Your Real Investing Edge in the AI Era
Wednesday, September 23, 2026 · Johnny Hopkins
During their recent episode, Taylor, Carlisle, and Ian Cassel discussed Your Real Investing Edge in the AI Era. Here’s an excerpt from the episode:
What’s not commoditised is you willing to get on a plane and have a one-on-one conversation with a management team and try to gain some differential insights. That’s an edge that was around 80 years ago, and it’s still around there today. And it’s probably more important today.
Obviously, I believe that confirmation bias to how I also invest, but I do feel like that is becoming more important.
You know, and even on building community side with Microcap Club and the events, like I think the events are becoming more important.
You know, people just want to go out and meet the management teams in person because it’s becoming more and more of an edge to actually try to gain some differential insights through the old school way of building relationships.
Right? So, yeah.
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