Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation | #497

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 30 August 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Ulrike Hoffmann-Burchardi, a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund. Her area of focus is around digital, data & disruptive innovation. Barron’s named her as one of the 100 most influential women in finance this year. In today’s episode, she starts by lessons learned over the past 25 years working at a famed shop like Tudor. Then we dive into topics everyone is talking about today: data, AI, large language models. She shares how she sees investment teams incorporating AI and LLMs into their investing process in the future, her view of the macro landscape, and finally what areas of the market she likes today. With all the AI hype going on, there couldn’t have been a better time to have her on the show. And we even had an AI program record the intro with my voice! ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Over 3,000 finance professionals and every relevant company in fintech, asset management and wealth management will be there. It’s the one event that every wealth management professional must attend! Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow
0:14.0	wealthier and wiser. Better investing starts here.
0:17.0	Meck Baber is the co-founder and chief investment officer at Cambury Investment Management.
0:21.0	Due to industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:25.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.6	the opinion of Cambria Investment or its affiliates.
0:31.3	For more information, visit Cambria Investments.com.
0:33.4	Welcome podcast listeners. We have a special episode today. Our guest is
0:41.5	O'Rika Hoffman Bertardi, a portfolio manager at Tudor Investment
0:45.3	Corporation, where she oversees a global equity portfolio inside Tudor's flagship fund. Her area of
0:51.3	focuses around digital, data, and disruptive innovation.
0:55.0	Barons named her as one of the 100 most influential women in finance this year.
0:59.0	In today's episode, she starts by lessons learned over the past 25 years working at a fame shop like tutor
1:05.2	Then we dive into topics everyone is talking about today data AI large language models
1:09.7	She shares how she sees investment teams incorporating AI and
1:13.7	LLLMs into their investing process in the future. Her view of the macro
1:17.9	landscape and finally what areas of the market she likes today. With all the
1:21.5	AI hype going on there couldn't have been a better time to have her on the show.
1:28.4	This episode is brought to you by 10 East. Long time listeners know I've invested in private markets quite a bit
1:34.4	myself but with access to these markets broadening it can be hard to know where to
1:38.4	find vetted high quality offerings. That's where 10 East comes in.
	...

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