How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
YAVP episode #369
Host Andrew Walker speaks with Ryan Fennerty of AlphaSense about how investors can improve their use of expert calls and AI tools. Ryan shares practical ways to run better expert interviews, avoid bias, and extract deeper insight from operators. The conversation examines how AI is reshaping research workflows, accelerating earnings analysis, strengthening conviction, and enabling faster synthesis across expert transcripts and internal data. They also address portfolio monitoring, differentiated views, and the evolving skill set required for investors in an AI-driven landscape.
This podcast is sponsored by AlphaSense.
Expert calls have always been one of the best ways to build conviction—but great calls are about more than access. They’re about asking consistent questions, comparing perspectives, and turning raw signal into decisions before the market moves.
AlphaSense AI-Led Expert Calls pairs the experts you choose with a knowledge-base-informed AI interviewer to conduct high-quality conversations on your behalf—acting as a trusted extension of your team.
The difference is what happens next. Transcripts flow natively into AlphaSense, instantly searchable, comparable, and citable—so primary insights plug directly into earnings prep, diligence workstreams, and pitch books with zero tool-switching.
AI for coverage and efficiency. Humans for complexity and conviction. It’s the institutional edge that scales research without scaling headcount.
Learn more at 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.
Transcript for paid subs begins below (Note: in order to get these up quickly, I post an AI generated transcript alongside the podcast. A professionally edited transcript comes a few days later; I replace the AI generated transcript once the professional one is available)