Use AI to Turn Your Investment Insights into a Podcast – No Tech Skills Required!

Use AI to Turn Your Investment Insights into a Podcast (No Tech Skills Required!)

If you love keeping track of your investments and sharing insights, why not take it a step further? Instead of just reviewing your quarterly financial statement in private, you can turn it into a podcast! And guess what? You don’t need fancy recording equipment or a studio—just Google LM Notebook.

Podcasting might sound like something for tech-savvy kids, but trust me, it’s easier than ever. With Google LM Notebook, you can generate an audio podcast where two AI podcasters discuss your investments and provide you insights in an easy-to-consume format. You can give the “podcasters” custom instructions to drive the conversation. For example you could assign the podcasters different viewpoints—like one host favoring passive investing and the other advocating for active investing. The AI takes care of the dialogue, creating a professional discussion. Basically magic!

Your Data Stays Private with Google LM Notebook

One of the best things about Google LM Notebook is that your data remains private. Google does not use your uploaded documents to train its AI models, and your files are accessible only to you. The AI simply processes your content to generate summaries and insights, making it a secure way to refine your investment discussions. Since this is a cloud-based tool, your files are stored on Google’s servers, but they remain under your control. If privacy is a concern, you can always summarize key investment points yourself before uploading.

Why Make a Podcast About Your Investments?

• Clarify Your Thinking – Hearing podcasters talk through your portfolio’s performance can help you better understand your financial performance and give you ideas to update your strategy for the next quarter.
• Explore Different Viewpoints – You can script different perspectives, such as one podcaster advocating for passive investing while another supports active investing.
• Keep a Record – Your podcast becomes a historical archive of your investment journey, allowing you to track trends and decisions over time.

Now, let’s get you started! Here’s a step-by-step guide to creating your first financial review podcast with Google LM Notebook.

6 Simple Steps to Your First Investment Podcast

1. Open Google LM Notebook
   Head to Google LM Notebook and sign in with your Google account.
2. Upload Your Financial Statement
   Drag and drop your latest investment report or copy-paste key data. The AI will help summarize key points.
3. Go to the Studio Panel
   Navigate to the “Studio” panel within Google LM Notebook, where you’ll create your podcast.
4. Customize Your Podcast Instructions
   Click the “Customize” button and provide specific instructions for your podcast format. For example, you can instruct the AI to create a dialogue between two podcasters—one advocating for passive investing and the other for active investing.
5. Generate the Deep Dive Conversation
   Hit the “Generate” button, and Google LM Notebook will produce a structured podcast where AI-generated hosts discuss your chosen viewpoints and insights.
6. Listen to Your AI-Generated Podcast
   Google LM Notebook will generate the podcast for you—just sit back, listen,

And that’s it! With just a few simple steps, you can transform your financial reflections into a valuable, engaging podcast. Whether you prefer passive investing, active investing, or something in between, Google LM Notebook makes it easy to bring your insights to life.

If you’d like a little extra guidance, Tech Caddie is here to help! Our expert team can walk you through the entire process, from setting up Google LM Notebook to customizing your AI-generated podcast. We’ll make sure everything runs smoothly so you can focus on what matters—sharing your investment insights with confidence.

Give it a try on your own, or let Tech Caddie guide you every step of the way. Either way, you might just find yourself enjoying the process as much as analyzing your portfolio. Happy podcasting!