Jan Szilagyi
speaker
232 appearances
1 recordings
1 series
first heard Aug 2026
last heard 3 Aug
Jan Szilagyi’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
Yeah, first of all, thank you.
You're super kind.
The main keyword here that I would emphasize is the knowledge graph.
So we at Reflexivity use a combination of the reasoning layer of large language models like Claude or, for example, ChatGPT.
And then we combine that with a knowledge graph, which is really a very comprehensive mapping of all sorts of relationships in the investing world that matter.
So giving the system some degree of understanding that if the yield curve is steepening, that could be good for banking stocks, that if there is a rise in oil prices, that might change the ethanol-gasoline blend and so on.
What portfolio managers will therefore do is use this capability to be able to better understand ripple effects from a number of
market events so something happens in the market could be a macro event a micro event a geopolitical event and what everybody is racing to find out is what are the implications for my portfolio are there downside risks are there potentially opportunities that are arising from this and a system like reflexivity and i think ai at large is extremely well placed to be able to very quickly ascertain some of these implications and give you an edge that way brilliant
Yeah, that's a great question, actually, because I think a lot of focus often when it comes to investing is on idea itself.
And the reality is that I think a lot of people will come onto the same idea, but where those who are extremely, extremely good at this, but usually excel is the actual expression of that idea.
And that I think is something completely separate insofar as you're now saying, how do I either structure a trade?
How do I express it?
And so on.
And so if you think back on, I'll give you a global macro example, because that's where I come from.
But
When people talked about the fairly famous Soros pound trade, you know, they would often hear him say, well, you know, we basically bet the fund on this.
And you think, well, that's crazy, right?
That's a lot of capital to put at risk on a single trade.
But when you look at the structure of the trade, you understand very quickly.
And he had explained that in several interviews.
Showing 1–20 of 232 · page 1 of 12
Next →