AI Might Be Wrong
Jeremy LeungPractical AI for portfolio managers who can't afford mistakes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | aimightbewrong.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Context Compounds
A few weeks ago I exported my ChatGPT memory. I was not an early adopter so only had eighteen months of accumulated context: my projects, my working style, my investment views, the things I keep coming back to.
What If Warren Buffett, Peter Lynch and Howard Marks Debated the Same Stock?
AI can now generate images and videos that look realistic. The more interesting question is whether it can do something similar with investment reasoning.
2031: AI and the Asset Management Crisis
The Citrini Research piece on a potential global intelligence crisis hit a nerve and briefly shook markets. It asked a broader question than the market reaction suggested: what happens when intelligence itself becomes abundant?
The New Signal in AI Training Jobs
Editor’s note: I originally drafted this issue for Sunday. Then OpenAI released GPT-5.4 on March 5. OpenAI says the new model improves factuality and performs better across coding, professional tasks, software environments, and native compu...
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Authors
The writers behind this newsletter.
Ex-UBS portfolio manager with 20 years in the industry. Writing about how asset managers and finance professionals can use AI to cut complexity, sharpen workflows, and unlock alpha.
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