Can Investors Trust AI? Omega Point’s Founders on How AI Helps the Modern Investor

Can investors trust AI with complex data and workflows? Stan Altshuller sits down with Omega Point co-founders Omer Cedar and Eran Cedar to discuss what it takes to make AI useful in an investment process: reliable calculations, traceable sources, and the context that makes one firm’s approach different from another’s. Omer shares the experience at Two Sigma that helped shape Omega Point’s founding thesis. Eran explains why access to a capable model is only part of the problem—and why investment teams need to capture their own knowledge and workflows. Together, they explore the opportunity for smaller managers, the risks that fundamental analysis can miss, and what “computed, not generated” means for investment analytics. CHAPTERS 00:00 Why the second AI answer can disappoint 00:21 Welcome to Momentum 01:04 Meet Omer and Eran Cedar 01:28 Omer’s Two Sigma background and Omega Point’s thesis 03:30 Eran’s journey from social data to investment signals 05:17 The decision to build Omega Point 10:45 What fundamental investors need from quantitative tools 14:47 Company fundamentals, themes, and crowding 17:34 AI analysis and the value of investment context 21:38 Can smaller managers compete? 25:06 Adoption bottlenecks and the opening for nimble teams 27:34 A practical framework for using AI 31:45 Context, accumulated knowledge, and model training 34:48 Why investment analytics must be verifiable 37:31 What comes next 38:58 Where to find Omega Point 39:43 Closing MEET THE GUESTS Omer Cedar — CEO & Co-founder, Omega Point   / crowdsourcequant   Eran Cedar — CTO & Co-founder, Omega Point   / erancedar   Omega Point: https://www.omegapoint.ai/ MOMENTUM: WHERE FINTECH MEETS AI Hosted by Stan Altshuller. Subscribe:    / @momentumb2b   Listen: https://momo.castos.com/ Explore practical AI for your firm: https://acadia.im/ #AIinFinance #AssetManagement #FinTech