Host Andrew Walker speaks with Ryan Fennerty of AlphaSense about how investors can improve their use of expert calls and AI tools. Ryan shares practical ways to run better expert interviews, avoid bias, and extract deeper insight from operators. The conversation examines how AI is reshaping research workflows, accelerating earnings analysis, strengthening conviction, and enabling faster synthesis across expert transcripts and internal data. They also address portfolio monitoring, differentiated views, and the evolving skill set required for investors in an AI-driven landscape.
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[00:00:00] Introduction and sponsor message
[00:05:37] Framing expert calls around hypotheses
[00:07:32] Transcripts versus live expert calls
[00:12:36] Echo chambers and bias risks
[00:16:37] Managing investor bias in calls
[00:20:53] Expert bias and triangulation
[00:23:26] Improving expert screening process
[00:26:08] Real-time versus long-term insights
[00:29:20] Note-taking and AI synthesis
[00:31:51] AI’s biggest investing advantage
[00:36:31] Differentiated views in AI era
[00:41:17] Does AI commoditize research edge?
[00:45:18] AI expanding opportunity funnel
[00:49:32] Evolving skill sets for investors
[00:51:30] AI in portfolio monitoring
[00:54:17] Bias across AI data sources
[00:56:31] AI transforming expert networks
[01:00:17] Corporate use of expert insights
[01:02:36] AI, fraud detection, and limits
[01:05:47] Future of fundamental investing
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Production and editing by The Podcast Consultant - https://thepodcastconsultant.com/
