Using AI to invest plus a pure gold bet
Today, on INK Ultra Money we get a great overview via Real Vision on how AI can be used by investors. We also hear about a junior gold miner that looks like it could do well under either a deflationary or inflationary environment.
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1. AI the new Frontier - Real Vision
Trevor Mottl, managing director at Lazard Labs, speaks to Real Vision CEO Raoul Pal about how machine learning and artificial intelligence (AI) can inform and transform the investment process - from idea generation to position sizing to risk management. He tells Raoul about the AI team he runs at Lazard Asset Management that uses machine learning to identify patterns in markets too complex for the human brain to recognize in order to reliably generate alpha too obscure for human investors to reliably capture. Mottl also breaks down his three-piece framework of finance - which includes pricing, time horizon, and liquidity - and explains how this framework has shaped his investment philosophy and informed his macro outlook. Filmed on May 5, 2020.
Asking the right questions is key
2. A Pure Gold bet - INK Research
Not all gold miners have the cost structure to thrive in both a deflation dominated D-economy or government led-inflationary G-economy. In today's report, INK Research looks at a stock that could potentially do well in either environment.
Phase one is on track
3. Real Vision Daily Briefing May 7th (free)