For Finance Professionals · November 2026

AI Resources that actually move the needle

A hand-curated field guide to the best AI newsletters, podcasts, people, trainers, and courses — chosen for people who work in and around finance.

90+  curated resources 8  sections Updated November 2026

“It takes a village!” — Please pass along any additional resources.

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01 — Read

Substacks & Newsletters

Where to stay current. Pick a couple and let them come to your inbox.

★
Recommend starting with just A FEW so you don’t get overwhelmed — trust me!
Khe Hy
Khe Hy
Latour AI
↗
Future-proof your career with AI. Pragmatic workflows and use cases for investment professionals and knowledge workers.
Kate’s go-to
Matt Coyne
Matt Coyne & Jamie Baffa
The Confluence (CRA · Admired Leadership)
↗
Weekly AI + leadership + comms digest.
Kate’s go-to
Ethan Mollick
Ethan Mollick
One Useful Thing
↗
Wharton professor sharing grounded AI experiments and findings. Stay at the edge of AI.
Kate’s go-to
Matt Stockton
Matt Stockton
mattstockton.com
↗
Practical guidance from a 20-year data/ML builder on putting LLMs to work on real business problems.
Jake Handy
Jake Handy
Handy AI
↗
Weekly AI updates democratizing AI knowledge and accessibility.
Ben Tossell
Ben Tossell
Ben’s Bites
↗
Daily AI news for AI builders of all levels — mini-tutorials and insights.
Every
Every
↗
Stay at the edge of AI with ideas, apps, and training.
Lenny Rachitsky
Lenny Rachitsky
Lenny’s Newsletter
↗
Deeply researched product, growth, and career advice for product leaders and founders.
Anthropic
Anthropic
Announcements
↗
Stay on top of model drops and financial-services agents.
OpenAI
News
↗
Latest OpenAI articles and related releases.
Everyday AI
Everyday AI
Daily newsletter
↗
Daily newsletter, podcast, and Wednesday YouTube demos to help you keep up and get ahead with AI.
Zvi Mowshowitz
Zvi Mowshowitz
Don’t Worry About the Vase
↗
Detailed AI link roundups and analysis — one of the most thorough recurring digests of what’s happening in AI.
Ben Thompson
Ben Thompson
Stratechery
↗
Tech-business strategy and analysis with a strong AI focus. The definitive read on the business of technology.
Claude Code for Non-Coders
Daniel Williams
Claude Code for Non-Coders
↗
Twice-weekly guide for senior professionals using Claude Code and AI agents — stay the operator, not the assistant.
GenEdge
GenEdge
The Experiments
↗
A weekly guide of practical AI prompts and real-world workflows — for professionals who want hands-on applications over hype.
DJ Chung
DJ Chung
DJ’s Newsletter
↗
On learning AI to win in your career and be present as a parent.
Allie K. Miller
Allie K. Miller
AI with Allie
↗
Hands-on AI tactics for business — tutorials, comparisons, and practical insights, not just buzzwords.
The Wall Street Skinny
Finance, business & tech
↗
Deal analysis and market breakdowns from a Wall Street desk, including how AI is showing up in companies and markets.
Jack Lynch
Reading Ambitiously
↗
A weekly curated newsletter, with recent issues on how AI is showing up in work and everyday life.
02 — Listen

Podcasts

For commutes and walks — the shows that help you keep pace.

03 — Watch & Read

Standout Articles, Episodes & Videos

Specific pieces worth your time — the best of the best, hand-picked.

How LLMs actually work
Andrej Karpathy
↗
A deep dive into Large Language Models. The must-watch primer for how this all works.
Must watch
AI isn’t coming for your job — it’s coming for your mind
Baillie Gifford
↗
AI is rewiring how we think, just as literacy did. Those who thrive won’t be those who use AI most, but those who can still think without it.
At a $10B hedge fund, using AI just became mandatory
Will England, Walleye Capital · Every
↗
“Not using these tools is like refusing to use the internet in 1995.”
Why big companies struggle to adopt AI
Video
↗
They keep shipping their org charts. A sharp take on enterprise AI adoption.
Why AI Won’t Replace You
Video
↗
On the gap between raw model brilliance and messy corporate execution.
How to make AI worth your time
Max Mullen · WorkLife with Molly Graham
↗
The 6-week rule and AI for the curious: if you tried something 6 weeks ago and it didn’t work, try it again.
The AI Paradox
Dan Shipper · Lenny’s Podcast
↗
More automation, more humans, more work. How AI reshapes — not replaces — knowledge work.
Are AI data centers stealing all your water?
Jake Handy · Handy AI
↗
The facts (and fictions) on data centers and their impact on the world.
How to Build a Self-Improving Company with AI
Tom Blomfield · Y Combinator
↗
General Partner at YC on compounding AI advantages inside a company.
Chain of Thought
Dan Shipper · Every
↗
Essays, interviews, and experiments at the forefront of AI.
On AI agents, outcome-based pricing & the OpenAI board
Bret Taylor, Sierra
↗
Chair of the OpenAI board on where agents and pricing models are heading.
Google: The AI Company
Acquired.fm
↗
The definitive deep dive into Google’s AI lineage and how it became an AI company.
Data Center: The hidden backbone
YouTube
↗
The economics and infrastructure behind the data centers powering AI.
How LLMs Work
Radiolab
↗
Radiolab’s journalistic take on Anthropic and how large language models actually work.
Self-service data analytics with Claude
Anthropic
↗
How Anthropic enables self-service data analytics — querying unstructured data with Claude.
I tested 4 AI agents on 9 real tasks. Here’s who won.
Claire Vo · How I AI
↗
Claire Vo puts four personal AI agents (Grok Bot, Dot, Muse, and Claude Duet) through nine real work and life tasks. A practical guide to which assistant fits which job.
Allie K. Miller
Confused by all the new AI assistants? Start here.
Allie K. Miller
↗
A rundown of Claude Duet, Muse, Dots, and Instinct — which assistant fits which job.
What the best AI users do differently
Nick Hallman, Zach Kowaleski, Anu Puvvada & Jaime J. Schmidt · HBR
↗
Leaders often measure AI by how much people use the tools. This looks at what the best users do differently, and how to level up everyone else.
How AI is transforming hedge fund investment processes
Agecroft Partners · Traders Magazine
↗
How generative AI is putting investment research in reach of discretionary and smaller hedge fund teams, not only quant shops.
AI in the Investment Office
Ted Seides · Capital Allocators
↗
Eight CIOs on how they’re using AI today — what’s working, what isn’t, and where they’re headed.
9 AI techniques you probably haven’t tried
AI Daily Brief
↗
Nine techniques, features, and tricks — from live voice mode to skills — gathered from what people are sharing publicly.
Claire Vo
Claude Duet is beautiful. I still forgot to use it
Claire Vo · Lenny’s Newsletter
↗
Claire Vo tests Claude Duet on real work to see if it can beat personal-agent fatigue.
Claude Duet is an always-on work agent — what can it do without you?
Chuck Goetschel · AI in 10
↗
What Claude Duet will schedule, brief, and draft on its own — and what still waits for approval before it sends, spends, signs, or deletes.
Inside Anthropic’s bet on Claude agents that work while you sleep
Peter Yang · Jess Yan
↗
Jess Yan, product lead at Anthropic, on agents that run overnight — code, feedback, analytics, and meeting prep.
How to build team agents
Nufar Gaspar · AI Daily Brief
↗
A playbook for agents that serve a team rather than one person — which work to share, four kinds, and when not to build one.
04 — Follow

People on X (Twitter)

The voices worth following, grouped by what they’re best at.

05 — Get Help

Consultants, Trainers, and Experts

People who run sessions for firms, teams, and individuals.

Khe Hy
Khe Hy
LaTour AI
Founder of LaTour AI. Former LP and investor. Built the AI Accelerator that takes finance professionals from foundations to Claude Code. Limited capacity for taking new clients, but highly recommend his AI Accelerator course (with bi-weekly Group Zoom Calls), his free substack, and his podcast.
Matt Stockton
Matt Stockton
PragmaNexus
AI strategy, engineering, and coaching — helps teams find where AI fits their work and build production systems. 20-year data/ML builder with a quant-finance background.
Tim Feess
Tim Feess
Sierra Studio
AI strategy and implementation partner for investment firms and institutional investors. Works alongside internal AI champions, MSPs, and compliance to decide what to buy, what infrastructure to build, and how to implement a working AI system — architecting data backbones for AI agents, navigating security and compliance tradeoffs, and training teams into power users. Management blends former investment professionals and world-class engineers. Clients include hedge funds, asset managers, institutional allocators, banks, and insurers.
Sanjay Bhandari
Sanjay Bhandari
Echios — CEO & co-founder
Designs AI programs spanning large banks/asset managers down to smaller firms. Strong finance background; especially strong for large-group / small-team training and project work (data structuring, security). Also offer 1:1s. Building an AI operating-system proof of concept / CRM layer.
Brian Leung
Brian Leung
VectorStrat Advisory
20+ years in alternatives as an LP/investor (former President of Family Office). Firm training, team sessions, 1:1s, project work.
Tia Lendo
Tia Lendo
Independent consultant & advisor
12 years at Google (incl. Google for Education, Google Cloud); prior McKinsey & Teach First. Stanford MBA. Has trained 2,000+ professionals since Oct 2023.
Hedgineer
Hedgineer
Jhanvi Virani (COO) & Michael Watson (CEO)
AI platform for institutional investing. Newsletter, podcast, and consulting.
Prashant Radhakrishnan
Prashant Radhakrishnan
Eigenstrategy — credit focus
Independent consultant who excels with project-based work. Has deep finance background and credit expertise. Helpful for token optimization and datarooms.
Ashley Gross
Ashley Gross
AI Workforce Alliance
Hosts webinars and helps mid-market and enterprise teams move past AI experimentation into real deployment. Ashley Gross designs AI roadmaps that align technology investments with concrete business outcomes, then builds the systems to execute: AI agents and automations that serve specific business needs, live team enablement training tied to real workflows rather than theory, and ongoing monitoring so the automations keep working after launch.
DJ Chung
DJ Chung
Renava
AI training, strategy, and implementation consulting with a focus on helping teams identify root problems and workflows where applying AI delivers tangible outcomes. 15+ years as a product leader at leading tech companies. Built AI products at Shopify and Notion, led product teams at Dropbox, Atlassian, and Samsara.
06 — Learn

Courses

Structured learning — from free fundamentals to finance-specific accelerators.

Khe Hy’s AI Accelerator

Built for finance pros · video + live coaching · lifetime access
Must take

Three progressive phases: Foundations (Modules 1–6), AI 2.0 / Tools & Automation (7–13), AI-Assisted Coding for non-coders (14–16). 30+ modules, 15+ hours. Can be done in 5-minute chunks. Full program $900, or start with Foundations of AI $349, Master Claude Code $149, or Master Claude Cowork $249.

Fundamental Edge — AI Accelerator

Tailored for investment professionals · $3,500

Brett Caughran’s (Fundamental Edge) AI accelerator built specifically for investment professionals.

100 Women in Finance — AI Academy

Free for 100WF members; $150 to join · webinars & podcast

100WF is a 35,000+ member nonprofit. Kellan Brown oversees the AI Academy programming (spoke on the 4/17 Zoom). AI Workforce Academy webinars look interesting.

AI Agent Mastermind

Paid course

Build lightweight agents in Claude Code.

ChatGPT — OpenAI Academy

Free · role-based tracks

Copilot — Microsoft

Free on Microsoft Learn

For all Copilot users: ask whether you’re part of Microsoft Frontier — if so, you have Copilot Cowork (on Opus), which the Confluence team rates highly.

Perplexity

Free hub + community tutorials

Underrated: Google search on steroids, and Perplexity’s research tools run on mobile, unlike most comparables.

Everyday AI

Free · daily newsletter, podcast & Wednesday YouTube demos

Daily, practical AI learning to help you keep up and get ahead — newsletter, podcast, and live Wednesday YouTube demos.

Prompt Engineering for AI

Udemy · paid course

A structured course on writing effective prompts and getting better results from AI tools.

AI Coding for Real Engineers

AI Hero · cohort course

A deep dive on Claude Code for engineers.

Learn Harness Engineering

Free primer

A free primer on harness engineering — how to build the scaffolding agents run inside.

Notion

Free + paid training
Free

Notion Academy — Notion’s official learning hub. Curated learning paths covering navigation, blocks, databases, AI features, and workspace administration. Earn badges and certifications at your own pace.

Notion YouTube Channel — The Notion team’s own channel. Tutorials, use-case walkthroughs, tips, and feature updates directly from the source.

Keep Productive (Francesco D’Alessio) — One of the most trusted independent Notion voices on YouTube. Covers beginner setup through advanced workflows, with honest takes on Notion’s limitations alongside its strengths.

Paid

Notion A-to-Z by William Nutt — The gold standard. Nutt co-authored Notion’s official documentation, developed and manages their certification programs, and trains Notion’s advanced support team. Covers basics through API integrations, includes the Bulletproof Workspace template, and is continuously updated.

Notion 101 by Janosch Herrmann (Udemy) — Beginner-friendly, structured, and practical. Covers blocks, databases, formulas, relations, rollups, team collaboration, and includes bonus sections on Zapier automation and building a website with Notion. 30-day money-back guarantee.

Notion Interactive Course — 36 topics, 25 screencasts, and over 200 hands-on exercises with a progress tracker built in. Best for people who learn by doing.

Obsidian

Free + paid training
Free

Obsidian Help (Official Docs) — Obsidian’s official help site with tips, guides, and core feature walkthroughs. The fastest way to get your bearings on vaults, plugins, themes, and linking. No fluff, just the essentials from the source.

Linking Your Thinking — YouTube (Nick Milo) · Start here — The premier Obsidian YouTube channel for personal knowledge management. Covers linked notes, vaults, and building a PKM system you’ll actually use for decades. Nick Milo is widely considered the leading voice in the Obsidian community.

Obsidian Hub (Community Wiki) — A community-maintained vault of guides, workflows, and beginner resources built inside Obsidian Publish. Covers everything from setup to plugin deep-dives, contributed by power users.

Paid

Linking Your Thinking Workshop (Nick Milo) — A 6-week, community-driven cohort experience with six live sessions, 90 lessons, and guided exercises. Teaches you to build a custom knowledge management system from the ground up using Obsidian. The gold standard for anyone serious about PKM.

Obsidian Flight School (Nick Milo) — A training course and starter kit with over 100 linked videos, 350 notes, 10 exercises, and 50,000 words of content. A non-linear, choose-your-own-adventure format designed to build real Obsidian fluency through practice, not passive watching.

Learn Obsidian from Scratch (Udemy) — Beginner-focused course covering installation, note creation, linking, graph view, themes, and community plugins. Structured series format so you can progress at your own pace. Solid entry point if you want a step-by-step classroom feel.

07 — Use

Helpful Tools

Apps that make working with AI faster and easier.

08 — Build

Repositories

Open GitHub repos — skills, packs, and tools you can plug into Claude Code and other agents.