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.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · How Funds Use AI to Beat Rivals · 3 Aug 2026 podcast

Yeah, I think it goes back to this idea of creativity, curiosity, and so on.

I think it becomes very important to try and be very broad about what you think the implications of a particular event, how you might think about a particular trade structure, how you might think about an expression of a trade idea, what kind of instruments you would use to express it and so on.

I would imagine that we are entering a world where, for the first time, the huge amount of data that we've been accumulating for a very, very long time is now going to be matched with the infrastructure that can actually use it.

And in doing so, I think you're going to add incredibly rich layers to a particular view that not only will be rooted in much more rigorous analysis, but we'll actually be able to say like, well, wait a second, there's this other relationship here that I hadn't even really thought about.

And so instead of me just going long oil because of the conflict in the Middle East, maybe I'm going to realize much sooner than everybody else that

There's going to be a shortage of some kind of plastic component that is absolutely crucial in the production process of something that otherwise seems several, several worlds removed from what's happening in the Middle East.

And the ability to start thinking in those terms, the ability to kind of anticipate and look beyond the obvious is what I think is going to make some fund managers be able to use this system incredibly, incredibly more productively than others.

Because if, yeah, it'll be obviously just as fast in answering boring questions, but where it's going to be extremely useful and generate a lot of alpha for managers is where you, and some of the questions you might ask will be crazy, will lead to nothing.

But the point is that you'll be able to find that out very quickly.

You can churn through dead ends in your trade idea generation.

much, much faster, which means that the cost of that is going to be negligible.

Yeah.

And I mean, obviously use reflexivity, but let's talk broadly AI.

I think step one is particularly for those who haven't done much of it is you could actually even just play around with AI to try to think through what are some of the biggest pain points in your current process, right?

Is it

data acquisition?

Is it analysis?

Is it summarizing things?

Is it processing investor presentations?

Just identify certain things that are either tedious or take a long time.

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