52:48

PlusBuy-Side Meets Sell-Side

An AI and Robotics Investing Framework

Featuring Jonathan Cohen and Andreas Steno Larsen

Jun 16, 2023 • 52 minutes

Plus

Buy-Side Meets Sell-Side

An AI and Robotics Investing Framework

AI and Robotics investor Jonathan Cohen joins Andreas to share how he navigates this sector.

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6

Featuring Jonathan Cohen and Andreas Steno Larsen

Jun 16, 2023 • 52 minutes

As AI-related stocks continue to boom, how should sensible investors approach this space? Real Vision's Andreas Steno Larsen welcomes Jonathan Cohen, CIO and founder of Robocap Asset Management and a veteran investor in AI and Robotics, to explore how we should think about these revolutionary industries.

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Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

More Episodes

Listen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.

More Episodes

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