Main Management on Innovation, AI and How to Own the Future

In this episode, we discuss innovation, what to look for in growth tech companies, Main Management’s ETF TMAT, large language models and how to “own your future.”

• What advice does James have to offer for other young professionals hoping to enter the financial services industry?
• What does Main Management believe is not currently working about the traditional ways of capturing growth in the markets?
• For investors who are looking for growth tech companies to invest in, what qualities does James believe differentiate good emerging tech companies from unsuccessful ones?
• What makes Main Management’s TMAT different from other thematic ETFs in the space?
• Why is TMAT built with individual stocks?
• What kind of exposure should growth investors aim for with TMAT?
• What were some of the highlights from this year’s presentation on the power and usefulness of AI at the Main Management conference?
• Where are we on the curve of AI adoption so far in James' opinion?
• What are some of the biggest myths around AI that James has seen?
• What is one risk about AI investments that the market is under pricing and how is Main Management managing that risk in their ETF TMAT?
• How are James and Kim using TMAT in their personal portfolios right now? Also, any rules of thumb for sizing a position in TMAT for advisors and investors?
• How do James and Kim “own their future” when it comes to health, family and general wellbeing?
• What are James’ and Kim’s workout routines?
• What’s a personal practice that gives James an edge both professionally and personally?
• What are some of the parallels between disciplined living and disciplined investing?

Quote

“It’s very hard, especially early on, to predict the exact winners and losers of any sort of major change. If you’re picking ten different companies and nine are complete failures, and one is the absolute huge winner of that cycle, you’ve actually done pretty well. So, that’s kind of the philosophy that we go into growth investing with.” - [08:00] James Maxwell

Links

• Kim Arthur on LinkedIn
• James Maxwell on LinkedIn
• Main Management
• “Harder, Better, Faster, Stronger” by Daft Punk

Connect with Us

• Rusty Vanneman on LinkedIn
• Robyn Murray on LinkedIn