A demo that records expert interviews in audio and text, extracts causal relationships from what is said, and visualizes them in real time. It organizes the macro factors behind a decision and links each one to its supporting evidence.
The AI draws out thinking, values, and tacit knowledge through dialogue
When you make an investment decision, what information and indicators do you look at first?
I start with the direction of rates, prices, and the economy, plus corporate earnings trends. In the short term I watch supply and demand and spreads; over the long term, whether profit growth holds up.
When rates or FX move sharply, how does that change your judgment?
If rates rise, the discount rate goes up, so I pull back on growth names. If the yen weakens, I look at exporters' profits and adjust the weighting. When credit spreads widen, funding costs rise and capex slows, so I turn cautious.
Extracting and structuring the individual's causal reasoning