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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Monday Feb 09, 2026
Monday Feb 09, 2026
On today’s show we welcome special guest, Reflexivity Co-founder and President, Giuseppe Sette. Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise.
On the show we discuss:
- The best use of AI in the investment process
- Whether AI will replace or enhance human portfolio managers
- If there’s a place for discretionary macro investing in an AI-driven world
- What the next level investment research stack will look like for analysts
- And more!
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