The Biggest AI Investment Mistakes Investors Could Make episode artwork

EPISODE · Jul 6, 2026 · 36 MIN

The Biggest AI Investment Mistakes Investors Could Make

from Merryn Talks Money · host Bloomberg

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.See omnystudio.com/listener for privacy information.

NOW PLAYING

The Biggest AI Investment Mistakes Investors Could Make

0:00 36:55

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Merryn Talks Money?

This episode is 36 minutes long.

When was this Merryn Talks Money episode published?

This episode was published on July 6, 2026.

What is this episode about?

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI...

Can I download this Merryn Talks Money episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!