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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