Allan Gray The Allan Gray Podcast

37. New tools, old habits: Investing in the age of AI

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Artificial intelligence (AI) is transforming the way investors access information and make decisions, yet the forces that drive markets remain remarkably familiar. In this episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy and Simon Skinner, director and head of Orbis’ Global Investment team, discuss the impact of AI on investing and market behaviour, the risks of false certainty and the enduring value of independent thinking.
Chapters
  • 00:00 AI's impact on market efficiency and human behavior
  • 07:47 Distinguishing AI's true impact from overhyped narratives
  • 19:01 Balancing AI efficiency with independent thinking
  • 25:11 Finding value where market attention and narratives diverge
  • 38:40 AI's disruption and the timeless principles of investing
6 Aug English South Africa Business · Investing

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