and why the same governance question can split five leading models three to two. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Ryan Nowicki Steward): https://www.linkedin.com/in/ryan-nowicki-stewart/ Guest's Firm (Pennant): https://www.linkedin.com/company/pennant-ai/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 www.menosai.com - Central Intelligence for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out 6th November 2026. Episode Chapters 00:00 Intro to Ryan Nowicki Stewart and Pennant 05:41 Proxy voting overview and scope for AI 09:14 Pennant's client journey 15:19 Model orchestration approach 18:02 Document ingestion 21:39 Y Combinator summer cohort experience 27:43 Palantir Startup Fellowship and FDE model 32:51 Benchmarking model output 37:58 The future of corporate governance and contact details

    EP28: Proxy Voting Is Always On: Pennant’s Ryan Nowicki Stewart on AI-Native Proxy Voting

  2. Oct 7

    EP27: Evan Fire | COO at $80B+ Asset Manager

    𝑨 𝑪𝑶𝑶 𝒃𝒖𝒊𝒍𝒕 𝒉𝒊𝒎𝒔𝒆𝒍𝒇 𝒂 𝑺𝒆𝒄𝒐𝒏𝒅 𝑩𝒓𝒂𝒊𝒏. 𝑾𝒉𝒚 𝒄𝒐𝒏𝒕𝒆𝒙𝒕 𝒊𝒔 𝒏𝒐𝒘 𝒕𝒉𝒆 𝒅𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒕𝒊𝒂𝒕𝒐𝒓! Host Iain Carey sat down with Evan Fire, on the latest episode of The Fund AI Pod. Evan is Chief Operating Officer at an $80B+ AUM equity asset manager, where he has spent over 23 years building out operations, technology, and cybersecurity. In this episode, we discuss the difference between chatting with AI and building a true second brain, why the context layer matters more than the model layer, what happens when AI crosses into digital persona territory, and how his firm’s hub-and-spoke AI program is turning individual experimentation into enterprise capability. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Evan Fire): https://www.linkedin.com/in/evankfire/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 www.menosai.com - Central Intelligence for the Buyside. www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out 6th November 2026. 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 𝐑𝐞𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 Andrej Karpathy's Second Brain GitHub: https://gist.github.com/karpathy/442a6bf555914893e9891c11519de94f Set-Up Guide: https://aimaker.substack.com/p/llm-wiki-obsidian-knowledge-base-andrej-karphaty Episode Chapters 00:21 Intro to Evan Fire 04:19 AI's Role in Asset Management 07:03 Defining a Digital Worker 12:32 The Importance of the Context Layer 14:59 Building a Second Brain 28:29 Approach to Building Organizational Context 33:49 AI Adoption within the Workforce 41:40 Takeaway Message

  3. Sep 23

    EP26: Dr Deirdre Bane, PhD | Deputy Dean at IOB

    𝑨𝑰 𝒍𝒊𝒕𝒆𝒓𝒂𝒄𝒚 𝒊𝒔 𝒏𝒐𝒕 𝒂𝒏 𝒆𝒏𝒈𝒊𝒏𝒆𝒆𝒓𝒊𝒏𝒈 𝒔𝒌𝒊𝒍𝒍. 𝑰𝒕'𝒔 𝒂 𝒋𝒖𝒅𝒈𝒎𝒆𝒏𝒕 𝒔𝒌𝒊𝒍𝒍! Host Iain Carey sat down with Dr. Deirdre Bane, PhD, on the latest episode of The Fund AI Pod. Deirdre is Deputy Dean at IOB, a recognised college of UCD and Ireland's centre of excellence in financial services education, serving 32,000+ members. In this episode, we discuss why governance needs to keep pace with capability, what it means to treat AI literacy as a professional habit rather than a checkbox, and the analogy that reframed how I think about the real return on AI skills investment. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Dr Deirdre Bane): https://www.linkedin.com/in/deirdrebane/ Guest's Firm (IOB): https://www.linkedin.com/school/ioblearn/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 www.menosai.com - Central Intelligence for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out 6th November 2026. 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 𝐑𝐞𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 IOB Courses: https://iob.ie/programme/ai-organisational-design https://iob.ie/programme/ai-models https://iob.ie/programme/ai-management https://iob.ie/programme/ai-fundamentals NFQ Grid: https://www.qqi.ie/sites/default/files/2022-09/NFQ%20Grid%20Level%20Indicators.pdf McKinsey Report: https://www.mckinsey.com/~/media/mckinsey/business%20functions/quantumblack/our%20insights/the%20state%20of%20ai/november%202025/the-state-of-ai-2025-agents-innovation_cmyk-v1.pdf Episode chapters: 00:00 Introduction to Dr Deirdre Bane & IOB 09:00 Defining AI literacy 13:31 AI and the Knowledge Layer 19:26 Starting Education with Responsible AI 24:42 Societies Different Roles in Driving AI Literacy 31:49 Unintended Consequences of AI Efficiency 35:17 Staying Current in the Fast Paced AI World 38:40 Learn More about IOB and AI Courses

  4. Sep 9

    EP25: Shiven Moodley | Serial Entrepreneur & Founder at Novaque

    𝑩𝒖𝒊𝒍𝒕 3 𝒄𝒐𝒎𝒑𝒂𝒏𝒊𝒆𝒔, #101 𝒈𝒍𝒐𝒃𝒂𝒍 𝒄𝒓𝒚𝒑𝒕𝒐 𝒓𝒆𝒔𝒆𝒂𝒓𝒄𝒉, 𝒔𝒉𝒊𝒑𝒔 𝑴𝑽𝑷𝒔 𝒐𝒗𝒆𝒓 𝒂 𝒘𝒆𝒆𝒌𝒆𝒏𝒅! In this week's episode of The Fund AI Pod, host Iain Carey speaks with Shiven Moodley - former corporate treasurer, entrepreneur, and founder of Veya (behavioral intelligence for wealth managers), Novaque (consulting), and Cartlify (African WhatsApp commerce platform). Here’s what stood out: 🎯 𝐀 𝐰𝐞𝐚𝐭𝐡𝐞𝐫 𝐡𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝, 𝐛𝐮𝐢𝐥𝐭 𝐢𝐧 𝐚 𝐰𝐞𝐞𝐤𝐞𝐧𝐝 Shiven used AI, textbooks, and his open-source build pack to go from zero domain knowledge to working weather-derivative trading infrastructure in a single weekend. 🎯 “𝐓𝐰𝐨 𝐢𝐝𝐢𝐨𝐭𝐬 𝐭𝐚𝐥𝐤𝐢𝐧𝐠 𝐭𝐨 𝐨𝐧𝐞 𝐚𝐧𝐨𝐭𝐡𝐞𝐫” If a product person uses AI to write code and a reviewer uses AI to check it, nobody’s actually reviewing. One engineer needed to fix one line, Codex wrote a thousand new ones instead. 🎯 𝐍𝐨𝐭 𝐚 𝐰𝐫𝐚𝐩𝐩𝐞𝐫, 𝐫𝐞𝐚𝐥 𝐦𝐚𝐭𝐡 𝐮𝐧𝐝𝐞𝐫𝐧𝐞𝐚𝐭𝐡 Veya runs financial mathematics on raw client data. The LLM only translates results into plain language. The models do the work whilst the language model does the explaining. 🎯 𝟕 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 𝐟𝐫𝐨𝐦 𝐢𝐝𝐞𝐚 𝐭𝐨 𝐌𝐕𝐏 (𝐨𝐩𝐞𝐧 𝐬𝐨𝐮𝐫𝐜𝐞)Shiven open-sourced his Technology Build Pack: structured docs that take you from idea to first MVP. Plugs directly into Codex or any AI coding tool. Available on his GitHub. 🎯 “𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐞 𝐚𝐧𝐬𝐰𝐞𝐫” Enterprise has treated Microsoft Copilot as the AI strategy. It solves a problem but not the specific, value-creating one most firms need solved. 🎯 𝐆𝐞𝐧 𝐙 𝐢𝐬 𝐚𝐬𝐤𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐜𝐫𝐲𝐩𝐭𝐨 Younger clients are walking into wealth meetings asking about digital assets. Corporate treasuries are adding Bitcoin and stablecoins to balance sheets. Wealth planning needs to catch up. Shiven builds at the intersection of finance, AI, and digital assets. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com Sign up to a monthly email newsletter – 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐁𝐫𝐢𝐞𝐟 – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Shiven Moodley): https://www.linkedin.com/in/shiven-moodley-cmsa%C2%AE-fmva%C2%AE-80800b84/ Guest's Firm (Novaque): https://www.linkedin.com/company/novaque-co/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Additional Information www.menosai.com - Central Intelligence for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out 6th November 2026. Episode Chapters 00:00 Intro to Shiven Moodley 01:53 Multiple Business Enterprises 04:37 From Treasury Beginnings to Technology 06:46 Digital Assets and Treasury Optimization 09:48 Wealth Management & Behavioural Science 20:14 Novaque: Consulting for FinTech, Digital Assets and Product 23:16 Tokenization in Finance 28:13 Using AI for Tech Build Pack 35:17 The Future of AI and Financial Innovation 37:42 Tech and AI Learning Resources + Shiven Contact Details

  5. Sep 2

    EP24: Davide Martucci | CEO & Co-Founder Next Gate Tech

    𝑪𝒍𝒆𝒗𝒆𝒓 𝒂𝒈𝒆𝒏𝒕𝒔 𝒔𝒉𝒐𝒖𝒍𝒅 𝒉𝒂𝒗𝒆 𝒔𝒌𝒊𝒍𝒍𝒔 𝒂𝒏𝒅 𝒕𝒐𝒐𝒍𝒔 𝒕𝒐 𝒃𝒖𝒊𝒍𝒅 𝒅𝒆𝒕𝒆𝒓𝒎𝒊𝒏𝒊𝒔𝒕𝒊𝒄 𝒐𝒖𝒕𝒑𝒖𝒕! In this week's episode of The Fund AI Pod, host Iain Carey speaks with Davide Martucci, CEO and co-founder of Next Gate Tech. Next Gate Tech is a data management and agentic workflow automation platform built for investment operations, serving banks, asset managers and asset owners across the fund value chain, from global banks to private capital and real estate boutiques. In this episode we cover why the back office was left behind while the front office modernised, how Next Gate Tech harmonises fragmented data from custodians, transfer agents and fund administrators into a single source, why deterministic tools and skills matter more than one clever agent, how to think about token cost and ROI, and his answer to the prospect who asks why not just build it myself with Claude. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com Sign up to a monthly email newsletter – 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐁𝐫𝐢𝐞𝐟 – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Davide Martucci): https://www.linkedin.com/in/davide-martucci/ Guest's Firm (Next Gate Tech): https://www.linkedin.com/company/next-gate-tech/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Additional Information www.menosai.com - Central Intelligence for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out 6th November 2026. Episode Chapters: 00:00 Intro to Davide Martucci and Next Gate Tech 05:10 Data Ingestion and Industry Transformation 14:14 Next Gate Tech's AI Journey 20:44 Approach to Building Agents 24:31 Value and Pricing Approach to Agentic Solutions 31:22 Agentic Workflow Example: Delegate Oversight 35:53 AI Use Case: Private Capital Valuation Verification 41:37 The Limitations of Client Internal Vibe Coded Solutions 46:43 First Step to Approaching AI Transformation

  6. Jun 24

    EP23: Brad Olesen | Chief Content Officer at Benzinga

    𝑭𝒓𝒐𝒎 𝒑𝒓𝒆𝒅𝒊𝒄𝒕𝒊𝒐𝒏 𝒎𝒂𝒓𝒌𝒆𝒕𝒔 𝒕𝒐 𝑴𝑪𝑷, 𝑩𝒆𝒏𝒛𝒊𝒏𝒈𝒂 𝒊𝒔 𝒓𝒆𝒘𝒓𝒊𝒕𝒊𝒏𝒈 𝒕𝒉𝒆 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒎𝒆𝒅𝒊𝒂 𝒑𝒍𝒂𝒚𝒃𝒐𝒐𝒌! In this week's episode of The Fund AI Pod, host Iain Carey speaks with Brad Olesen, Chief Content Officer at Benzinga. Benzinga is a financial data and media company embedded across major brokerage platforms including Robinhood, Fidelity, and Schwab, delivering news, earnings data, and analytics to millions of retail and institutional investors.Brad has over 20 years in financial markets and media. In this episode we cover how Benzinga uses AI to support journalists without replacing them, why focusing on human created content improves their search performance, their MCP launch and the surge of institutions going headless on financial data, their growing role in prediction markets coverage, and Brad's take on why verified human bylines will define the next era of financial media. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com Sign up to a monthly email newsletter – 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐁𝐫𝐢𝐞𝐟 – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Brad Olesen): https://www.linkedin.com/in/bradolesen/ Guest's Firm (Benzinga): https://www.linkedin.com/company/benzinga/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Additional Information www.menosai.com - AI Platform for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out Q4 2026. Episode chapters: 00:00 Intro to Brad Olesen and Benzinga 04:15 AI vs human generated content 05:49 Speed of financial media consumption 08:46 Benzinga’s AI journey beginnings 14:02 AI tools for users and readers 17:51 An early adopter of MCP 21:31 Supporting prediction markets 28:53 Hallucinations and trust in financial media 31:13 Quality content competing against fast AI slop 37:02 SEO vs AI Optimization (AIO) 41:31 Takeaway message and contact details Music licensed through Soundstripe. Code: TA8ZULVDLZIDPJFT

  7. Jun 10

    EP22: Declan Sheehy - Fund Services Veteran, Consultant, Author

    𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔 𝒇𝒓𝒐𝒎 𝒕𝒉𝒆 𝒂𝒖𝒕𝒉𝒐𝒓 𝒐𝒇 𝒕𝒉𝒆 𝒃𝒐𝒐𝒌 '𝑫𝒊𝒔𝒓𝒖𝒑𝒕𝒊𝒗𝒆 𝑰𝒏𝒏𝒐𝒗𝒂𝒕𝒊𝒐𝒏 𝒊𝒏 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔' In this week’s episode of The Fund AI Pod, host Iain Carey speak with Declan Sheehy, Consultant, Author, and Fractional CRO at One Blackwater. Declan spent 18 years as CTO and COO at HSBC Alternative Investments, overseeing growth from $200M to $31.6B AUM, before moving into consulting and authoring Disruptive Innovation in Financial Services. In this episode, we cover the real versus hype of AI in fund management, why siloed data is blocking the industry’s progress, the ESG and energy paradox that AI creates, how boards should govern AI accountability under the EU AI Act, and why partnering beats building from scratch for firms looking to become AI-native. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com Sign up to a monthly email newsletter – 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐁𝐫𝐢𝐞𝐟 – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Declan Sheehy): https://www.linkedin.com/in/declan-sheehy/ Guest's Firm (One Blackwater): https://www.linkedin.com/company/one-blackwater-consultancy-limited/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Additional Information www.menosai.com - AI Platform for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out Q4 2026. Episode chapters: 00:00 Introduction to Declan Sheehy 02:34 Innovation trends in financial services 04:40 AI hype vs reality 09:23 Data as a foundation 12:02 ESG and sustainability in a power hungry AI world 16:50 AI use cases in the front office 21:23 AI use cases in the middle office 24:04 AI literacy by boards and directors 28:05 Book: Disruptive Innovation in Financial Services 30:45 First steps towards AI enablement 34:27 The future of jobs post AI 36:57 Takeaway message and book recommendation Music licensed through Soundstripe.Code: TA8ZULVDLZIDPJFT

  8. May 27

    EP21: Shu Bai - Hedge Fund Portfolio Manager

    𝑨𝑰 𝒊𝒔 𝒓𝒆𝒔𝒉𝒂𝒑𝒊𝒏𝒈 𝒉𝒐𝒘 𝒉𝒆𝒅𝒈𝒆 𝒇𝒖𝒏𝒅𝒔 𝒓𝒆𝒔𝒆𝒂𝒓𝒄𝒉, 𝒖𝒏𝒅𝒆𝒓𝒘𝒓𝒊𝒕𝒆 & 𝒔𝒕𝒓𝒆𝒔𝒔 𝒕𝒆𝒔𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒊𝒅𝒆𝒂𝒔! AI moves so fast that this episode, recorded March 31st (only 8 weeks ago), already has significantly dated ARR for Anthropic ($25B to $44B). In this week’s episode of 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐏𝐨𝐝, host Iain Carey speaks with Shu Bai, a hedge fund portfolio manager who has worked at well-known shops such as Balyasny, Davidson Kempner, and Barron Capital. Shu has spent his career investing across technology, semiconductors, software and internet businesses, with a focus on investing for the long-term. In this episode, we explore how AI is reshaping the technology investment landscape, from chips and cloud infrastructure through to applications and vertical software. Shu shares how hedge funds are evaluating AI winners and losers, why the market is undergoing a massive repricing exercise around long-term moats and cash flows, and how he personally uses AI to accelerate research, challenge investment theses and monitor market signals in real time. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com Sign up to a fortnightly / bi-weekly email newsletter – 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐁𝐫𝐢𝐞𝐟 – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Guest (Shu Bai): https://www.linkedin.com/in/shuyang-shu-bai-32085910/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ 𝐂𝐡𝐚𝐩𝐭𝐞𝐫𝐬 00:00 Introduction to Shu Bai’s investing career 02:58 Shifts in the investment landscape 05:26 AI impact on Microsoft and Google 10:43 Investing across the AI lifecycle 17:50 Cost perspectives: US vs China 21:55 Sustainable tech advantages in the age of AI 27:32 AI in investment management research 32:00 Shorting companies vulnerable to AI 35:43 The AI hype: reality vs expectations 43:14 High impact use case in investing

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Ratings & Reviews

5
out of 5
2 Ratings

About

The Fund AI Pod is a weekly (each Wednesday) podcast and video about AI usage in the asset management and funds industry. Each episode interviews a funds professional to learn how they or their firm are using AI in real, practical examples. The goal is to inspire others in the funds industry to increase their AI adoption.

Information

  • Creator
    Iain Carey
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © Iain Carey
  • Show Website
    The Fund AI Pod

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