AlphaSense: Access to a limited release episode · Jul 24–29, 2026

Where I'm leading or co-leading, so it's not a dogmatic every deal has to be that. Most investors don't lose because they lack information. They lose because they can't separate signal from noise. Every day, thousands of earnings calls, SEC filings, expert interviews, and market updates compete for your attention. The challenge isn't finding more research, it's finding the few insights that actually change your investment decisions. That's exactly what I unpack in my conversation with Ryan Fenerty. Instead of talking about AI in theory, we discuss how leading investors are using it to surface-differentiated research, move faster than competitors, and make more informed investment decisions. If you're an investor looking to gain an edge through AI-enabled insights, I think you'll find this conversation valuable. You can access this limited release episode by going to alpha-sense.com/how-i-invest. That's alpha-sense.com/how-i-invest. Jamie Rode has this philosophy where she wants her fund managers doing 90% in a very strict buy box and 10% kind of breaking the rules. How do you think about that? 90/10.