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Most investors are talking about AI.
Very few actually understand how it will change investing.
After David Trainer spoke at Harvard Business School, he delivered the same insights on our Podcast.
We covered:
- How AI could replace analysts and portfolio managers.
- How much the market is underestimating AI.
Our deep dives on AI have, quite accurately, predicted the future for months now.
First, we showed how AI is taking down some of the largest companies in the world.
Now, we show you how it’s going to take down the business of investing.
Here’s an outline of the podcast.
- 00:00 Welcome and Agenda
- 00:45 Research Updates and Wins
- 01:32 Trainings and Events
- 02:49 New Reverse DCF Features
- 03:32 AI Arms Race Warning Signs
- 04:30 Cash Flow Reality Check
- 06:14 Layoffs and AI Purge
- 07:38 HBS Talk and Trusted Data
- 11:51 Evolution of Fundamental Research
- 13:52 AI Errors and Compounding Risk
- 15:31 Proving Alpha With Core Earnings
- 18:24 AI Disrupts Fund Management
- 22:43 DIY ETF Demo Walkthrough
- 25:50 Q&A Suspended Stocks
- 26:58 Closing and Sign Off
This month’s podcast originally aired live on April 10, 2026.
This article was originally published on April 13, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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