AI Might Be Wrong
Jeremy LeungPractical AI for portfolio managers who can't afford mistakes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | aimightbewrong.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Can AI Pick Stocks? A PM’s Take on the Best Evidence So Far
When I started in the industry at FactSet, a big part of my job was building quant screens and backtesting strategies for investment teams. I continued this work when I joined UBS as a quantitative analyst. The backtest is the ultimate cred...
I Spent Three Days at AI Engineer Europe. Here's What Actually Matters
It is pretty rare for me to spend three days at a conference. But having finished up a contract consulting role and after a week’s holiday in Greece, I was ready. AI Engineer Europe, the first major European AI engineering conference in yea...
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.
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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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