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

Page: https://stenobird.com/podcast/sourcery-6853139/financial-advisors-are-cooked-public-co-ceo-on-the-great-wealth-transfer
Text version: https://stenobird.com/podcast/sourcery-6853139/financial-advisors-are-cooked-public-co-ceo-on-the-great-wealth-transfer.md
Podcast: [Sourcery](https://stenobird.com/podcast/sourcery-6853139)
Published: 2026-04-17T10:17:01+00:00
Episode link: https://podcasters.spotify.com/pod/show/sourcery/episodes/Financial-Advisors-Are-Cooked--Public-Co-CEO-on-the-Great-Wealth-Transfer-e3i1qle
Audio file: https://anchor.fm/s/f192713c/podcast/play/118597742/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-17%2F422258186-44100-2-ba873ec3718af.mp3
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JSON: https://stenobird.com/v1/public/podcasts/sourcery-6853139/episodes/financial-advisors-are-cooked-public-co-ceo-on-the-great-wealth-transfer
Duration seconds: 4157

## Resource

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, plus his thoughts on AI, wealth inequality, and what it means for society. For investors seeking a serious platform that combines traditional financial services with cutting-edge technology, this conversation offers valuable insights into where the industry is heading. Leif Abraham: https://x.com/leifthunder Molly O’Shea: https://x.com/MollySOShea Sourcery: ⁠ https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 YouTube : https://youtu.be/NF-VKevrIzg 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • Brex —The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. htt…

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