All episodes of In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen · 2026-10-07 · 54 min · 8,866 words

John Armitage: How He Invests, Building Egerton, and What Worries Him About AI

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

If you use AI too much, your brain is gonna rot. And it's quite simple. People who don't do mental arithmetic lose the ability to do it. It's just simple. So we want AI to help us.

and to short circuit things. But we don't want it to m to help. We don't want it to think for us. Hi, everybody. John Armitage has been the most important person for my professional development.

I traveled with him for several years when he was my largest client back when I was an analyst. And then I worked for him for five years at Editing Capital. Nobody has taught me as much about investing in markets. As John Huss. So John, it's an honor and long overdue. To have you here.

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