Financial Modeling
topic on 3 shows · 4 statements across 4 episodes
Latent Space 
Capital Allocators 
Big Technology
4 statements about Financial Modeling, every show
Conover: Push-button automated financial modeling misses the core purpose of modeling
“The other piece of this is that the financial modeling is often very, when we talk to our users, it's very personal. So they have a specific view of how a company is structured. They have the, you know, one key driver of asset performance that they think is re…”
Tepper: Financial models matter less than executive capital allocation discipline
“And so you can write the best write up you want, make the most amazing model that's accurate down to the penny. But if management goes out and blows all their cash on a terrible acquisition, they just destroyed a tremendous amount of value. So getting to know …”
Shah: OpenAI tools replicate a decade of financial modeling skills in minutes
“Now you can plug something into to open AI and you can develop a model in minutes. So that's taking probably something like 10 years of work and being able to replicate it in maybe not the perfect capacity, but you can get pretty darn close in, in, you know, i…”