The latest LLM from Anthropic, Opus 4.6, is able to produce decent discounted cash flow (DCF) models and I spoke with Keith McLachlan from Element Investment Managers on what DCF is and its usefulness. We also spoke about using AI as part of the investment process and how he uses it to counter their investment thinking.
You can also listen to this podcast on iono.fm here.
Recent news that the hyperscalers are expected to spend more than $600 billion on capex got me asking Maarten Ackerman, chief economist at Citadel, about this impact on US GDP. It gives them a strong starting point and as he pointed out, contrasts strongly with a struggling Europe.
You can also listen to this podcast on iono.fm here.
Being in a vehicle accident is never fun and then you have to deal with the insurance aspect. I spoke with Naked’s Ernest North specifically asking about how the decision to write off a vehicle is made. The issue is the value of the vehicle relative to the cost of repair.
You can also listen to this podcast on iono.fm here.
I had a great conversation with PJ Veldhuizen from Gillan and Veldhuizen Inc about SME merger and acquisition potential. Merging two small struggling businesses really can create a more profitable venture. We also covered managing risks inherent in M&A rather than hoping nothing wrong will happen.
You can also listen to this podcast on iono.fm here.
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