Investors are currently obsessed with AI’s potential in almost every sector, but for investors, the stakes are uniquely high. Is this technology going to turn the stock market into a perfectly efficient machine where “alpha” goes to die, or is it actually creating more chaos for the rest of us, the stock pickers, to exploit?
In my latest video, I dive into this tension. Inspired by a recent Goldman Sachs podcast featuring their quant team, I explore the widening gap between how machines “price” assets and how long-term value is actually built.
The big question I want to pose to you: Is AI making markets more efficient, or is it just making them more reactive?
I’ve shared my full thoughts in the video, but I’d love to hear your take in the comments – are you finding AI to be a net positive for your strategy, or is it just adding noise?
