HeyJaredMindful Data
Mindful data Where AI, finance, and impact meet thoughtful insights
- Indexed issues, last 90 days
- 6
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- Sep 24, 2026
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- Jul 12, 2026
Latest issues
This Week in AI for Investment Professionals: ChatGPT Comes for Wall Street, and a Warning Worth Reading (opens the original)
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Quick note before we get into it: last Friday, I was featured in 100 Women in Finance’s Women, Finance and AI Breakfast in San Francisco, hosted at YesSF. It’s a private, not-for-attribution event, so I won’t get into specifics of the discussion, but it was a great room and a good reminder that this conversation is happening in a lot of places right now, not just online.We had a great turnout, with atte
The AI Companion I Didn’t Know I Needed (opens the original)
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The long weekend is coming, so I feel like taking a step back from my usual thesis: AI for investment professionals. Instead, I want to keep it light and share an AI experience of my own.It might sound lighthearted and funny, but we can use this opportunity to think about how the concept of an AI companion will impact how we act, how we socialize, and, particularly, how kids learn and build social-emotional skills.Thanks for reading Mindful Data! Subscribe for free to
AI and the Rise of the DIY Retail Investor (opens the original)
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This week, I was very intrigued by a Bloomberg article titled “AI Is Turning Retail Traders Into DIY Hedge Funds.” The piece argues that AI is chipping away at the competitive edge of financial advisors and money managers, whose selling point has always been the ability to seize on rapid market moves or deploy models honed by years of expertise and data. More and more retail investors are incorporating AI into their investmen
Beyond the Model: Lessons from Bridgewater and Finance AI Benchmarks (opens the original)
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This week, I would like to share a few interesting AI applications for investment professionals.First, I came across a Bridgewater engineering talk at LangChain’s Interrupt Conference and found it fascinating. I often get asked about real, practical AI applications in the investment industry. Bridgewater’s case demonstrates that AI can meaningfully improve investment workflows. In this particular talk, the fo
Understanding Your Claude Tokens Before They Understand You (opens the original)
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It’s been a busy week. I had the opportunity to teach two Claude workshops: one on using MCP for finance professionals with CFA Society Seattle, and another introducing Claude to investment professionals with 100 Women in Finance.I was excited to share what I’ve learned using Claude, and the response was overwhelmingly positive. It’s clear there’s a growing interest among finance professionals in incorporating AI into their daily workflows. Surprisingly, one question came up in both workshops:<d
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