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Artwork for Investment Talk

Investment Talk

Conor Mac, Alex Sweet

Essays about the stock market, finance, and human behaviour.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues315SubscribersRead investmenttalk.co

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#171
Substack
/Finance(Free)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Something That Rhymes with QE

Having migrated to South Asia for the winter, I am now more than 10 hours ahead of the American timezone and more than 5 hours ahead of my home country. I find a lot of joy in being so disconnected from the time zones that usually govern my...

24 days ago
29
2

One Year On: The Crowdsourced Portfolio

In late August 2024, I penned a letter about the kind of Twitter threads you see during moments of exuberance.

a month ago
28
70

In Defence of Capitalism

It was the morning of 20th October. My dream, rudely cut short by the bellowing of my morning alarm. I shot up out of bed, stumbled to the other side of the room and restored silence. My phone screen read 6:30 am, emitting the only source o...

2 months ago
37
6

LLM Workflows in the Financial Space

I’ve been thinking a lot about LLM (large language model) use cases in the financial space lately. Last month, we (Koyfin) introduced our first scaled LLM-enabled feature in Transcript Summaries. While this feature is what I shall refer to ...

3 months ago
33
14

Authors

The writers behind this newsletter.

  • Conor Mac

    I never took bio.

  • Alex Sweet

    Equity fund manager, analyst and CFA charterholder with 18 years' experience. Publishing one high quality equity write-up weekly. Most recently PM at Highclere, managing their flagship international small cap fund. Previously at Bernstein.

  • Frequently Asked Questions

    How can I access the email archive for Investment Talk?

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