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

You have a lot of people coming in and a very experienced doctor or nurse is basically going to have to decide who needs immediate attention and who can wait for maybe a few minutes or an hour or so.

And a lot of it is in the moment decisions.

They don't have the time by definition to give everybody a full physical and then decide how to triage.

That's

The role of reflexivity in an example like this is that actually suddenly you do have the time to do a much more complete evaluation of every idea in a much shorter time span.

So like the timeframe has constrained.

And what I think ultimately that means is the, maybe it's going to give an upstart money manager a little bit less fear in competing with the more experienced ones, because the experience was particularly valuable where you have to rely on some of these heuristics where you have to say like, oh, you know what?

I've seen this movie before.

This isn't going to be a trade.

I know how that plays out.

And you're like, well, you know what?

I actually in a few minutes will know the answer because I can actually test it quantitatively.

So it is also maybe shrieking that gap a little bit.

Yeah, no, I mean, obviously, we love knowledge graphs and reflexivity.

But I think the best way to think about this is that you are effectively giving an otherwise very sophisticated and capable system a mapping system.

an ontology of what are the things that actually matter in the market, how they connect with each other.

Instead of having to figure out from scratch how an economic system works, how a bank works, how it relates to, for example, interest rates, how commodities depend on the shape of the yield curve and so on, you give it that mapping, which then means that all of a sudden, whenever there is a particular change in any corner of the asset universe or the economy, it's able to traverse those relationships to really quickly figure out what the ripple effects of a particular event are going to be.

And if you're now a portfolio manager that is in possession of a system that has this mapping, it means that you will be much, much faster able to figure out whether or not an event that may be on the face of it doesn't seem like it has much to do with your portfolio at all, actually does expose it to a particular vulnerability that you would not have guessed just from a spreadsheet that probably only has these personal relationships.

I think, you know, you and I talked about some examples last time when there's been obviously quite a lot of energy and effort spent on figuring out how is the crisis in the Middle East or the war with Iran, how that's going to impact asset prices.

And there is that first level of implications that I think is obvious.

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