37. New tools, old habits: Investing in the age of AI episode artwork

EPISODE · Aug 6, 2026 · 45 MIN

37. New tools, old habits: Investing in the age of AI

from The Allan Gray Podcast · host Allan Gray

Artificial intelligence (AI) is transforming the way investors access information and make decisions, yet the forces that drive markets remain remarkably familiar. In this episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy and Simon Skinner, director and head of Orbis’ Global Investment team, discuss the impact of AI on investing and market behaviour, the risks of false certainty and the enduring value of independent thinking. Allan Gray website · Investing through disruption: Lessons from history for the age of AI

Episode metadata supplied by the publisher feed · Published Aug 6, 2026

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37. New tools, old habits: Investing in the age of AI

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