In this follow up to episode #333 (perfecting the investing craft), 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.
This podcast is sponsored by AlphaSense’s AlphaSummit.
This October, AlphaSense is hosting its first-ever AlphaSummit 2025 in Brooklyn, and I’ll be there too. The event will feature leaders from UBS, Wells Fargo, Accenture, Google, Stripes Group, The Carlyle Group, and many more, sharing how AI is reshaping investment research and decision-making.
What makes AlphaSummit special is that it’s not just about ideas — it’s about real workflows and strategies top firms are using right now. The lineup of industry-leading keynote speakers keeps growing, so check the event site for the most up-to-date speakers and topics. Over three days, you’ll hear from industry leaders, connect with peers across finance and corporate strategy, and be part of conversations you won’t find anywhere else.
I’d love to see you there. Join me at AlphaSummit 2025, October 6th–8th at The Refinery at Domino. To register and see the full agenda, go to alpha-sense.com/yavp.
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Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript
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