BEDROCK Podcast E24 - "Investment Research Special: Embracing AI in the Spring Chill: The Challenges and Expectations of a Post-95 Global Analyst"

https://youtu.be/ollUB2fIYpo

Hello everyone, thank you for following! In this episode of the E24 podcast, BEDROCK Investment presents a special feature for our friends: "Embracing AI in the Spring Chill: Challenges and Expectations of a Post-95s Global Analyst."

🍃 Spring arrives, and all things revive.

Spring always brings a sense of renewal and the feeling of infinite possibilities once again. After the release of our New Year special, our entrepreneurial stories and investment reflections garnered attention and praise from many friends. Thank you!

After the Spring Festival, as we engaged more with the outside world, we increasingly felt the curiosity about BEDROCK's investment research team. People wanted to know how we systematically approach our daily investment work using a structured methodology. At the same time, through a series of programs, we shared how the BEDROCK team views, analyzes, and participates in the enormous investment opportunities presented by the AI era. This has also earned significant recognition for our foresight and expertise in the field of AI investment.

In 2026, the emergence of AI agents like OpenClaw and Cowork amazed global investors with their transformative potential. Faced with the topic of "AI replacing human labor," some are excited, some fearful, some embracing, and some are taking a wait-and-see approach. During the Spring Festival, BEDROCK's investment research colleagues, as pioneers in the domestic asset management industry in using AI for investment research, were extremely excited about this technology. At the same time, frequent conflicts and wars in certain regions of the world further intensified the challenges for global investors dealing with geopolitical issues.

How to understand the paradigm shift AI technology brings to the investment industry and how to integrate AI with our systematic investment system have been the focus of BEDROCK's investment research team over the past two months. In this episode, we invited two post-95s analysts from BEDROCK, Oliver and Barry, to share their perspectives on daily investment work, the characteristics of the new generation of global analysts, and how they navigate their professional paths in a more complex environment while working alongside AI.

👉 Timestamps:

01:51 Introduction of Barry and Oliver, two post-95s analysts graduated from Oxbridge

04:20 Memorable interview questions, such as "Are there aliens in the world?"

06:00 Reasons for transitioning from primary market internships to secondary market research and returning to China from overseas

08:17 Analysts' perspectives on BEDROCK's investment research methodology and daily work: clear definitions and efficient communication

12:41 Barry: Overwhelmed by too many methodologies, returned to BEDROCK as one of the earliest interns during a confused period

13:55 Oliver: Mutual recognition during interviews, moving from doubt to certainty that BEDROCK practices value investing

15:54 How to allocate and adjust the stock coverage pool? Each analyst needs cross-industry capabilities

17:05 Analyst evaluation: Emphasis on both results and process; "sitting on the bench" without pushing stocks is understandable

19:05 Analysts' simulated portfolios: Using positions to express recommendations and building from a PM's perspective

22:34 Analysts' views on leaders: High energy, high focus, high output

24:25 Analysts ask: Do juniors necessarily need to learn from leaders? Investment emphasizes mutual learning

25:35 Classic BEDROCK internal mantra: "Just ignore him"

28:32 Experiences using Cowork for investment research during the Spring Festival

32:24 Analysts' careers with AI: Both excited and anxious

34:29 BEDROCK's outstanding performance in the first two months of this year: Unique contributions to returns?

38:08 Did analysts first predict that PCB still has four times the room for growth?

40:07 Challenges and work in emerging market investments

44:15 How do the new generation of global analysts view competition with seniors and overseas peers?

47:00 An open mindset matters more than age; AI can better empower asset management companies with systematic investment research workflows