Invest with AI

Fundamental Edge
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Brett Caughran and Khe Hy lead a deep dive into AI for investing, joined by guests at the cutting edge of the field. Our goal is to be your Sherpa through a rapidly changing landscape by distilling what's working, what isn't working, and how you can leverage AI in your own process. Follow along as we tackle AI's biggest challenges and opportunities, one episode at a time.

Episodes

  1. Investing with AI: From Chatbots to Agents (What Changed for Investors)

    1d ago

    Investing with AI: From Chatbots to Agents (What Changed for Investors)

    Welcome to episode one of Investing with AI Podcast for Financial Analysts. We’ve spent years in investing, and over the past couple years, we’ve been deep in the weeds with AI. Testing tools. Working with firms. Trying to understand what matters versus what’s just noise. For a while, most of it didn’t feel that useful but that’s starting to change rapidly.  In this episode, we talk through what’s shifted, from basic chatbots to more agent-based workflows, and why that’s starting to matter for investors, analysts, and buy-side teams. We get into: The difference between AI chat tools and agent workflowsWhy AI felt overhyped before and what’s different nowWhere AI is actually useful in investment research todayThe limitations that still exist (and there are a lot)How investors should start thinking about using AI in their processWe’re not coming at this as “experts” with all the answers. We’re in it every day, testing, breaking things, and trying to understand where this is going. The goal of this podcast is simple: Bring you along as we learn, and give you a clearer view of how AI is actually being used in investing. If you’re working in equity research, hedge funds, or the buy side and trying to make sense of AI, this is a good place to start.  Chapters (Timestamps) 00:00 – Intro: Why We Started Investing with AI  00:21 – Khe’s Background (BlackRock → AI Consulting for Hedge Funds)  02:06 – Brett’s Background (Hedge Funds → Fundamental Edge)  03:30 – The Real Shift: From Chatbots to AI Agents  04:17 – When AI Actually Started Working (2025 Inflection Point)  06:11 – “AI-Pill” Moments: What Changed Our View on AI  07:43 – What Are Agent Workflows in Investing?  10:04 – Why AI Tools Failed Before (and What’s Better Now)  11:43 – How Much of an Investor’s Workflow Can AI Handle?  12:20 – Defining “Agentic” AI (Simple Explanation)  14:42 – Data Accuracy, MCP, and Why This Matters for Finance  17:19 – The Biggest Unlock: Using AI for Validation  19:57 – Common Problems Firms Have with AI Adoption  22:02 – Why Most Investment Workflows Are “Vibes”  24:00 – Turning Intuition Into Process (Hardest Part of AI)  26:44 – Expectation vs Reality: What AI Can’t Do Yet  28:39 – How to Start Using AI in Your Investment Process  30:10 – How We Stay Ahead in AI (Learning, Tools, Research)  33:20 – Translating AI Into Real Investing Workflows  35:14 – Why There Is No “Final State” of AI  36:09 – What AI Means for the Future of Investing Careers  37:30 – Outro: What to Expect From This Podcast

    38 min
  • 1 Episode

About

Brett Caughran and Khe Hy lead a deep dive into AI for investing, joined by guests at the cutting edge of the field. Our goal is to be your Sherpa through a rapidly changing landscape by distilling what's working, what isn't working, and how you can leverage AI in your own process. Follow along as we tackle AI's biggest challenges and opportunities, one episode at a time.

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    Fundamental Edge
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