In this episode of the Savvy Leader Podcast, host Kristin Gallatin sits down with Ty McLean, founder of Moneta Research, to unpack how AI is actually being used inside investment firms, hedge funds, and solopreneur businesses β far beyond hype and buzzwords.
Ty shares his unconventional journey from audio engineering and music production to AI-driven investment research, explaining how the same systems-thinking mindset applies across creative, technical, and financial domains. He breaks down how AI can function like a team of humans, handling qualitative analysis, marketing, outreach, and research β while still requiring leadership, structure, and judgment.
This conversation explores:
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Why AI should be treated like a junior employee, not a magic solution
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How lean investment firms use AI to analyze earnings calls, 10-Ks, and filings at scale
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The biggest misconceptions about AI hallucinations, errors, and reliability
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Why infrastructure, not AI startups, is attracting major investment capital
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How solopreneurs can use AI systems to scale marketing and content without burnout
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The long game of entrepreneurship, systems-building, and sustainable success
Whether you're a business owner, solopreneur, leader, or simply curious about where AI is headed, this episode offers a grounded, practical look at how AI fits into real workflows β and real life.
β±οΈ Episode Chapters
00:21 β Welcome & introduction to Ty McLean and Moneta Research 01:10 β Ty's background: financial economics β music production 02:35 β Audio engineering as the foundation for systems thinking 03:59 β Transition into sales, marketing, and self-taught coding 04:56 β Discovering AI use cases inside investment research 06:39 β Treating AI like a "fake human" or junior employee 08:13 β Using AI for marketing, outreach, and lead qualification 09:48 β Inside Ty's AI system: Python, automation, and workflows 10:51 β AI errors, hallucinations, and why supervision matters 12:15 β Managing AI like a team: structure, training, feedback 13:19 β Misconceptions about AI perfection and skepticism 14:51 β Why AI is the "brain" β and systems are the body 16:12 β Productivity, time zones, and the "Things" task system 17:35 β Influences, mentors, and learning to think bigger 18:47 β The 10-year journey: patience, skill stacking, and grit 20:54 β Motivation, burnout avoidance, and designing enjoyable work 22:10 β Has AI already taken over the world? 24:00 β Government, military, and infrastructure-driven AI growth 26:26 β AI's impact on jobs, trades, and the future of work 28:11 β Who Ty works with: CIOs, solopreneurs, and content systems 30:22 β Advice for solopreneurs: marketing, sales, and systems first 32:20 β Navigating doubt, grind seasons, and staying independent 33:51 β Where to find Ty & who he wants to connect with 34:45 β AI, social media, and the need for human connection 35:55 β Closing thoughts and future conversations
π Relevant Links & Mentions
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Ty McLean on LinkedIn: https://www.linkedin.com/in/ty-mclean/
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Productivity App β Things: https://culturedcode.com/things/
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Savvy Leader Podcast: https://savvylivingnetwork.com/podcast