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Insight Distillers

With fifteen years' experience across listed & private markets, I explore how investment professionals can use AI for work, and what the data says about Australia's economy and markets.

insightdistillers.substack.comSource feed ↗10 episodes

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Getting the most out of AI is like effectively managing junior colleagues

Give them structured tasks with clear instructions, ask for the so-what, review, and iterate

Workshop announcement: “Accelerate Your Work with Generative AI”

AI workshop for investment analysts. Live, online, 24 June 2026, introductory price available

State of the Australian consumer, 3Q26 update (May 2026)

Real sales and margins under pressure; non-F&B sales decelerating

When to incorporate AI into your analytical process

Ask what type of data is involved, how much judgement, and how much repetition. Then break down the process into individual tasks

Save time on manually entering data from PDFs into Excel

For those sick of Excel making a mess of PDF tables

Play

Which AI should non-technical professionals use for work? (March 2026)

The models are “good enough”, so focus on their specialised features

How I built & used AI tools to extract financial metrics from PDFs

From a bespoke vibe-coded tool to Claude Cowork; recommendations; the implications for moats

State of the Australian Consumer, 1H FY26 Update

Nominal sales growth accelerating; real growth mixed; electronics stand out

State of the Australian Consumer, 1Q FY26 Update

Retail sales messy; job ads declining on the East Coast and in white-collar industries

More than AI: The 38-Year Growth Story of Australia’s Tech Capex

The current boom comes on top of a long-term upwards trend