What still matters in investing when AI can do the analysis | HKUST MBA Superconnector Podcast

Most people assume investing rewards the sharpest mind in the room. Leonie Foong, CEO of Overlook, built her career on the opposite idea, that what lasts is something rarer, and far harder to learn.

In a world buried in news, alerts and live prediction markets, she keeps her Bloomberg terminal switched off for most of the day. Not because she’s behind, but because she worked out that the edge isn’t reacting faster than everyone else. It’s the discipline not to react at all. Sometimes, she says, doing nothing is the discipline.

In her podcast conversation with Prof. Stephen Shih (Associate Dean of HKUST MBA Programs), she explains what separates the investors who last from those who burn out, why temperament beats intellect, and the one thing she urges students to invest in that has nothing to do with markets.

Hear the full conversation now.

Listen on Apple Podcasts / Spotify