The Physics of Investing: Solve For The Right Things.

In this episode of the Flourish Feed podcast, host Gillian Stovel Rivers engages with Marc-André Lewis, PhD, President and CIO of CI Global Asset Management, to discuss how investors can navigate the complexities of today’s financial landscape. They explore the importance of a disciplined, scientifically informed investment process that prioritizes clarity over the noise of headlines about inflation, AI disruption, and market volatility. Marc-André shares insights from his background in theoretical physics, emphasizing the need for models, the ability to break down complex problems, and the importance of focusing on key drivers in investment decisions.