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Hannah Aaron Lang

👤 Speaker
176 total appearances

Appearances Over Time

Podcast Appearances

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

And I think Public's idea here is that they're one of the first to really roll out agents with this much capability across the different accounts of your portfolio.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

And the newness, being the first to do this in the brokerage industry, they're going to maybe bring more sophisticated, wealthier investors to the platform in that way.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

Yeah, I think that's a big question here.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

I spoke with the co-CEO at Public, and he told me there are plenty of safeguards here.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

So this is how he explained it.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

You start by

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

forming your strategy or your thesis with the AI agent.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

And you go back and forth to conceptualize what trade we're talking about here.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

And you approve which accounts the agent's going to trade from, which assets to buy or sell, whether the trade is going to be one-time or recurring.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

Then once all those parameters are set, there's a workflow that's offered for you to edit, review, and of course, confirm before the agent goes live.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

The idea is that there's specific parameters that the agent can operate in.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

You're proving everything.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

After the agent goes live, it keeps a log of every transaction that is made and also every step of its workflow.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

So the different things it's checking to see if it should execute a trade.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

So traders can review that anytime as well.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

Executives were adamant about the fact that this tool doesn't engage in any independent decision making.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

So you're not necessarily letting agents.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

an AI agent, run rogue and manage your portfolio the way you might trust, say, a financial advisor, but it is trading in the background for you, supposedly within the exact parameters of what you're instructing it to do.

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

This is for the investor who is aware of

WSJ What’s News
Iran Prepares for U.S. Ground Invasion

their portfolio, maybe is aware of different hedging strategies they might be able to utilize and wants to have a little bit more of a hand in how they're managing their investments.