E388: The Future of Investing: AI, Expert Networks, and Information Alpha

About this episode

David Weisburd interviews Matt Wells about the impact of AI on investing and the importance of conviction in decision-making.

What if the biggest edge in investing today isn't having more information—but knowing how to turn information into conviction? In this episode, I sit down with Matt Wells to discuss how AI is reshaping the investment process, why investors are drowning in data but starving for conviction, and where information alpha still exists in increasingly efficient markets. Matt explains the evolution of expert networks, how the best investors use expert calls and channel checks to build differentiated insights, and why qualitative information often drives quantitative outcomes. We also explore decision-grade AI, conviction building, private market diligence, and how the role of the analyst is changing in an AI-driven world.

People in this episode

Host: David Weisburd

Guest: Matt Wells

Topics covered

• AI in investing
• expert networks
• information alpha
• investment process
• qualitative information
• analyst role

Keywords

• investing
• AI
• expert networks
• information alpha
• data
• conviction
• qualitative information
• analyst

Mentioned in this episode

Organizations: AI, expert networks, private market

More episodes of How I Invest with David Weisburd

• E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies · June 12, 2026 · 50 min
• E387: Where Alpha Hides in Private Equity | Josh Adams · June 10, 2026 · 35 min
• E386: Adams Street ($70B): Venture Capital Has a New Problem · June 9, 2026 · 39 min
• E385: Why Public Markets Need SpaceX, OpenAI & Anthropic · June 8, 2026 · 28 min
• E384: CEO of Commonfund on Venture Capital, Power Laws & the Future of IPOs · June 5, 2026 · 41 min
• E383:Why the Next Fortune 500 Companies Will Be Built on AI · June 4, 2026 · 32 min