Jul 24 2025
Democratizing Financial Insights Using AI
Chirag Yagnik is the Chief Investment Officer and co-founder of Arta Finance, overseeing research and engineering work. Previously, Chirag worked in the prop trading industry, leveraging machine learning in trading and investing, before eventually meeting Caesar at Google.
In this episode, Caesar Sengupta sits down with Chirag Yagnik, Chief Investment Officer and co-founder of Arta Finance, to discuss how Arta was built and the impact of artificial intelligence on financial investing. Chirag takes listeners back to the start of his career when he first encountered machine learning in investing, how he met Caesar at Google and his experience as a startup co-founder.
Caesar and Chirag explore how AI is transforming the relationship people have with money. At Arta, their goal is to ensure that no two investors have the same portfolio. Chirag explains key terms like large language models, quantitative strategy and tax loss harvesting, and how Arta employs each to personalize the investor experience.
Chirag digs deep into how AI will enable companies like Arta to democratize financial insights at scale. But applying machine learning in finance creates unique challenges, and Chirag unpacks how he works to overcome them.
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