Step 01
Watch all four classes
Review the introduction, trading strategies, quantum computing and blockchain sessions at your own pace.
Go to recordings →Next live • Monday, October 26, 2026
A fresh perspective.Your next move.
COTRUGLI AI Investing Lab — Investing in the Age of Artificial Intelligence with Professor Dan Ye.
Join Lecture 5 — Guest Speaker on Monday, October 26 for market perspective and applied discussion. Bring your portfolio questions and connect the Lab’s ideas to your next investment decisions.
Lecture 5 · Oct 26
4 recordings available
4 live sessions remaining
$100,000 simulated portfolio
AI INVESTING LABProfessor Dan YeInvesting in the Age of Artificial Intelligence
Up next · Lecture 5
Guest Speaker
Monday, October 26, 2026
Bring your questions. Build your perspective.
The next scheduled session brings market perspective and applied discussion to the Lab. Review your portfolio, think through your recent trades, and come ready with the questions that matter to your strategy.
For current participants
Keep your portfolio moving.
Get ready for the Guest Speaker session on October 26. Catch up on four recordings, review your simulated portfolio, and prepare questions for the discussion.
Step 02
Open the stock game
Enter the Fall 2026 MarketWatch competition using your full name and start managing your simulated $100,000.
Open MarketWatch →Step 03
Study the portfolios
If you are unsure where to start, look at strong performers and learn from the positions and strategies they chose.
Explore the game →Step 04
Trade — then explain why
Buy, sell or rebalance, and submit a short rationale explaining the decisions behind your trades.
Submit trade rationale →Step 05
Prepare for October 26
The next scheduled class is Guest Speaker: market perspective and applied discussion. Bring questions about your portfolio and the decisions behind your trades.
See the schedule →Class recordings
Catch up. Come ready for October 26.
Revisit the discussions as you build your portfolio. All four recordings are available, including Lecture 4 from October 12.
Class 1 · August 31
Tech Trends of the Next 10 Years
Introduction to the Lab, portfolio framing, and the technology themes that will shape the semester.
Class 2 · September 14
Trading Strategy Workshop
Portfolio strategy discussion, peer examples, and practical thinking about how to refine your approach as the competition develops.
Class 3 · September 28
Quantum Computers
Explore quantum computing, then continue with Lecture 4 for the follow-up discussion and blockchain technology.
Class 4 · October 12
Quantum Computer & Blockchain Technology
Catch up on Lecture 4 before the Guest Speaker session on October 26.
Watch on YouTube →The experience
This is not a passive investing course.
This is already underway. Manage your portfolio in the stock game, decide what to buy, sell, hold or rebalance, explain why — and use all four recordings to revisit the discussions.
01
$100,000 simulated capital
Start with a virtual portfolio and make decisions in a live semester-long challenge.
02
Portfolio competition
Use the MarketWatch competition environment and track how your decisions perform.
03
AI-assisted analysis
AI tools are encouraged in research, discussion and assignments.
04
Investor frameworks
Explore lenses associated with Buffett, Swensen, Cathie Wood, Peter Diamandis and others.
05
Explain the thesis
Every trade becomes an argument: what do you believe, and what would prove you wrong?
Future technologies
Invest in the technologies shaping the next decade.
The course moves from broad technology trends into concrete investment questions — turning emerging technology into decisions inside your portfolio.
Theme 01
AI & the next generation of technology
AITheme 02
Trading strategy & investor frameworks
↗Theme 03
Quantum computing
QTheme 04
Blockchain & digital infrastructure
BTheme 05
Humanoid & bipedal robotics
RTheme 06
Energy storage & Grid 2.0
ETheme 07
Biotech & bioengineering
BioThe question
Which thesis survives the market?
?Build the portfolio.
Test the thesis.
The objective is simple to understand and difficult to achieve: become a better investor by making disciplined decisions and learning whether your thesis survives contact with the market.
You will prepare, debate, invest or rebalance, explain the “why” behind your decisions, and reflect on the results as the semester unfolds.
Benchmark: S&P 500 / market performance
Professor • Investor • Educator
Dan
Ye
Ye
Meet Professor Dan Ye
Learn with an investor working at the intersection of technology and markets.
Dan Ye is an attorney, investor and educator who teaches at Johns Hopkins. His background includes founding Sinautec Automobile Technologies, an ultracapacitor-bus company, and the AI consulting company CollegeNode. He has appeared in media discussing artificial intelligence and education.
For the COTRUGLI Fall 2026 pilot, the course is designed around one practical goal: improve investment judgment and the ability to understand what is happening across finance and technology.
Johns Hopkins educatorTechnology entrepreneurAI & robotics policy experienceInvestor
Fall 2026
Eight sessions. One evolving portfolio.
Four classes are complete and their recordings are above. Next is Guest Speaker on October 26, followed by three more sessions through December 7.
Aug 31
Tech Trends of the Next 10 YearsIntroduction and portfolio framing
Sep 14
Trading Strategy WorkshopInvestor frameworks and decision discipline
Sep 28
Quantum ComputersWhat becomes computable — and investable?
Oct 12
Quantum Computer & Blockchain TechnologyFinishing quantum computing, then exploring blockchain
Oct 26
Guest SpeakerMarket perspective and applied discussion
Nov 9
Bipedal RobotsAutomation, labor and the robotics supply chain
Nov 23
Energy Storage & Grid 2.0Infrastructure for the next energy system
Dec 7
BiotechFinal portfolio review and winners announced
Designed for COTRUGLI
Live enough to be dynamic. Flexible enough for working professionals.
The pilot combines live international teaching with asynchronous access through cotrugli.online for enrolled participants.
8 × 90 minLive sessions every other Monday.
Zoom + onlineLive delivery through Zoom / cotrugli.online.
4 available nowClasses 1, 2, 3 and 4 are embedded above; future sessions will continue to be recorded.
Students + alumniNo finance background required in the existing lab model.
Performance & awards: Professor Ye announced $20 strategy-sharing awards for top portfolio performers and the class GOAT. The program also includes a potential real $10,000 investment opportunity for top participants, subject to the relevant competition rules and final COTRUGLI eligibility terms.
Your questions, answered
Get more from the Lab.
Professor Ye’s answers to participants’ most common questions, plus practical help with classes, recordings and your simulated portfolio.
From Professor Ye
Three questions raised by participants
How soon could AI replace most human jobs?
Professor Ye’s view is that the pace depends on the type of work. In his message to the class, he gives a conservative estimate of around ten years and encourages participants to think about saving and investing over that horizon. This is his estimate, rather than a confirmed timeline.
For more on his perspective, watch his recent interview.
Watch Professor Ye’s interviewWhat can my country’s government do about AI’s impact?
Professor Ye points participants, particularly those from Canada and Europe, to a short clip by Yuval Harari as a starting point for this discussion.
Watch the clip and bring your questions about government responses and AI’s wider effects to class.
Watch the Yuval Harari clipMy simulated portfolio is underperforming. What can I do?
Professor Ye says there is no magic bullet. He recommends studying the portfolios of stronger-performing classmates and listening to how they explain their decisions.
Use the simulation to learn from their strategies: examine what they bought, why they bought it, and how their approach compares with yours. Treat each trade as a chance to test an idea and learn through trial and error.
Explore classmates’ portfoliosClasses & access
Prepare for the next live discussion
What is the next lesson?
Lecture 5 — Guest Speaker is scheduled for Monday, October 26, 2026, with market perspective and applied discussion. Review your portfolio and bring questions about your recent decisions.
See the next lesson →Where can I watch past classes?
All four class recordings are embedded on this page, including Lecture 4 from October 12: Quantum Computer & Blockchain Technology. Use them to catch up before October 26.
Browse all four recordings →Do I have to attend live, and how should I ask questions?
Live participation is encouraged. Professor Ye recommends asking questions directly in class, where it is easier to discuss them than by email.
Classes 1–4 are available as recordings, and future recordings are planned so participants can catch up asynchronously. Use your course access on cotrugli.online for live-session information.
Access cotrugli.online →Do I need a finance background?
No finance background is required in the existing Lab format. Curiosity, critical thinking and a willingness to make decisions under uncertainty matter more.
Portfolio challenge
Trade, explain your thinking, and learn
Is the $100,000 real money, and where do I start?
The $100,000 is simulated capital. Enter the Fall 2026 MarketWatch stock game using your full name and start managing your virtual portfolio.
Open the stock gameHow do I explain the decisions behind my trades?
Submit a short rationale explaining why you bought, sold, held or rebalanced. Describe the investment idea behind your decision and what you expect to learn from it.
Submit a trade rationaleCan I use AI tools?
Yes. The course encourages AI tools in research, discussion and assignments. Share which tools you used and how effective they were.
How is performance measured?
Professor Ye’s existing course model benchmarks portfolio performance against the S&P 500. COTRUGLI is finalizing the exact academic assessment rules for the credit-bearing version.
Are there prizes?
Professor Ye has announced $20 strategy-sharing awards for top portfolio performers and the class GOAT. A potential real $10,000 investment opportunity for top participants remains subject to the relevant competition rules and final COTRUGLI eligibility terms.
No matching questions. Try another word or clear your search.
Still have a question?
Next lesson · October 26Bring it to the next live class. Professor Ye encourages asking directly so the whole group can learn from the discussion.
Your next perspective. October 26.
Lecture 5 — Guest Speaker
Join the next scheduled AI Investing Lab session for market perspective and applied discussion. Bring your portfolio questions and prepare to explain your next move.
Need to catch up? All four class recordings are available above.