No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. <br/><br/><a href="https://www.compoundwithrene.com?utm_medium=podcast">www.compoundwithrene.com</a>

No More Investing Secrets!
Claim This Podcastby René Sellmann
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No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. <br/><br/><a href="https://www.compoundwithrene.com?utm_medium=podcast">www.compoundwithrene.com</a>
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Publishing Since
8/11/2024
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Recent Episodes

July 7, 2026
Is this 1999 all over again? The case for looking anywhere but US tech
<p>Today’s guest, Marc, runs the Learning <a target="_blank" href="https://substack.com/profile/111629575-learninginvestingthriving">Learning.Investing.Thriving.</a> blog on Substack, and his path there was anything but linear. Having lived in the US, France, and Asia, he traded relative value at Morgan Stanley before walking away from finance to teach. In this conversation, we get into why he compares assets and industries rather than obsessing over absolute valuations, and what that lens tells him about today’s market.</p><p>We spend real time on the AI and semiconductor boom. Is it 1999 again, or something different? Marc makes the case for European markets outperforming the US once more, and explains his growing interest in Japan and South America. We dig into total addressable market as a framing tool, the role of retail investors and leverage products in the volatility we keep seeing, and why so much of the market misreads risk right now.</p><p>Then there’s the human thread. Marc tells the story of his former accounting professor who made a dry subject feel alive and, in doing so, redirected his entire career. It’s a reminder that the right teacher at the right moment can change everything.</p><p>PS: Marc sent me an update this morning on his former teacher: “He’s still there. Since 1982!“</p><p>If you think about markets in terms of edge, patience, and where the crowd is looking versus where it isn’t, this one is for you.</p> <br/><br/>Get full access to Compound with René at <a href="https://www.compoundwithrene.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">www.compoundwithrene.com/subscribe</a>

June 25, 2026
AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)
<p>In this episode, I sit down with the mind behind <a target="_blank" href="https://substack.com/profile/33850273-compound-with-ai">Compound With AI</a>, the French investor who has built the most-followed account at the intersection of artificial intelligence and investing – now past 61,000 subscribers, ahead of even Aswath Damodaran, the “Dean of Valuation.” Wow! We trace his path from finance to becoming a go-to voice on putting AI to work in real investment research, and unpack how he carved out such a distinctive niche.</p><p><strong>A quick note before you dive in:</strong> we recorded this one over video, and at a few points (mainly towards the end) minor connection issues crept in, causing some short cutoffs in the audio. Apologies for the occasional rough patch – the conversation and ideas more than hold up, and I didn’t want a few dropped seconds to keep this one from reaching you.</p><p>The heart of the conversation is practical. We walk through a typical research day and where AI actually fits, from idea generation to final conviction – which parts of the process he’s fully automated, which are AI-assisted, and which he deliberately keeps manual. He breaks down the tools he’s most proud of, automating corporate filings, and how genuinely accessible all of this has become for non-technical investors. We also get tactical on prompting: what separates a great investing prompt from a mediocre one, etc., etc.</p><p>We close on the harder questions. Where does AI still fall short for serious investment work – hallucinations, bad sourcing, made-up numbers? Can these models do real second- and third-order thinking, or are they pattern-matching plausible reasoning? </p><p>If you want to start using AI seriously in your own process, listening to this episode is a must, I believe. </p> <br/><br/>Get full access to Compound with René at <a href="https://www.compoundwithrene.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">www.compoundwithrene.com/subscribe</a>

May 9, 2026
Will AI Make Markets Less Efficient?
<p>Investors are currently obsessed with AI’s potential in almost every sector, but for investors, the stakes are uniquely high. Is this technology going to turn the stock market into a perfectly efficient machine where “alpha” goes to die, or is it actually creating more chaos for the rest of us, the stock pickers, to exploit?</p><p>In my latest video, I dive into this tension. Inspired by a recent Goldman Sachs podcast featuring their quant team, I explore the widening gap between how machines “price” assets and how long-term value is actually built.</p><p><strong>The big question I want to pose to you:</strong> Is AI making markets more efficient, or is it just making them more reactive?</p><p>I’ve shared my full thoughts in the video, but I’d love to hear your take in the comments – are you finding AI to be a net positive for your strategy, or is it just adding noise?</p> <br/><br/>Get full access to Compound with René at <a href="https://www.compoundwithrene.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">www.compoundwithrene.com/subscribe</a>
73 total episodes available
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