119: AI's Influence on Financial Strategies

Barenaked Money

Kathryn Toope and Verecan Capital Management Inc.에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kathryn Toope and Verecan Capital Management Inc. 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 40:59

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Unveiling AI's Impact on Financial Planning with Diandra Camilleri

In this episode of Barenaked Money, host Colin White of Verecan Capital Management is joined by Diandra Camilleri, an associate portfolio manager and in-house AI expert. The conversation delves into the role of artificial intelligence in financial planning. They discuss Diandra's observations from a recent survey on Canadians using AI to manage finances and her experiments with AI tools like ChatGPT. The discussion touches on the promise and pitfalls of using AI for investment advice, highlighting both its potential and significant limitations. They also explore broader implications for financial advisors and the industry as AI technology evolves.

00:00 Introduction to Barenaked Money
00:19 Meet Deandra: AI Expert
01:16 AI in Financial Planning: Survey Insights
02:24 Exploring AI's Investment Recommendations
05:00 AI's Limitations and Surprising Reactions
08:43 The Future of AI in Financial Planning
15:37 Human Touch in Financial Advice
18:31 AI's Popularity vs. Value Fallacy
21:24 The Viral Bank Fraud Phenomenon
22:02 AI's Role in Financial Advice
23:12 The Ethics of Financial Advice
26:06 AI's Impact on the Financial Industry
27:55 The Future of AI in Finance
32:21 Balancing Efficiency and Ethics
36:12 Concluding Thoughts and Future Predictions
38:43 Final Remarks and Contact Information