4.6 • 216 Ratings
🗓️ 4 May 2022
⏱️ 27 minutes
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0:00.0 | And we did that by first interviewing close to 4,000 folks that we met on Instagram and Reddit and Facebook. |
0:08.1 | Real investors just to understand their paypoints. |
0:11.0 | And lo and behold, nobody has any problems buying and selling stocks, you know, going through the broker services side of things. |
0:16.8 | No one has any issues figuring out what to buy because there there's just a plethora of here the top ideas. |
0:22.3 | But they had a lot of issues figuring out how much to buy of something, how to build a |
0:26.5 | diversified portfolio, when to take your profits, cut your losses. |
0:30.2 | And, you know, how do I go about trading what's becoming increasingly more volatile |
0:33.5 | marketplace? |
0:35.1 | Boom, you're describing institutional portfolio management. I'm Stephen |
0:39.3 | Matthai Davis, the founder and CEO at QAI. This is Code Story, the podcast bringing you |
0:51.3 | interviews with tech visionaries who share in the critical moments of what it takes to change in industry and build and lead. |
0:59.5 | A team that has your back. |
1:02.4 | I'm your host, Noel Aipart. |
1:04.5 | And today how Stephen Mathie Davis built the AI for your investment portfolio so you can build wealth by doing nothing. |
1:13.5 | All this and more. |
1:15.1 | Oncoat story. |
1:19.7 | Stephen Mathie Davis grew up in a family where he was expected to go into the by-side of Wall Street. |
1:25.1 | Originally, he rebelled against this, pursuing professional kickboxing and even running his own dojo in New York. Fun fact, he has eight black belts, |
1:33.2 | and has started teaching his kids how to box. In his late 20s, he came back to Wall Street |
1:37.4 | and experienced the 2008 crash and rebound. Along his journey, Stephen realized that his friends |
1:43.4 | didn't have access to the same money management tools and strategies that institutional investors had. |
1:49.2 | He became inspired to offer these types of investment tools to the average person. |
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