Global Thinking

Signal or Noise? Staying Cool in a Hot Money World

1:15:48

A young hedge fund manager built his entire investment thesis around one idea: artificial intelligence would reshape the world. His conviction was so strong he named his fund Situational Awareness. For a while, it looked brilliant. Then reality intervened.

What does that teach investors today?

In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong CEO and CIO Tyler…