Investor Insights

Tom and Brandon follow up there previous episode on Artificial Intelligence by having a conversation with Bill Kerbox, founder of Kerbox Media. Bill discusses AI's impacts from a creative perspective. Topics covered include AI in content creation, portfolio management, and community education. 

Tom and Brandon discuss artificial intelligence and the role it plays in portfolio management, particularly Adaptive Portfolio Management. The team provides how they view AI and gives examples as to how it can be used to improve portfolio management methods. In summary, AI is the bridge between new technologies and advanced applications.

Tom and Brandon discuss the similarities between golf and investing. Hear about how neither golf nor investing is a game of perfect, and how important it is to have good course/portfolio management. 

Brandon and Tom discuss Tom's career in the investment management business. Journey with Tom as he talks about his beginnings as a stock broker, then financial planner, investment consultant, and finally a portfolio manager. Tom dives into some of the challenges that face investors and the lessons he learned to deal with them.