E388: The Future of Investing: AI, Expert Networks, and Information Alpha

2026-06-11 · 34 min · episode 388 · 7 entities

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→ hosted by David Weisburd person

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→ discusses Business company

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing

Entities found in this episode

concepts 3

mentioned Investing concept

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Feed category: Investing
mentioned The Future of Investing: AI, Expert Networks, and Information Alpha concept

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evidence rules-v5
E388: The Future of Investing: AI, Expert Networks, and Information Alpha
discusses Investing concept

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evidence rules-v5
Feed category: Investing

persons 2

mentioned David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd

companys 2

mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business

Episode description as stored

What if the biggest edge in investing today isn't having more information—but knowing how to turn information into conviction? In this episode, I sit down with Matt Wells to discuss how AI is reshaping the investment process, why investors are drowning in data but starving for conviction, and where information alpha still exists in increasingly efficient markets. Matt explains the evolution of expert networks, how the best investors use expert calls and channel checks to build differentiated insights, and why qualitative information often drives quantitative outcomes. We also explore decision-grade AI, conviction building, private market diligence, and how the role of the analyst is changing in an AI-driven world.