In episode 215 of the podcast Justin and Mena tackle two frequently asked questions from our listeners:
Can AI beat the market?
What does it mean to "strikeout"?
AI investing headlines promise new edges—a smarter way to beat the market. Yet the reality, especially for families aiming to build sustained, multi-generational wealth, is far more disciplined. Think of financial markets as a field packed with “millions of people actually looking at companies, researching these companies, acting on news, trading them every single day.” Any edge—no matter how technologically advanced—gets erased fast under this pressure. The research is clear: “The persistence, the repeatability, it’s just really not there.” Chasing AI-driven strategies often means “chasing your tail or looking for the next little edge,” and coming up empty when the opportunity vanishes.
No athlete bats a thousand. Investing works the same way. Some picks miss—“striking out simply means that you invested in something that didn’t work—but those should be very small relative to the entire portfolio.” The key isn’t avoiding every loss. The key is “number of at-bats, and consistency over time, compounding on those results for the long-term.” Enduring wealth is built on discipline and repeatable execution.
AI is a tool—not a shortcut or a substitute for patience and integration. At AWM, money is viewed as “a tool to accomplish what’s important to you.” Our focus: a multi-generational wealth operating system, crafted to outlast trends and cycles. Every financial decision is coordinated, every risk managed with purpose.
Long-term wealth comes from this type of stewardship. Success isn’t a moment or a lucky break. It’s the sum of disciplined decisions—a legacy designed to outlast single seasons and deliver true flourishing, generation after generation.
Our advisors are ready to serve as your Athlete Family Office.
Our advisors are ready to serve as your Athlete Family Office.