Kerry Lutz and David Marra discussed the impact of AI on quantitative investing and the financial industry. They explored the use of generative AI to handle vast amounts of data and extract valuable insights, highlighting the remarkable implications and rapid evolution of the AI revolution. The conversation also touched on the sustainability implications of AI processors for electrical infrastructure, expressing concerns about the substantial energy requirements of data centers and the potential need for additional power sources. Additionally, they discussed the implications for discretionary and systematic managers, emphasizing the importance of staying abreast of technological changes to remain competitive in the finance industry.

Find David here: markinfunds.com   Find Kerry here: FSN and here: inflation.cafe