Carol Massar
speaker
1,071 appearances
27 recordings
3 series
first heard Sep 2025
last heard 27 Feb
Carol Massar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 26 in all, peaking in Jan 2026 with 12.
Appearances
Well, we love coming here because we really do feel like it's good to get out of, I feel like, the coasts.
And I feel like it's good to talk to the people who are actually managing tons and tons of money on a daily basis.
Talk to us about your first year and some of what's been coming at you and how you and your team are making sense of kind of the investment environment when things can change often on a day-to-day basis.
So as you walk around the floor and you're talking to advisors, I mean, what are they talking about in terms of timely advice that you're getting maybe from the advisors and what they are kind of hearing from their clients?
The MAG7, the big tech.
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?
How tough is that?
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.
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.
How do you defend them, keeping them in?
What do you need to kind of do to serve them and keep them on your platform?
Forgive me, that was new customers, right?
Did that hurt?
Are you going to ask about crypto?
Do you want to wait?
All right, go.
I want to ask about prediction markets.
Okay.
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?
Speaking of gambling and perhaps gamification, crypto.
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