Cover image of show Brave New Edge

Brave New Edge

Podcast by Sinisa Stanojlovic, Nikola Legetic and Zoranka Desnica.

English

Business

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About Brave New Edge

Welcome to The Brave Edge, your go-to channel for real conversations about investment management, infrastructure, and strategy. Hosted by Sinisa, Nikola, and Zoranka, we explore how top-performing teams from hedge funds to family offices, tackle data, integration, and execution challenges. No fluff, no one-size-fits-all advice, just honest insights from the front lines of finance. Whether you're building systems from scratch or refining your edge, this is where smart investing meets smart infrastructure.

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10 episodes

episode Impact of AI on small cap investing: With Mario Tufano and Mark Roach artwork

Impact of AI on small cap investing: With Mario Tufano and Mark Roach

The conversation delves into the intersection of behavioral finance and small cap portfolio management, exploring the impact of AI on small cap investing. It covers the background and role at CS McKee, the approach to micro and small cap portfolio construction, behavioral philosophy in day-to-day decision-making, structural inefficiencies and persistent alpha in small cap investing, sentiment extremes and liquidity in small cap investing, AI's role in the investment process and workflow, AI's impact on narrative risk in micro and small cap investing, AI's use in reducing narrative risk, and concerns about AI's impact on work ethic and skill in investing. The views expressed in this podcast are those of the speakers as of the recording date and are subject to change. This discussion is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Any references to specific securities or market performance are provided for illustrative purposes only and may not be representative of investments made by CS McKee or its clients. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal.

26 Mar 2026 - 44 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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