Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
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Episode Description
Stefan Jansen is the founder and CEO of Applied AI. He advises Fortune 500 companies, investment firms, and startups across industries on data & AI strategy, building data science teams, and developing end-to-end machine learning solutions.
Before his current venture, he was a partner and managing director at an international investment firm, where he built the predictive analytics and investment research practice. He was also a senior executive at a global fintech company with operations in 15 markets, advised Central Banks in emerging markets, and consulted for the World Bank. In this podcast, we discuss:
- Defining AI as a Moving Target
- The Trading vs. Business Data Science Divide
- Synthetic Data and the "Fat Tail" Challenge
- Shapley Values: Turning Black Boxes Grey
- Agentic AI and Unstructured Data
- RAG, Provenance, and the Context Window Debate
- The "Alpha Factory" Workflow
- Reinforcement Learning (RL) for Execution, Not Prediction
- The Critical Role of Human Context
- Advice for the AI-Native Job Market