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Brett Caughran

Aug 21, 2026

33:32
Um, do you cover how to use these tools? Um, you know, what, what, what do you think yourself in terms of how generative AI or even just a broader scope around AI, AI, how do you think that's going to influence, you know, the asset management industry?
33:53
So, I would say right now we are in intense observation and study mode.
34:03
Um, I've, I've been evaluating many of the tools that have been coming out.
34:07
I've been speaking to many of the firms.
34:10
[lip smacks] What I would say is that machine learning broadly is not a new concept, right? If you talk to the quantitative managers, machine learning and even large language models have been a concept that have been in development for years.
34:23
I think many of them would say that the, the development curve has acceler-accelerated, um, but this is a concept that has been in de- in development for, for, for, for, for a period of time.
34:36
I would say as I've looked at the tools for fundamental analysts, so far I have been a bit underwhelmed in, in, in, in, in, in, in the tools.

7 MINS LATER

41:37
Um, and how can single asset managers compete with them?

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