How AI Gives Everyday Investors a Hedge Fund Edge

So that's what we created Stax AI to get what hedge funds and billion dollar fund managers are able to get in terms of data and we are giving it faster to the everyday investor.

“Kimo Ma is a FinTech entrepreneur investor and the founder and CEO of investor central capital in Stax AI.”

He helps everyday investors make more informed financial decisions through data-driven technology and market intelligence that makes sophisticated investing more accessible. How we tailor Stax AI is not necessarily built for these people that are already like wealthy in terms of having an actual career, but our target market is essentially going to be people that also want to learn how to tackle the markets. Whenever our case studies on our website and our testimonial was him turning half a million dollars

to over 6.5 million dollars. Hey, guess how long does it look like a super high school into their health and today Apple is going to reinvent the phone. It's not over. I'm telling how weird. The living your legacy podcast for those who live to leave a legacy. [Music] Hi, welcome back to another episode of Legacy Maker's podcast, living your legacy.

And we have a special guest today that many of you will be interested in talking about AI.

“So let us know who you are, what's your name, where you from, and what's your business?”

Yep, my name is Kim Oma. I am the CEO and founder of Investors Central Capital and Stax AI. And I am from San Francisco, California. All right, the bay and so are you. So the bay and technology are kind of in the heart of it all, but that's where you also grew up. That's correct. All right, so you're not the stereotypical guy that went to, you know,

Silicon Valley, right? No, no, no. Although I grew up in the bay area, it was never really a tech guy.

What not, but eventually shifted, obviously, because of where I'm from, into the technology phase. In the media, everywhere, it's AI, AI, everywhere. Tell us how do you get into tech and AI? So, I mean, I didn't necessarily get into tech because I wanted to get into tech. I actually worked around the whole global business industry, freight, import, export, anything you can name of around technology. Until I figured out, hey, if I wanted to live a

better life, I wanted to get out of the nine to five phase. If I wanted to invest like these big boys do and these hedge funds, I needed to be in technology. Yeah. And so how did you get like into, like, what technology? Like, what was the beginning of the journey? So the beginning of the journey, again, it wasn't involved in technology, but it was always involved in the stock market. I was very intrigued on the financial markets, the business, the realm of leverage.

I've always like, you know, when I went to school, I went to school for engineering at first,

then I forked, you know, to horribly try to find a way out when to business. I did marketing just to get a way out. And then from there, I really started getting involved in how people were able to leverage such a small capital to make a large return. Okay. I went through the whole ABCs of, you know, it's dividend investing, you know, long-term investing, you know, wrapping up as much as I can into the S&P 500 or VEO, right? Pretty popular names. Yeah.

And then from there, you know, I was like, look, I've seen people younger than me, being more successful than me, right? And again, at the age of like, you know, in 1920, success was making a shit ton of money. That was pretty much it. Yeah. Um, and, you know, from there, I was like, okay, how are these guys doing it? If, if I came across what they were doing, and I'm mimicked to at least learn the baseline and foundation of what they were doing,

I can also try to, you know, create my own edge, my own strategy. It's funny how,

“kind of like social media teaches you that you should get into finances or, and looking at the”

younger people and not necessarily school to give you a base of, you know, having a good financial base. Yeah. But it's not until you get older. It's like, hey, I got to get on top of this. You know, completely agree. So like, I mean, the biggest like disconnect when I was at learning first, you know, like everybody else. Oh, this guy's super successful at a young age. Oh, he must be scamming other people or whatnot, right? And I've seen it for years. And then until I was like,

look, if this guy was really, this person was really a scammer, he would it still be around. So I, you know, I took my ego side and I was like, look, let me see what you're doing. Let me,

smooth sailing either. It was always like, okay, there's psychology behind it. There's emotions

behind it. Like, oh, this worked, this didn't work. There was a lot of fine tuning behind the scenes. And then from there, I started realizing, okay, what's worked is the most was actually getting the data that these big boys and hedge funds were using at a faster rate, right? If you think about the scale of how the average investor, you and me, or whatnot, you know, makes a financial decision on an on an investment. We Google the stock. We read the financials, the balance sheets, right?

And then we try to find some confirmation bias on maybe social media nowadays. It's TikTok influencers, YouTubers. And guess what? By the time they are recording and they produce, you know, content,

“we're like weeks or months behind what the market already priced in. Okay. So that's what we”

created stacks of AI. We were able to get what hedge funds and billion dollar fund managers

are able to get in terms of data. And we are giving it faster to the everyday investor. Nice. Some of those TikTokers, you see them film and they go into a room and they have a whole room of screens, you know? And, you know, every screen is just some kind of market and just some kind of graph, right? Right. I don't know if you've seen some of those. Yeah. I mean, I've seen, I mean, 99% of those are just, you know, they're for props. Yeah. So I'm some nowadays people see

that as validation where obviously it's not it's not even credible, right? Um, again, which is stacks AI. We have a three plus year track record, a 91 92% win rate. I think it was like 91.6 percent as of yesterday. Wow. We do this on a month of month basis, right? And we've done this for three years now. Okay. Right. Back to us on a monthly basis, 91.6% ish win rate, 328% average year over year return for the past three plus years. Wow. And that's by leveraging all the

information that all these old hedge funds and and financial people we're using and you're able to just feed it to the people quicker. Exactly. Yeah. I mean, the biggest, so when we were talking about it in the past before it was like, okay, it took how many years, how many decades for people to finally understood the, you know, the Nancy Pelosi trade, it's a politician. Yeah. She makes a little bit under $200,000 a year. Yet her net worth is over $225 million, right? The math is not

mathing, right? And even if the math isn't mathing right now, just understand this, it took until COVID, a pandemic for people to start understanding, wow, like even these politicians are trading. America was built on finance. It wasn't built on tech. Yeah. Right. Everybody around the entire globe is trying to get a piece of what the American stock market USA, right? Everybody wants a piece

“of New York City Wall Street, right? So that just tells you, right? It's probably the best way to”

explain it to someone where if these people that are probably the most powerful people in the whole entire world right now are trading as well, you know, I mean, that you should try and invest and trade as well. Yeah. So the insider trading is no longer insider trading. It's kind of like, okay, everyone gets info faster. Exactly. And better information is edge. Yeah. Clearly. And the faster you get it, the more position you're going to be, right? In terms of any type of, you know,

analysis that you're going to do. Yeah. Forget the Googling, forget the YouTube content creator, you know, forget watching a video because guess what, you're probably months behind what's already priced into the market. And there's just a, there's been a meme recently that's been going around that's so funny. It's like the guy talking to chat GPT. And he's like, I need a business. I want to, I want to be a millionaire. And then it's like, okay, tell me about, no, faster. No, fast ass.

I have a deadline of tomorrow. So I need to buy tomorrow, right? Exactly. You know,

“yeah, essentially that's what it is. Okay. Wow. So now it's like chat GPT. He just hooks into”

stacks AI and is like, here you go. Yeah. So I mean, running behind the whole technology and now including the AI portion of it is pretty much how we are able to, you know, I guess understand

what, you know, the market is doing, right? It's called adapting, right? American conditions will always

change. You have influx is where, you know, it's uncontrollable like the pandemic, like the war, right? It's unforeseeable. But what is foreseeable is the money inflows that's coming into whatever sector is going into, whatever stock it's going into. And you get to see that first hand, right? And, you know, again, this information, this data has been out for decades. Yeah. And we as peanut players, retail investors have never had this type of information. If you wanted this type of

information, you can get it on like Bloomberg terminal, which you have to pay $32,000 per year for. So you want to be able to afford that. So it's like these people have been gatekeeping all this information. And now you're being able to lead it to the peanut investors, as you said. Exactly. Yes.

which, again, I don't, I think a gambling mindset is anything 50 50 or below, right? A heads or tails coin flip. That's gamble. Yeah. You have no edge. You know, hypothesis, no thesis, no bias, no nothing. So that is essentially a gamble. If you go to Vegas, you play slots, you play anything, as you're under 50 50. Yeah. So that's gambling. You already had, you already had a loss of a

“disadvantage. And you still want to put in money to try to win more. Yeah. Is it disadvantage?”

But if I give you information that is one, it's proven, right, through our monthly back tests, everything has been transparent. And if I told you that day, day after day, things like this

always happen where we both know insider trading is illegal. Yeah. But we give you faster information

to show you what this guy just spent $5 million on XYZ stock. Yeah. What did you consider that as edge? Yeah. Instead of hearing it in the news the next day, not even the next day. That's like a week or two after after you're late. And you are going to be that liquidity that they need to get out of that position. Yeah. So who's your target market? I mean, you're talking a lot of like investing and stocks and getting all this trade or information. But you're talking also talking about

the peanut investors. I may not know a lot about this whole world, right? So talk to me a little bit about your target market is it for the beginner? Do you need a little bit of knowledge on the system or maybe it stacks AI helps you walk through all that? So talk about that. Yeah. So right now our ICP, our profile for customers and user base. We are across the board. Whether you are in a different industry, we have nurses, we have doctors, we have lawyers, we have, you know,

like anyone that you can name my construction workers. And how we tailor to stacks AI is not necessarily built for these people that are already like wealthy in terms of having an actual career. But our target market is essentially going to be people that also want to learn how to tackle the markets.

People that don't know, you know, again, going into college, they never taught you how to create a

brokerage. They never taught you, you know, how to invest how to trade a stock. Why would you do it,

“et cetera? And they don't prepare you for anything. What's a Roth IRA with a traditional IRA?”

What's the difference? Et cetera. You don't teach you any of that, right? And they should be teach you. And they should exactly. Yeah. Yeah. You know, and everybody that tells me to and it's like, you know, oh, yeah, stock market is gambling. I want to be an involved or whatever. What do you think you're full on K is going? Your retirement's going. And when you put your money into the banks, where do you think the banks are using to try to grow your money to leverage?

Everything is tailored and funneled into the stock market. So going back into, you know, our clientele or customer base and whatnot is going to be essentially what we're aiming for is new to intermediate level investors who are in that like weird stage of, I think I got it, but I don't think I got it. If that makes sense. Yeah. Totally. Yeah. So I mean, people that really want that next level edge, right, that next level idea that, hey, like, wouldn't you consider an 80, 20 probability to be much

better than a 50, 50 flip point, right? And you understanding that someone just, you know, pummeled 20 million dollars, right? A good one for today actually is ARM, the stop ticker ARM. Okay. Two months ago, our AI literally told you guys to buy. Told everybody that is in the platform to buy. It's up over 140% return today. Yeah. Just for the stock movement in options, it's up up at 30X. Okay. Yeah. It's insane. Yeah. And so yeah, talk to me about some of the success stories

you've had with like clients come in using your app. Yeah. I'll use this first someone which is

“he's a lawyer in New York City. He's a divorce lawyer. Funny enough. Yeah. Is he a famous divorce lawyer?”

That's not used to my famous. I don't know what. He's working with a few clients that actually are on TV as well. Yeah. Not, not my story to tell or anything like that, but he's been using Stax AS since we launched three years ago. He's like Lekimo. I'm tired of funnily money into S&P 500 for a 7.8% return year over year. Like I want to stock pick. I want to like retire by like maybe in like five years. Like I have the money. Like I have I have a half million dollars.

I'm always busy in the courthouses. You know, I'm doing things like, you know, I just want to get

a lower on my phone and I want to trust it. I want to have a divorce lawyer and New York City definitely got the money. He's busy. He's busy. Yeah. He called me. He's like, Kimo, I have half a million dollars. I just want to drop it on something. Like what should I do it? Yeah. And he's found success at one of our case studies on our our website and our testimonial was him turning half a million dollars to over $6.5 million. Hey, guess how long ago? How about six and a half months.

Okay. Jesus. Yeah. Okay. Stax. Okay. AI. We hear you. So, I mean, again, you know, and people will say, oh, he probably just got lucky or whatnot. We have all of the data transparent to everybody that wants to see it. We send it out as a white paper. Yeah. All right. They went out. Doesn't trust in transparent. I mean, we are in the talks of a few

that's, it's like, you're not gay keeping. It's it's out there if you want to read it. Exactly. Yeah.

“And I know like the Gen Z's nowadays, they say, oh, like, you know, your alpha is going to be”

saturated, right? If you get too many users and customers and whatnot, in terms of liquidity,

you, you can't have all, like, unless you have everybody's money in the entire world to just dump a

stock or buy a stock, you don't have that much liquidity to move the markets yourself. Yeah. Right. I would need literally maybe like everybody around the United States of America to just pick and choose one stock. There's no way in hell that, you know, we're going to get that much, you know, customer base. And even then, they won't be as much funneled in terms of people dumping their money into. Yeah.

“All right. So, I think that's the biggest disconnect or people think that we're going to be”

so saturated to the point where it'll be used this data. It's not used this data. If you know the

guy getting paid a million dollars a year, managing a billion dollar fund, knows a little bit of

something and is buying a little bit of something. Does that make sense? It totally does. Right. So, you know, you got, you got to follow the money, right? Exactly. And you got to follow the people that have the money because you know that they gatekeeping also. So, you got to follow the

“smart money. Yes. That's what yours. Well, I could see your passion about it and I love the name”

Staxi. It's just like self-explanatory. Right. You stacks an AI. I mean, come on. That's a winning combo. And it's been a pleasure to talk to you, man. I can't wait to your episode airs. And thank you so much for joining us. Thank you, Jay. All right. Cheers, got me. Cheers. All right. And that's a wrap.