Casey goes solo in this episode of Case Studies to talk about the tool that has quietly rewritten how he leads, invests, and communicates: artificial intelligence. Casey has always leaned on soft skills, people, strategy, hard work, while depending on others to fill the gaps in hard skills like finance, accounting, and writing. Over the past year that dependency has disappeared.
He walks through real examples from his own life: rebuilding class presentations for his course, restructuring his family office's balance sheet, sharpening his writing despite a lifelong struggle with it, and gaining access to expert-level advice on demand. The throughline is pattern recognition, a concept Casey borrows from Tony Robbins, and how AI accelerates the process of identifying, copying, and eventually creating your own patterns of success.
[00:00] The AI Arms Race Nobody Can Ignore
[01:21] Hard Skills Versus Soft Skills
[02:20] Henry Ford And Commoditized Expertise
[03:20] Rebuilding My BYU Class Deck
[05:33] Family Office Strategy At Home
[06:40] Sensitivity Analysis On Sensitive Decisions
[07:41] Learning Accounting Without An Accounting Degree
[08:50] Banking Relationships Reimagined With AI
[09:40] Repositioning Our Balance Sheet
[10:10] Becoming A Ten Times Better Partner
[10:30] Writing As A New Strength
[12:00] Tony Robbins And Pattern Recognition
[13:00] Fewer People, More Productivity
[14:20] The Greatest Year To Be Alive
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