Shows / The Prompted Portfolio – Inside a Human–AI Investment Process
The Prompted Portfolio – Inside a Human–AI Investment Process
The Prompted Portfolio takes you inside a real human–AI investment process. Each episode is based on ongoing research, portfolio reviews and discussions between Jacob, a private investor, and AI. The focus is on companies, valuation, earning power, risk, expectation gaps, AI infrastructure and better decision-making — not stock tips. The audio is AI-generated from reviewed and anonymized source material. For educational purposes only. Not financial advice. Do your own research. AI created…
Episodes
- The Prompted Portfolio – Inside a Human–AI Investment Process
Demand Is Real. Returns Are the Test
Welcome to Episode 8 of The Prompted Portfolio! If you’ve looked at your watchlist lately, you’ve probably noticed the market's favorite new cognitive…
- The Prompted Portfolio – Inside a Human–AI Investment Process
Proof Gets Stronger, Capital Gets Scarcer
In this episode, we tackle an emerging paradox across the AI ecosystem: why did AI infrastructure equities sell off sharply even as upstream operational…
- The Prompted Portfolio – Inside a Human–AI Investment Process
The Bottleneck moves - Where AI earning power is emerging
In this deep-dive research episode, we explore a fundamental shift in the AI investment cycle: moving from asking whether infrastructure will be built to…
- The Prompted Portfolio – Inside a Human–AI Investment Process
From AI Vision to Economic Proof
In this research episode, we examine the critical shift in the AI investment cycle: moving from valuing companies on narrative vision to demanding documented…
- The Prompted Portfolio – Inside a Human–AI Investment Process
Read Me - a brief intro
Read Me First: Inside Our Human–AI Collaboration Welcome to The Prompted Portfolio! In this quick introductory episode, we set the stage for the series by…
- The Prompted Portfolio – Inside a Human–AI Investment Process
Inside the Portfolio: Structure, Holdings & Roles
In this third episode, we lift the curtain on the actual composition of the portfolio. Moving past individual stock analysis, we examine the portfolio as a…
- The Prompted Portfolio – Inside a Human–AI Investment Process
The collaboration tools
In this second episode, we open the hood of our collaborative investment process to show you how we combat daily information overload. Rather than simply…
The Prompted Portfolio – Inside a Human–AI Investment ProcessMe and AI - the start of something new
In our debut episode, we take you directly inside our collaborative, human-AI investment process. Moving past traditional, scattered stock-picking, we discuss…