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Artem Fokin on Improving with AI and Expert Calls

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Manage episode 507102607 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem shares how he integrates AlphaSense’s newest tools—like Grid and Deep Research—into his diligence process, and the pair compare approaches to conducting and analyzing expert calls. This is a tactical, in-the-weeds discussion on using tech to sharpen your edge.

You can see the first podcast with Artem Fokin (Perfecting the investing craft) here: https://www.yetanothervalueblog.com/p/perfecting-the-investing-craft-with

__________________________________________________________

[00:00:00] Intro and AlphaSense partnership

[00:03:43] Focus on investor improvement

[00:06:03] Rise of expert call libraries

[00:07:53] Expert calls vs AI usage

[00:11:31] Sourcing expert interviewees

[00:13:19] Determining expert call relevance

[00:19:23] Comparing customer and sales views

[00:23:52] Bias in former employees

[00:30:31] Weighing extreme expert feedback

[00:34:01] Best expert screening practices

[00:39:40] Switch to AI conversation

[00:43:42] Efficiency gains via AI tools

[00:44:43] Using AlphaSense Grid effectively

[00:51:35] AI for transcript filtering

[00:55:22] Deep Research feature walkthrough

[00:56:21] Keeping up with new features

[00:59:27] Underrated AlphaSense user tip

[01:01:34] Closing and final remarks

Links:

Yet Another Value Blog - https://www.yetanothervalueblog.com

See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

  continue reading

346 episodes

Artwork
iconShare
 
Manage episode 507102607 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem shares how he integrates AlphaSense’s newest tools—like Grid and Deep Research—into his diligence process, and the pair compare approaches to conducting and analyzing expert calls. This is a tactical, in-the-weeds discussion on using tech to sharpen your edge.

You can see the first podcast with Artem Fokin (Perfecting the investing craft) here: https://www.yetanothervalueblog.com/p/perfecting-the-investing-craft-with

__________________________________________________________

[00:00:00] Intro and AlphaSense partnership

[00:03:43] Focus on investor improvement

[00:06:03] Rise of expert call libraries

[00:07:53] Expert calls vs AI usage

[00:11:31] Sourcing expert interviewees

[00:13:19] Determining expert call relevance

[00:19:23] Comparing customer and sales views

[00:23:52] Bias in former employees

[00:30:31] Weighing extreme expert feedback

[00:34:01] Best expert screening practices

[00:39:40] Switch to AI conversation

[00:43:42] Efficiency gains via AI tools

[00:44:43] Using AlphaSense Grid effectively

[00:51:35] AI for transcript filtering

[00:55:22] Deep Research feature walkthrough

[00:56:21] Keeping up with new features

[00:59:27] Underrated AlphaSense user tip

[01:01:34] Closing and final remarks

Links:

Yet Another Value Blog - https://www.yetanothervalueblog.com

See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

  continue reading

346 episodes

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