Step 01
Watch available recordings
Review the introduction, trading strategies, quantum computing, blockchain and guest speaker sessions at your own pace.
Go to recordings →Next live • Monday, November 23, 2026
The next energy revolution.Your next move.
COTRUGLI AI Investing Lab — Investing in the Age of Artificial Intelligence with Professor Dan Ye.
Join Lecture 7 — Energy Storage & Grid 2.0 on Monday, November 23. Explore battery innovation, grid-scale storage and the future of electricity infrastructure — and connect these themes to your investment decisions.
Lecture 7 · Nov 23
6 recordings available
2 live sessions remaining
$100,000 simulated portfolio
AI INVESTING LABProfessor Dan YeInvesting in the Age of Artificial Intelligence
Up next · Lecture 7
Energy Storage & Grid 2.0
Monday, November 23, 2026
Can the next electricity grid become the next investment opportunity?
Explore batteries, energy storage, grid modernization and their investment implications with Professor Dan Ye. Review your portfolio and bring questions about the companies and technologies building the next energy system.
For current participants
Keep your portfolio moving.
Get ready for Lecture 7 — Energy Storage & Grid 2.0 on November 23. Catch up on available 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 November 23
The next scheduled class is Energy Storage & Grid 2.0 on November 23: batteries, grid-scale storage and energy infrastructure. Bring questions about how these themes relate to your portfolio.
See the schedule →Class recordings
Catch up. Come ready for November 23.
Revisit the discussions as you build your portfolio. Recordings for all six completed classes are now available, including Lecture 6 — Bipedal Robots (November 9).
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
Revisit the follow-up discussion on quantum computing and the introduction to blockchain technology.
Watch on YouTube →Class 5 · October 26
Guest Speaker
Revisit the guest-speaker discussion and prepare your portfolio questions for Lecture 7 — Energy Storage & Grid 2.0 on November 23.
Watch on YouTube →Class 6 · November 9
Bipedal Robots
Catch up on the bipedal robotics discussion and consider how automation and its supply chain may affect your investment ideas.
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 the available 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.
Six classes have taken place, and all six recordings are available above. Next is Energy Storage & Grid 2.0 on November 23, followed by Biotech and the winners announcement on 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.
5 available nowClasses 1–6 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.
Semester-end prize eligibility: To be considered for the prize at the end of the semester, your portfolio must contain 10 different stocks across at least three different industries. This diversification requirement helps minimize the element of luck in the portfolio game.
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 7 — Energy Storage & Grid 2.0 is scheduled for Monday, November 23, 2026, covering battery storage, electricity grids and emerging investment opportunities. Review your portfolio and bring questions about your recent decisions.
Join lesson 7 on Zoom →Where can I watch past classes?
Recordings of Classes 1–6, including Bipedal Robots from November 9, are embedded on this page. Use the recordings to catch up before November 23.
Browse available 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 1–6 are available as recordings; future recordings are planned so participants can catch up asynchronously. Use the Zoom link below to join the next live session.
Join the live class on Zoom →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.
Semester-end prize eligibility: To be considered for the prize at the end of the semester, your portfolio must contain 10 different stocks across at least three different industries. This diversification requirement helps minimize the element of luck in the portfolio game.
No matching questions. Try another word or clear your search.
Still have a question?
Join lesson 7 · November 23Bring it to the next live class. Professor Ye encourages asking directly so the whole group can learn from the discussion.
Your next perspective. November 23.
Lecture 7 — Energy Storage & Grid 2.0
Join the next AI Investing Lab session to explore battery technology, energy storage and modern electricity grids. Bring your portfolio questions and prepare to explain your next move.
Need to catch up? All six completed class recordings are available above.