How the Nostradamus of AI got it wrong, while being right

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July’s market returns may have looked relatively flat on the surface, but beneath them lay significant volatility across AI-related technology stocks.

In this episode, Linda Eedes unpacks the story of a high-profile AI hedge fund collapse and the lessons it offers on risk management. She explores why successful investing is about more than predicting the future, highlighting the importance of diversification, valuation discipline and avoiding leverage to build resilient portfolios for the long term.

Tune in for a timely reminder that successful investing is not about predicting the future with certainty, but about building resilient portfolios that can endure whatever the future brings.
13 Aug English South Africa Investing · Management

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