The Shift Brief

The Shift Brief

A weekly roundup of ideas shaping investment research, AI, and the future of decision-making.

Archive

The AI Gap: Ambition vs Readiness

The AI Gap: Ambition vs Readiness

The Shift Brief | Week of October 20, 2025

Ryan Erickson
Ryan Erickson
From Dashboards to Dialogue: Finance Apps Inside ChatGPT

From Dashboards to Dialogue: Finance Apps Inside ChatGPT

The Shift Brief | Week of October 13, 2025

Ryan Erickson
Ryan Erickson
JPMorgan’s AI Shift and Its Ripple Effect

JPMorgan’s AI Shift and Its Ripple Effect

The Shift Brief | Week of October 6th, 2025

Ryan Erickson
Ryan Erickson
Reactive to Proactive: The Next AI Shift

Reactive to Proactive: The Next AI Shift

The Shift Brief | Week of September 29, 2025

Ryan Erickson
Ryan Erickson
Citi’s AI Agents Pilot: A Glimpse of Finance Workflows to Come

Citi’s AI Agents Pilot: A Glimpse of Finance Workflows to Come

The Shift Brief | Week of September 21st

Ryan Erickson
Ryan Erickson
Magic Wand Survey Reveals What Investment Leaders Really Want in 2025

Magic Wand Survey Reveals What Investment Leaders Really Want in 2025

The Shift Brief | Week of September 15

Michael Prichard
Ryan Erickson
Michael Prichard, +1
Agents Are Here, And They’re Changing Finance

Agents Are Here, And They’re Changing Finance

The Shift Brief | Week of Sep 8th

Ryan Erickson
Ryan Erickson
The $15,750 per Employee Productivity Tax Every Asset Manager is Paying

The $15,750 per Employee Productivity Tax Every Asset Manager is Paying

The Shift Brief | Week of September 1st

Michael Prichard
Ryan Erickson
Michael Prichard, +1
AI That Works: Lessons from MIT and BlackRock

AI That Works: Lessons from MIT and BlackRock

The Shift Brief | Week of Aug 25th

Ryan Erickson
Ryan Erickson
Are PMs Seeing the Best of Your Analysts’ Work?

Are PMs Seeing the Best of Your Analysts’ Work?

The Shift Brief | Week of August 18th, 2025

Ryan Erickson
Ryan Erickson
GenAI and the New Economics of Analyst Work

GenAI and the New Economics of Analyst Work

The Shift Brief | August 12, 2025

Michael Prichard
Michael Prichard
Why Big Banks Are Betting on AI: It's Not About Innovation—It's About Survival

Why Big Banks Are Betting on AI: It's Not About Innovation—It's About Survival

The Shift Brief | Week of Aug 4th, 2025

Michael Prichard
Michael Prichard
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