Sep 14, 2026 · 19 min · 9 segments
Sep 14, 2026 – Is AI helping you invest smarter or steering you toward the same crowded trades? In this Lifetime Planning episode, Nick Kile and Brendan McMurtrie explore the opportunities and…
Nicholas KyleHostYeah, affluent investors are now using artificial intelligence to research markets, compare ideas and build confidence.
And the one right now is instead of expanding what investors consider, AI may actually be steering them towards the same crowded technology stocks.
I mean, if you think about all the things we use AI for, for our everyday lives, people are doing that for finances now as well.
The adoption actually rises to 82% among investors with more than $2 million in assets.
It sounds like investors still want human judgment at the decision point, but AI is increasingly feeding the pipeline of ideas.
And that's kind of what I was thinking too, is AI may not be the final decision maker right now, but it really can heavily influence the starting point.
And when we think of investors starting with the same AI-generated ideas, those ideas can become self-reinforcing.
So if we think about when's the last time AI has kind of disagreed with your request and asked additional questions or catered to your individual life? A lot of times it's kind of agree with you and formulate its answer around your questions.
And if it's a general question, you're going to get a kind of a generic answer.
Well, right now, I would say mostly for research, analysis, strategy support, and sometimes even second opinions.
You know, AI is useful because it can quickly summarize information, you know, compare companies, explain trends, and help investors feel a lot more informed.
I could see how that confidence can be helpful, but it seems like they may become overconfident based on the data.
Yeah, affluent investors are now using artificial intelligence to research markets, compare ideas and build confidence.
And the one right now is instead of expanding what investors consider, AI may actually be steering them towards the same crowded technology stocks.
I mean, if you think about all the things we use AI for, for our everyday lives, people are doing that for finances now as well.
The adoption actually rises to 82% among investors with more than $2 million in assets.
It sounds like investors still want human judgment at the decision point, but AI is increasingly feeding the pipeline of ideas.
And that's kind of what I was thinking too, is AI may not be the final decision maker right now, but it really can heavily influence the starting point.
And when we think of investors starting with the same AI-generated ideas, those ideas can become self-reinforcing.
So if we think about when's the last time AI has kind of disagreed with your request and asked additional questions or catered to your individual life? A lot of times it's kind of agree with you and formulate its answer around your questions.
And if it's a general question, you're going to get a kind of a generic answer.
Well, right now, I would say mostly for research, analysis, strategy support, and sometimes even second opinions.
You know, AI is useful because it can quickly summarize information, you know, compare companies, explain trends, and help investors feel a lot more informed.
I could see how that confidence can be helpful, but it seems like they may become overconfident based on the data.
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