Markets Happy Hour Podcast March 5, 2026 - LIVE in New York City

We were delighted to be back in NYC for our second live podcast - joined by 25+ year veteran Jai Jacob. Jai overseas multi-asset and equity strategies and has built platforms that translate data science into practical portfolio decision. He speaks on modernization, customization and disciplined investment process in evolving markets. This special live podcast digs deeply into AI and investing, and Jai strips the discipline of investment back to 8 verbs e- Observe, Believe, Categorize, Qualify, Analyze, Rank, Weight and Commit. We go through each one and assess the different that AI will make, and explore areas where it might be less effective - such as in fiduciary oversight (can AI be a board member for example) and in creativity. We also tackle the problem of nurturing and training human capital and what that means for th next layer of ingenuity and resilience.