Trends with Benefits #118: AI-Powered Investing with Doug Clinton

14 May 2024

Listen Time 39:26 MIN

Doug Clinton discusses how AI models can drive investment decisions.

Can you imagine an investment committee made up of ChatGPT, Gemini and Claude? How do the personalities of AI models differ when it comes to investing picks? Doug Clinton, Managing Partner of Deepwater Asset Management, answers these questions as well as how he uses AI in investment portfolios.


Show Notes:

01:30 AI and creativity

05:47 Getting investment exposure to AI

07:17 AI’s business model explained

09:34 The establishment of Deepwater Asset Management

12:00 Using AI in investment portfolios

18:28 Can you audit AI?

21:50 Different personalities of AI models

23:38 Infinite intelligence vs. superintelligence

26:36 Is AI coming for our jobs?

28:38 Investing in AI vs. investing with AI

32:54 Long-term trend

35:25 Trend or fad

Trend or Fad

Listen for Doug’s take on nuclear energy, NVIDIA, and electric vehicles.

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