InDaloop

In this episode of InDaloop, Thomas Li sits down with Matt Robinson—Founder of AI Street and one of the sharpest voices covering AI in finance—to unpack how artificial intelligence is reshaping the true operating system of Wall Street: Excel.

They go past the hype to dig into what actually matters in real workflows—why modeling is about process, not just output, how AI really works under the hood through tokens and tool calls, and why the biggest breakthroughs are coming from combining models with the right tools and data, not trying to replace humans outright.

You’ll hear a deep dive into:

• Why Excel remains the core interface for finance—and how AI is being embedded directly into it

• The real difference between large language models, tools, and agents

• Why many finance problems still can’t be solved by AI (yet)

• How tool-based architectures like MCP change what’s possible in research and modeling

• The future of AI-driven modeling, data extraction, and enterprise workflows

• Why the winners won’t fight AI—they’ll build the tools that power it

  
  

If you sit anywhere at the intersection of AI, investing, data infrastructure, or financial modeling, this conversation will give you a clearer mental model for how the next operating system of finance is being built.

Thomas Li (CEO, Daloopa) and Nic Lin (Anthropic) go deep on a practical AI stack for fundamental investors: Daloopa’s verified historicals as the trusted context, Anthropic’s Claude as the thought partner. They unpack the “retrieve → analyze → create” workflow, why the mechanical Excel work should be automated, and how auditors can trace every number back to source. Real use cases include ranking companies on guide-vs-actuals accuracy and screening PE takeout risk without building 50 LBOs. They cover MCP integrations, file creation and artifacts, finance-grade benchmarks, outcome-based pricing, and an open ecosystem that meets analysts in Excel, PowerPoint, email, and more. The roadmap: virtual collaborators that proactively suggest tasks, deeper data integrations, and institution-ready outputs—so you spend less time updating models and more time making calls you can defend.

To learn more about our MCP please visit: https://daloopa.com/products/mcp

Once the gold standard in semiconductors, Intel now finds itself years behind the AI curve, with declining margins, internal dysfunction, and an identity crisis. Can a new CEO with a quiet but proven track record bring it back?

In this episode of InDaloop, Thomas Li (Daloopa) and David Rynecki (Blue Heron) sit down with tech researcher and author Luke Dormehl to unpack the fall of Intel — and whether Lip-Bu Tan, the seasoned turnaround CEO behind Cadence’s revival, has what it takes to pull off the same feat here.

You’ll hear:

• Why Intel missed the AI wave while competitors surged

• The cultural rot inside the company — and why it matters

• What made Andy Grove’s Intel great — and where it all unraveled

• Why Lip-Bu Tan’s style could be exactly what Intel needs now

• And what it would really take to rebuild trust, growth, and relevance

  
  

If you’re watching the chip war unfold, this is the strategic deep dive you’ve been waiting for.

For more information on Daloopa, visit: www.daloopa.com

For more information on BHRP, visit: https://www.blueheronrp.com/

In this episode, David, Thomas, and Keith delve into the challenges faced by Starbucks under CEO Brian Niccol's leadership. They explore the company's declining sales amidst competition from emerging brands like Luckin Coffee, emphasizing the need for a cultural and operational reset. The discussion highlights Niccol's charismatic leadership style and the strategies being implemented to revive the Starbucks brand and enhance consumer experience.

For more on Daloopa, please visit - www.daloopa.com

For more on BHRP, please visit - https://www.blueheronrp.com/

In this episode of InDaloop, we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki, founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers.

Together, they unpack the unraveling story of UnitedHealth—from management shake-ups and regulatory probes to questionable Medicare strategy and margin collapse. With special guest Keith Epstein, head of healthcare coverage at Blue Heron, this episode blends qualitative and quantitative insights to help investors understand what really went wrong—and what to watch for next.

For more information on Daloopa, please visit www.daloopa.com

For more information on Blue Heron Research Partners, please visit: https://www.blueheronrp.com/

In this episode, Thomas Li and Josh Burwick break down the recent market turmoil sparked by tariff announcements and their far-reaching implications on inflation, trade deficits, and corporate strategies. They dive into the complexities of tariff calculations, the ripple effects on the dollar, and how businesses are adjusting their pricing and guidance in the face of uncertainty. With hedge funds navigating this volatile environment using advanced risk models, they discuss how tariffs are impacting sectors differently and the future of trade relations. Tune in for a candid conversation on how companies and investors are adapting to a rapidly changing global landscape

In this episode, Thomas Li welcomes back investor and portfolio manager Josh Burwick to unpack the renewed focus on tariffs following Trump’s declaration of April 2nd as “Liberation Day.” They explore why tariffs hit companies unevenly—especially those in autos and IT hardware—and how uncertainty around supply chains, manufacturing shifts, and geopolitical exposure is sending shockwaves through the market.

Josh shares first-hand experience navigating tariffs as a former CFO, while Thomas breaks down why traditional models aren’t built to account for geographic revenue or fixed asset exposure—and why that needs to change fast. The conversation covers:

• Why tariffs are more complex than they seem
• How supply chain shifts aren't as simple as “moving the factory”
• The hidden modeling risks for analysts
• Why guidance revisions and multiple compression may just be beginning
• And how Daloopa’s data helps analysts better quantify what’s next

With market volatility rising and uncertainty reigning, this is a must-listen for anyone trying to model through the noise.

In this episode of InDaloop, host Thomas Li welcomes Jerry Diao, also known as Richard Toad, an experienced equity research analyst and blogger. They dive into the world of sell-side research, discussing Jerry's career journey from an actuary to a prominent figure in equity analysis. Jerry shares invaluable insights on what it takes to succeed in the sell-side landscape, emphasizing the importance of relationship-building, resilience, and the ability to tell compelling stories. The conversation explores how analysts can differentiate themselves in a crowded market, the significance of understanding market narratives, and how effective communication can lead to greater success. Tune in for a mix of career advice and professional storytelling that can elevate your understanding of the investment research field.

For more on Richard Toad visit: https://www.richardtoad.com/

For more on Daloopa visit: www.daloopa.com

In this episode of the Indaloop podcast, host Thomas Li welcomes MBI Deep Dives. They delve into MBI's unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid screening processes. MBI shares insights into the traits of successful companies, particularly focusing on secular winners like Sherwin-Williams, and discusses how a company’s ability to adapt and maintain strong customer relationships is vital for long-term success. The conversation highlights the nuances of investing, the relevance of subscription models, and the significance of consistently delivering value to customers.

For more on MBI Deep Dives visit - https://mbideepdives.substack.com/

For more on Daloopa and to set up a free account visit - Daloopa.com

In this episode of the InDaloop Podcast, host Thomas Li welcomes Edwin Dorsey, founder of The Bear Cave, to discuss the often-overlooked world of short selling. Edwin shares his unique insights into the art of shorting stocks, highlighting how he identifies companies that mislead investors or harm customers. They explore the motivations behind short selling, the challenges faced by activist short sellers, and the importance of investigative journalism in finance. Tune in as they delve into strategies for uncovering market inefficiencies and the ethical considerations that come with exposing problematic businesses.

To subscribe to The Bear Cave visit: https://thebearcave.substack.com/

For more on Daloopa visit: www.daloopa.com