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Today\u2019s guest is Ulrike Hoffmann-Burchardi, a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor\u2019s flagship fund.\xa0Her area of focus is around digital, data & disruptive innovation. Barron\u2019s named her as one of the 100 most influential women in finance this year.\nIn today\u2019s episode, she starts by lessons learned over the past 25 years working at a famed shop like Tudor. Then we dive into topics everyone is talking about today: data, AI, large language models. She shares how she sees investment teams incorporating AI and LLMs into their investing process in the future, her view of the macro landscape, and finally what areas of the market she likes today.\xa0\nWith all the AI hype going on, there couldn\u2019t have been a better time to have her on the show. And we even had an AI program record the intro with my voice!\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nSponsor: Future Proof, The World\u2019s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Over 3,000 finance professionals and every relevant company in fintech, asset management and wealth management will be there. It\u2019s the one event that every wealth management professional must attend!\n\nSponsor: Today\u2019s episode is sponsored by\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\u2019s largest institutions, funds, and money managers. Subscribe for free\xa0here.\nFollow The Idea Farm:\xa0Twitter\xa0|\xa0LinkedIn\xa0|\xa0Instagram\xa0|\xa0Tik Tok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices