In this podcast episode, the hosts explore how AI is changing brokerage services, focusing on chatbots like Bridgewise's "Bridget." They discuss whether AI-generated stock recommendations can be trusted compared to traditional methods. The conversation also touches on the challenges of principle-based investing, especially following the SEC's recent actions against Inspire Investing for misleading practices known as "Bible-washing." Throughout the episode, the hosts emphasize the importance of accurate investment disclosures and encourage listeners to gain a deeper understanding of AI in finance and ethical investment strategies.
