On today’s show, we welcome special guest, Stanford AI Researcher Dr. Mohammad Rasouli. Mohammad helps funds to realize the benefit of artificial intelligence for alternative asset investment by providing AI education and tailored AI strategy, and by implementing the proprietary InvestAI technology. These include using AI for both alpha generation and operational efficiency, including deal sourcing/insight, fundraising, portfolio transformation, investor communications, and marketing.

On the podcast, we discuss:

• Compelling use cases for large language models in investing
• Specific examples of how AI has helped uncover unique investment opportunities more effectively than traditional methods
• How investment managers can balance the use of AI with human judgment
• And more

On today’s podcast we welcome special guest Jeffrey Seder, founder of EQB, a company that provides thoroughbred racehorse buying, selling, breeding, and racing management services. On the show, we discuss:

• What got him into the business of thoroughbred racehorse buying, selling, and breeding
• The basics of horse racing betting
• A look into the advanced analytics used by professional horse racing bettors
• The ideal outcome for an investment into a racehorse
• And more

March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss:

• His fortuitous path to short selling as a profession
• Sino Forest and the short that put him on the map
• The thesis behind his bearish view on Fairfax Financial
• His approach to risk management
• And more