The Hidden Moat in Institutional Research (feat. Greg Irwin)

The Hidden Moat in Institutional Research (feat. Greg Irwin)

In this conversation, Greg Irwin, co-founder of BWG Global, discusses the role of his company in providing fundamental research for institutional investors. He emphasizes the importance of community and networking in the tech industry, the logistics of organizing expert discussions, and the balance between art and science in research methodologies. The conversation also explores the transformative impact of AI on research and enterprise software, the geopolitical implications of technology, and the evolving landscape of investing in AI and technology stocks. Greg shares insights on lock-in strategies in technology and the role of AI coding tools in modern development, concluding with reflections on the future of enterprise software.

Episoder(462)

You Can’t Debug the Stock Market (feat. Dr. Adam Link)

You Can’t Debug the Stock Market (feat. Dr. Adam Link)

In this episode of the Snowpal podcast, Dr. Adam Link, founder of Fireweed Capital, shares his unique journey from software engineering to wealth management. He discusses common financial mistakes eng...

30 Des 202550min

AI Writes Code, Engineers Build Systems (feat. Ran Aroussi)

AI Writes Code, Engineers Build Systems (feat. Ran Aroussi)

In this conversation, Krish Palaniappan interviews Ran Aroussi, founder of AutoMaze, discussing the transformative impact of AI on software development and the training of junior developers. Ran share...

22 Des 20251h

Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

Micron Technology (NASDAQ: MU) is often described as a memory and storage company—but that label significantly understates what the company has become. While memory has historically been viewed as a c...

18 Des 202528min

Can AI Save the Planet Without Burning It?

Can AI Save the Planet Without Burning It?

In this conversation, Josh Dorfman, CEO of Supercool, discusses the intersection of climate innovations and AI technologies. He explains the importance of understanding carbon emissions and the collec...

15 Des 20251h

The AI Cycle Wall Street Can’t Ignore

The AI Cycle Wall Street Can’t Ignore

In this conversation, Krish Palaniappan discusses the risks associated with investments in the current market, particularly focusing on the potential for solid investments to weaken and the implicatio...

25 Nov 202517min

The Hidden Cost of Young Adults’ Debt

The Hidden Cost of Young Adults’ Debt

In this podcast, Krish Palaniappan discusses the alarming levels of debt among young adults, particularly focusing on student loans and car loans. He reflects on the financial decisions made by this d...

25 Nov 202515min

70% Auto-Generated Code: The Future of Software Teams (feat. Clive Dsouza)

70% Auto-Generated Code: The Future of Software Teams (feat. Clive Dsouza)

Clive Dsouza brings over 16 years of experience in IT, including significant contributions at major retail companies like Target and Lowe’s. He introduces the concept of real-time server-driven web co...

10 Nov 202537min

The New Normal: Data Breaches and Business Resilience (feat. Richa Kaul)

The New Normal: Data Breaches and Business Resilience (feat. Richa Kaul)

In this conversation, ⁠Richa Kaul⁠, CEO of ⁠Complyance⁠, discusses the importance of data privacy and compliance in today’s business landscape. She emphasizes the necessity of investing in proactive c...

6 Nov 20251h 1min

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