personalized portfolios

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 25, 2025 by Samir Vasavada · across every show →

Everything said about personalized portfolios, oldest first

Jul 25, 2025 bullish
Insight
Vasavada: Emerging markets can leapfrog legacy products straight to automated portfolios
“I think there's the same kind of analogous and wealth, which is, you know, people, you know, a lot of these cash based societies are now moving digital so they can skip, you know, the era of crappy financial products and go straight to personalized portfolios …”
Samir Vasavada Jul 25, 2025 ▶ 19:40 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
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