A Geek's Life

AI and its use in the Investment space came up on a podcast I listen to from time to time, featuring Sarah Ketterer of Causeway Capital Management.

Whilst adopting AI at her firm, they are focused on keeping humans in the loop, using AI as an enabler, not as a decision maker. Not too dissimilar to the views I have regularly shared on here, and consistent with the good for summary, meh for analysis but definitely poor for generating new stuff framing.

Key takeway for me was a question she asks her staff:

What is the freed-up time being used for?

Certainly not a fan of tactical slackers I must imagine.