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Carol Massar

๐Ÿ‘ค Speaker
977 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

The MAG7, the big tech.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

How hard is it, though, when clients are like, but why would I want to get out of NVIDIA when I've seen what they've been doing for how many years?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

How tough is that?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Because we constantly have conversations of people saying it's time to broaden out, back off the big tech, and then it's the big tech with so much momentum.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Now, you guys have talked about one-third of your clients are Gen Z. So talk to us about how you continue to bring them in.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

How do you defend them, keeping them in?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

What do you need to kind of do to serve them and keep them on your platform?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Forgive me, that was new customers, right?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Did that hurt?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Are you going to ask about crypto?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Do you want to wait?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

All right, go.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

I want to ask about prediction markets.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Okay.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Does that then say to you that it's not a good idea in terms of the prediction markets and kind of mixing them with traditional investing?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Speaking of gambling and perhaps gamification, crypto.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Where does crypto fit into all of this for you guys?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

May, June.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

You have an idea?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Private credit, private markets.