How AI Is Changing Investing— with David Trainer
About this episode
The episode discusses the impact of AI on investing with a focus on data reliability and domain-specific agents.
Andrew sits down with David Trainer, CEO of New Constructs, to talk about what AI can actually do for investors—and where most tools fall short. David explains why the future of AI in investing depends less on flashy chatbots and more on trustworthy, auditable data and domain-specific “agents” that don’t pull from the open internet. They dig into how New Constructs built its dataset over decades, why “99% accurate” data still isn’t good enough for financial decisions, and how their AI agent (FinSights) uses deterministic rules on validated fundamentals to help investors screen, compare, and avoid misleading earnings and black-box outputs. What You Will Learn Why AI outputs are only as good as their inputs What “agentic” AI means and why domain-focused agents beat internet-wide chatbots How New Constructs built an auditable fundamentals dataset over 20+ years How core earnings and “earnings edge” can change how you evaluate companies and indices What kinds of investors New Constructs is built for Timestamps 00:30 Why AI conversation matters 02:15 Fundamentals first 03:21 Why chatbots beat search—but still aren’t “expert” decision-maker 05:14 Google Cloud partnership & why reliable…
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