Bloomberg Money · Affordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
launched agentic trading accounts that let retail customers direct AI to build and manage a portfolio in a separate, ring-fenced account
“We also need to start building technology to offer this not just in ETFs and mutual funds, but also in managed accounts… use technology to start bringing these customizations.”
“Move somewhere between 30 and 40% of every locum payment straight into your separate account the moment it lands and call it the tax account”
“I created a login under our practice manager account just for the AI agent… we can actually see what it's doing in the audit trail… it doesn't have administrator rights.”
“Keep them very separate... not keeping good records... having an accountant who's going to hold you accountable for how you spend your money.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.