How to Use AI to Research Stocks (With Brian Feroldi)

The Personal Finance Podcast

Andrew Giancola

Entrepreneurship, Investing, Business

4.6 • 1.2K Ratings

🗓️ 3 November 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy today! Get all of Brian's Prompts from this episode here! In this episode of The Personal Finance Podcast, Andrew teams up with Brian Feroldi—making his fifth appearance on the show—to reveal how to use AI as your personal junior analyst to research and analyze stocks faster without replacing your judgment, showing you how to tackle massive 10-K filings by giving AI the right structure to find signal instead of noise, breaking down companies into business models, moats, financials, and risks, plus walking through live demos of the exact prompts Brian uses to analyze businesses step-by-step, making fundamental analysis dramatically faster and more approachable for any investor. How Andrew Can Help You: Listen to The Business Show here. Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count! Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining Index Fund Pro! This is Andrew’s course teaching you how to invest! Watch The Master Money Youtube Channel! , Ask Andrew a question on Instagram or TikTok Learn how to get out of Debt by joining our Free Course Leave Feedback or Episode Requests here. Car buying Calculator here Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast DELL: Get a new Dell AI PC starting at $749.99, at Dell.com/ai-pc Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Acorns: Start investing automatically with Acorns and get a $5 bonus at Acorns.com/PFP Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/ Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off! Connect with Brian Feroldi: Website Linkedin Youtube Twitter Instagram Tiktok Facebook Connect With Andrew on Social Media: Instagram TikTok Twitter Master Money Website Master Money Youtube Channel Free Guides: The Stairway to Wealth: The Order of Operations for your Money How to Negotiate Your Salary The 75 Day Money Challenge Get out Of Debt Fast Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Introducing your new Dell PC, powered by the Intel Core Ultra processor. It helps you handle a lot,
0:07.3	even when your holiday to-do list gets to be a lot because it's built with an all-day battery,
0:12.9	plus powerful AI features that help you do it all with ease, from editing images to drafting emails,
0:17.9	to summarizing large documents, to multitasking. So you can organize your holiday shopping and make custom holiday decor and search for great
0:24.1	holiday deals and respond to holiday requests and customer questions and customers requesting
0:28.1	custom things and plan for the perfect holiday dinner for vegans, vegetarians, pescatarians,
0:32.1	and Uncle Mike's carnivore diet.
0:33.9	Luckily, you can get a PC that helps you do it all faster.
0:37.0	So you can get it all done.
0:38.9	That's the power of a Dell PC with Intel Inside, backed by Dell's price match guarantee.
0:44.3	Get yours today at Dell.com slash holiday. Terms and conditions apply. See Dell.com for details.
0:51.4	Where do you find a clear signal in a world of static?
0:54.9	In a time of rapid change cut through the noise,
0:58.0	the economist goes beyond the headlines to decode the forces shaping today and defining
1:03.5	tomorrow.
1:04.5	Get the full story.
1:05.9	It's more than news.
1:07.1	It's a trusted global perspective.
1:09.5	The economist know which way is up.
1:12.5	On this episode of the Personal Finance podcast,
1:15.9	how to use AI to research stocks with Brian Ferraldi. What's up everybody and welcome to the personal finance podcast. I'm your host, Andrew
1:42.6	founder of MasterMoney.com. And today on the personal
	...

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