Sarah Ketterer
speaker
355 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And it's that AI has been...
made us, each of us, as research analysts, able to read everything.
We have an assistant now, our AI agents, who read everything.
Every company transcript, earning transcript, every government agency filing, every trade journal, every bit of news.
Actually, the annual report.
Someone's reading the annual report, finally.
It reads them all.
It can do all of that, but what it can't do...
is make decisions with the information.
I don't know how AI will replicate the fundamental portfolio manager who relies on his or her experience, has a level of intuition that's probably 30 to 40% of the investment decision comes from something that you can't even quantify.
It's this instinct honed after decades of doing this.
And from a quant perspective,
With AI, the ability to find signals that aren't actually explainable to clients is quite a temptation.
We have to be really careful not to go and use the tool, I'd say, ineffectively.
So in short, AI is an accelerant to productivity improvement, but it hasn't yet developed where it can replace that human judgment.
And I think that's true across many of the companies that we research.
They have some of the similar experiences, so it isn't confined to fund management.
Well, the AI can make some connections.
It can find in the footnotes where there might be accounting anomalies.
What it can't do is what we're doing.
Showing 21–40 of 355 · page 2 of 18
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