Summary4 min read

Podcast Summary: "De 7 Extra | Beleggen met ChatGPT: ‘AI verslaat nu al de meeste fondsenbeheerders’"

Podcast: De 7 by De Tijd
Host: Bert Rymen
Date: March 12, 2026

Overview

In this extra episode of "De 7," host Bert Rymen explores whether AI—particularly large language models like ChatGPT—can outperform human fund managers when it comes to stock picking and intelligent investing. Joined by investment and AI experts, the episode delves into practical experiences, strategies, limitations, and the future role of AI in asset management. The focus is on comparing the track records of AI-driven portfolios to those of professional investors, discussing new research, and sharing hands-on tips for those interested in using AI for investments.

Key Discussion Points & Insights

The AI Investment Landscape

AI Stock Picker Challenge: The episode opens with an overview of various experiments where professional traders and AI bots compete (00:27).
Growth of AI Investment Tools: Discussion of platforms like Etoro (Israeli-based) that already use various AI bots and tools in daily investment practices (01:54), highlighting that AI has become a mainstream assistant even for professionals.

Early Adoption and Setup

AI Portfolio Management: Early adopters share their experiences with tools like ChatGPT, stressing the importance of carefully constructing input prompts and strategies (02:37, 03:10).
Custom Strategy: The team describes a "burst rally" strategy tested by the AI, emphasizing context and data input as key determinants of performance (03:54, 04:33).

AI’s Edge: Speed, Scale, and Breadth

Unparalleled Speed: "AI is niet alleen snel met het verwerken van data, maar kan ook in real-time het nieuws filteren en evalueren." (05:58)
Human-AI Collaboration: AI is praised as a "sparring partner" and filter for information, supplementing but not replacing human insight (05:58-07:34).

Comparison of Top AI Bots

The hosts compare several well-known large language model bots:
- ChatGPT (OpenAI)
- Gemini (Google)
- Grok (XAI/Elon Musk)
- Copilot (Microsoft)
- Claude (Anthropic) (09:07-09:20)
Portfolio Diversification: AI portfolios are highlighted for balancing Dutch/European market exposure with US chip stocks and global industry leaders (09:53, 10:51).

Real-World Stock Choices

Blue Chip Bias: Companies like Apple, Johnson & Johnson, Nestlé, Microsoft, and Toyota often appear in AI-generated portfolios—a reflection of AI's reliance on publicly available data and analyst consensus (12:10).
Quote: "Er sluipt altijd een bias in richting Amerikaanse bedrijven, vooral Apple." (12:10, speaker B)

The Importance of Quality Prompts

Prompt Engineering: The team underscores that the quality and specificity of prompts dramatically impact the results AI generates for stock picks (18:55, 20:39).

AI Outperforming Human Fund Managers

Recent Research: The episode references recent studies where AI outperformed the majority of fund managers, albeit with a strong disclaimer about overfitting and backtesting (20:40-22:20).
Skepticism vs. Surprise: When asked if ChatGPT's performance is surprising, the answer is:
"Miraculous." (24:21, speaker B)

Notable Quotes & Memorable Moments

On AI’s Analytical Power:
“AI is niet alleen snel met het verwerken van data, maar kan ook in real-time het nieuws filteren en evalueren.” (05:58, speaker B)
On AI’s Stock Picking Bias:
“Er sluipt altijd een bias in richting Amerikaanse bedrijven, vooral Apple.” (12:10, speaker B)
On How to Get Rich Overnight (jokingly):
C: “How to be rich, very rich overnight.”
B: “Take your time. Deep research.”
D: “Deep research.”
(14:28-14:35)
On AI’s Surprising Results:
A: “Does chatgpt surprise surprise him?”
B: “Miraculous.”
(22:45-24:21)

Important Timestamps & Segments

[00:27] — Introduction to human vs. AI stock picking challenge
[01:54] — AI tools in professional trading platforms
[03:10] — Setting up ChatGPT for investment strategy
[05:58] — AI as information filter and sparring partner
[09:07] — Brief overview: ChatGPT, Gemini, Grok, Copilot, Claude
[12:10] — Real-world AI stock picks and blue-chip bias
[14:28-14:35] — The “How to get rich” exchange
[18:55] — Prompt quality and its importance
[20:40-22:20] — AI stock picking vs. human fund managers: recent study
[24:21] — Reaction to AI’s outperformance: "Miraculous"

Actionable Tips & Resources

Specific Prompts Shared: Examples of prompts to try with ChatGPT and other AI bots are noted as available in the show notes (28:13).
Caution for Listeners: Emphasis on due diligence and not blindly trusting AI stock picks—always combine with human research (ongoing theme).

Conclusion

With input from AI and investment professionals, this episode evidences that AI—when used thoughtfully—can now outperform most human fund managers in stock selection, thanks in large part to speed, breadth, and real-time analysis capacities. However, the discussion also remains cautious, emphasizing the crucial role of human oversight, proper "prompt engineering," and the need for skepticism regarding backtested results. For listeners, the episode offers both actionable prompts and a realistic picture of where AI fits in the modern investor's toolkit.

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Transcript35 lines

[00:27]
A
Trends of news headlines Dan unprofessionale trader dussvedachter Warungit Vernapp against the chatbot Slater stock picker and geicohusetunement Belke and war haute best reckoning me offsells Heil MAU over the latter Anand bot operator in days of podcast met an expert an Erfarings des Kundige and met artificiale intelligence self Egg Bender van van Eyck welcome by an extra of Flav van der Zeifer over the do's and don'ts van Balek meet AI. Producer Bertite and winner dag chatgpt AI chatbot.
[01:55]
B
Of andre AI botsen the broker etoro and israeli. Professionals. Info insit kampfu wangendor hut kopper AI tools yeah.
[02:38]
A
Early adopters. And rober jaybentes metta hoft breischamlob.
[03:10]
C
The input van chatgpt and on another account.
[03:55]
A
What was the strategy from the AI that is the burst rally Robert, who have you talked about?
[04:00]
C
The setup was.
[04:33]
A
By the Burst rally. Now I'll start Moy av Grondan Vortis Marhut the bird's release and spell met specific Rachel's hood.
[05:59]
B
Mensilica yeah for the van AI is not only the snell at Varma TV data punt and Analysia and the Jarvislag and Volcan the news flow run t Bedrev and Volkan I will Maclic as sparing partner of us filter Hebrew Sam of the of that unbundling for marketing assistant function that is the for an Amsterdam noid for lady men held behr in the hand and AI botne.
[07:34]
C
The conference call.
[08:27]
B
Itself the Brundata and the context Vanukosis.
[09:08]
A
And chatgpt van OpenAI Gemini van Google hello, can you hear me? Grok van Elon Musk's XAI how can
[09:17]
B
I assist you today?
[09:18]
A
Copilot van Microsoft hello and Claude van
[09:21]
B
Anthropic how can I help you?
[09:22]
A
Vorvenarhun Koplas Jan Kke Ellen.
[09:54]
B
The AI portfolio he managed the function of the British mart and Dutch.
[10:51]
C
Data counts Zetavural in Oberobese andele and dadok for all in half isml bez stme hel volatile. Bertland and naramerica chips and on Ehler community constra here in Europa okmed chip sector Zettes And DoR this AI and ChatGPT benefit.
[12:10]
B
Apple, johnson and johnson nestle Microsoft of toyota. Chip sector is. The info out there. Bias of an Americans of worker Apple
[13:24]
A
Johnson and Johnson Nestle Microsoft Toyota.
[13:46]
B
You build before build track record of return on invested capital. Hello, chat GPT.
[14:28]
C
How to be rich, very rich overnight.
[14:34]
B
Take your time. Deep research.
[14:36]
D
Deep research.
[14:37]
C
Go.
[14:59]
A
Gemini, Grok co pilot and Claude.
[15:47]
B
Nvidia Microsoft, Amazon, isml, tesla, palantir, Procter, nestle. Analyst and teams. Yeah, there is a machine entity each of what out of the box Dengt and that is Grok Von Elon, Musk. Zeta Global, Pariah Technologies, Alamanzo. What in the subcategory the Kleiner category Van Kleener Tech bedrefjes machine.
[18:56]
A
Okay. Danzolekus and what specifikara prompt loss in the actual. Him.
[20:40]
B
Okay.
[20:40]
A
Tod sofer on the AI stock picking study done. Est machinestied for an extra stave disclaimer.
[22:21]
B
Of the trades intersect and that was done. Andy Bott was done. Ver leisenteren blevin herhallen.
[22:46]
A
Does chatgpt surprise surprise him?
[24:22]
B
Miraculous.
[28:14]
A
Thank you. Well, alan, for. An onder welke prompts starting the handle heading for Blegen met AI in the show notes.
[29:17]
B
Proxima the business bags. Proximus pinbe a business proximus think possible.
[29:37]
D
Felicia met all the AI bogleketta soms och de pedale on deck. Titus, take the lead AI the operating from the Titanvleeric business school. Huye efficienter dori wergdach comt so over here. Sneller ijeritj obdifietz ob de pedaladir echtudun schrefenien obtitpen ba takedelete and boost on off negritik April in Slack's Zesweg date your Persona cup productivity date.