Time Mismatch with AI and Hedge Fund investing #trading #stocks #economy — Transcript
Full transcript
- 0:00team. We are at a point now where AI is
- 0:02going to destroy leverage because of
- 0:03time. There is no time anymore that you
- 0:07can be living on arbitraging where
- 0:10things should change. If your earnings
- 0:11beat estimates every single quarter for
- 0:13the next eight quarters, your stock can
- 0:15still go down. That's the world that
- 0:17we're living in. If you're dependent on
- 0:19arbitrage of time, meaning things stay
- 0:21together, if you haven't learned
- 0:22anything right now, multiples can
- 0:24expand, multiples can compress.
- 0:26They're just happening at a much faster
- 0:27pace in this uh side. And so, the hidden
- 0:30leverage of the AI cycle
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This page contains the full transcript of Time Mismatch with AI and Hedge Fund investing #trading #stocks #economy by Jordi Visser, generated from the public captions YouTube serves with the video. The transcript has 104 words across 16 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.
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