Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer

About this episode

Leif Abraham discusses how Public is revolutionizing investing with AI and the implications for financial advisors amidst the Great Wealth Transfer.

Leif Abraham, Co-CEO of Public, joins Molly at the New York Stock Exchange for one of the more fun financial discussions on how Public is building the next-generation investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, and Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. The results speak for themselves: millions of users, billions in assets under management, billions in trading volume, and revenue doubling annually as they continue to capture market share. Public's differentiators include: AI agents that automate complex investment strategies "Generated Assets" AI-powered custom indices Comprehensive multi-asset trading across stocks, ETFs, crypto, options, treasuries, bonds Focus on sophisticated investors with real assets to compound Leif and I explore how their AI-generated defense index hit 350% returns in one month (big surprise, lol), the future of financial advisors in an AI world, and why their co-CEO structure works better than solo leadership. Leif explains why they focus on the top 25% instead of chasing mass market speculation…

People in this episode

Host: Molly O'Shea

Guest: Leif Abraham

Topics covered

• financial technology
• wealth transfer
• AI in investing
• investment platforms
• financial advisors
• market trends

Keywords

• investment platform
• AI agents
• wealth inequality
• trading volume
• financial advisors
• custom indices
• multi-asset trading

Mentioned in this episode

Organizations: Public, Schwab, Fidelity, Vanguard

Places: New York Stock Exchange

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