The Agent Has a Wallet: Can Retail Investors Really Get a Wall Street Desk?

A startup called Heurist packed institutional-style research — premium data, filings, deep research, portfolio stress tests — into one chat app, with an AI that buys its own market data a few cents at a time. Daniel and Emily ask what actually gets democratized when everyone can afford the desk: information, analysis, or just the illusion of judgment. ## Hosts ### Daniel Altman Daniel Altman is a computer scientist and AI strategist with a background in engineering, quantitative research, and emerging technologies. He studies how technological breakthroughs reshape industries, markets, work, and human capabilities. ### Emily Carter Emily Carter is a business strategist and former technology product leader with experience building digital products and studying how innovation reaches millions of users. She focuses on AI adoption, business transformation, work, education, entrepreneurship, and leadership. ## Sources - https://aws.amazon.com/blogs/machine-learning/how-heurist-finance-built-an-ai-native-investment-workbench-on-amazon-bedrock-agentcore/ ## Episode Information Language: en Published: 2026-09-12T02:59:10.836735+00:00