The Blunt Dollar

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Jason Pereira: What AI Can’t Replace in Financial Advice (Yet)

Saison 1 · Épisode 22

mardi 15 juillet 2025 • Durée 52:17

In this episode of The Blunt Dollar, we sit down with one of the most prolific voices in the financial planning space: Jason Pereira. A financial planner, fintech strategist, professor, podcaster, and tireless advocate for professional standards, Jason joins Ignacio to talk through the present and future of financial advice.

With over 750 pieces of content under his belt and multiple roles shaping the Canadian and global advisor landscape, Jason doesn’t hold back in this wide-ranging conversation on technology, regulation, and what it really means to serve clients in a world reshaped by AI.

In this episode, we talk about:
💼 Jason’s multifaceted career: financial planner, tech consultant, policy advocate
🧠 The evolution of advice from stock picking to life planning
🤖 Why AI will elevate, not replace, human advisors
📉 What breaks in advisory firms and how to rebuild better
🔥 The real problems with financial industry incentives and education

If you’re into advisor tech, financial planning evolution, and unfiltered industry truths, this one’s for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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Vincent Kaufmann: The CEO Using Quiet Diplomacy to Shake Big Business

Saison 1 · Épisode 21

mardi 8 juillet 2025 • Durée 58:53

In this episode of The Blunt Dollar, I sit down with Vincent Kaufmann, CEO of the Ethos Foundation, a leading voice in sustainable finance and corporate governance in Switzerland.

With over two decades at Ethos, Vincent shares an insider perspective on why active ownership matters, the real tools investors have to drive ESG change, and the fine line between meaningful impact and greenwashing.

This is a masterclass on ESG from someone who's lived it from the inside.

🎯 How shareholder engagement can push even giants like Nestlé and Holcim to adopt real sustainability targets

📉 The hidden risks of passive investing and the concentration of voting power among the "Big Three"

🌱 Why divestment alone isn't enough, and how fixed income markets can offer more pressure than equity

🧠 Greenwashing decoded: Vincent's view on what real sustainable investing looks like (and how to spot a fake)

🇨🇭 Swiss DNA in finance: How Switzerland’s consensus-driven model shapes Ethos’ dialogue-based approach

If you're into ESG, shareholder activism, or just want to understand how investors can shape corporate behaviour without sacrificing returns, this one's for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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Elsa Razborsek: The Surprising Parallels Between Dating Fails and Bad Trades

Saison 1 · Épisode 20

mardi 1 juillet 2025 • Durée 01:08:15

Elsa Razborsek joins The Blunt Dollar for a deep, nuanced conversation on nonlinear careers, women in finance, and the behavioural biases that shape both our portfolios and personal lives.

From Goldman Sachs analyst to health coach and back to finance, Elsa’s journey is anything but typical, and it’s exactly that winding path that fuels her insights today.

In this episode, we talk about:
🔄 Career pivots and the power of nonlinear paths
👩‍💼 Navigating visibility, ambition, and bias as a woman in finance
🧠 Coaching insights on stress, burnout, and sustainable high performance
📉 Behavioural finance: how sunk cost fallacy and blind spot bias derail decisions
🧠 Why journaling, self-awareness, and dopamine matter more than spreadsheets

If you're into investing, mindset, and the messy truth behind high-achieving careers, this one's for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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Julia Carreon: The Shocking Truth About Financial Illiteracy on TikTok

Saison 1 · Épisode 19

mardi 24 juin 2025 • Durée 58:23

In this episode of The Blunt Dollar, we sit down with Julia Carreon, a digital transformation powerhouse with leadership experience at Wells Fargo and Citi, to dissect the crossroads of finance, technology, and generational change.

Julia brings her signature candor and deep industry knowledge to a conversation that spans everything from AI and gamification to social media misinformation and the trust crisis in banking.

We explore what it truly takes to modernize wealth management for Gen Z and millennials, and why the clock is ticking for traditional players.

🎯 Why big banks are struggling to keep up with Gen Z's expectations, and what’s at stake

🤖 How AI and gamification could reshape financial education and advisory experiences

📱 The role of influencers, TikTok, and social media in driving (and distorting) financial literacy

💥 Personal stories of fintech failure and how they shaped Julia's views on trust and regulation

🧠 The power of behavioral science and hyper-personalization to redefine client engagement

If you’re into AI in finance, the future of banking, and what it’ll take to win over the next generation of investors, this one's for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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Marina Severinovsky: The Real Reason Your Portfolio Needs a Climate Plan

Saison 1 · Épisode 18

mardi 17 juin 2025 • Durée 01:05:56

Sustainable investing has gone from niche to necessary. But where is it headed next? In this episode, Ignacio sits down with Marina Severinovsky, Head of Sustainability for North America at Schroders, to unpack the shifting ESG landscape.

Marina draws from two decades of experience in finance and sustainability to explain how investors can navigate today’s volatile mix of climate risk, political backlash, and growing demand for impact.

Topics we cover:

🌍 Why sustainable investing isn’t just about values—it’s about identifying long-term risk and opportunity

💼 How institutional investors are redefining ESG integration across asset classes

💣 The rise (and fallout) of ESG backlash—and why Marina sees it as a “necessary reset”

📊 The trouble with ESG ratings and how Schroders builds proprietary sustainability models

👩‍💼 Women in sustainable finance, and Marina’s unfiltered advice for building a career in ESG

If you’re into impact investing, long-term market trends, and no-BS insights into how sustainability really works in finance, this one’s for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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Brian Matt: The Real Talk on ESG From Inside the NYSE

Saison 1 · Épisode 17

mardi 10 juin 2025 • Durée 01:05:06

In this episode we dive deep into the engine room of sustainability, with a guest who has one of the most unique seats in the house.

I sit down with Brian Matt, Head of Sustainability Advisory at the New York Stock Exchange, to unpack what’s really going on behind all the ESG headlines.

With two decades of experience in investor relations and sustainability, Brian offers a rare dual lens into both investor expectations and corporate realities when it comes to sustainability strategy, regulation, and storytelling.

In this candid and insightful conversation, we cover:

🌱 How ESG has evolved from checkbox compliance to value creation

📊 What asset managers actually look for in ESG disclosures

🧑‍⚖️ Why fiduciary duty and political pressure are reshaping stewardship teams

🏛️ How new regulations like CSRD and California climate rules are impacting listed companies

📈 And why smaller public companies aren’t necessarily doomed in today’s ESG landscape

If you like sustainability strategy, investor behavior, and behind-the-scenes capital markets insight, this one's for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

Lire plusRéduire

Manuel Grenacher: The Rise of Agentic AI, and the Fall of Traditional Finance

Saison 1 · Épisode 16

mardi 3 juin 2025 • Durée 01:01:38

In this episode of The Blunt Dollar, I sit down with Manuel Grenacher, a serial entrepreneur and founder of Unique, a company revolutionizing financial services with agentic AI.

Manuel shares his journey from building startups in Switzerland to leading one of the most exciting AI-driven companies in finance today.

We dive deep into how AI is reshaping the industry, where the biggest disruption opportunities lie, and why empathy remains irreplaceable by machines.

Key topics we cover:
🔹 What is agentic AI and how it goes beyond ChatGPT
🔹 How Unique is helping financial institutions scale AI adoption
🔹 The future of relationship managers in an AI-driven world
🔹 Trust, hallucination scores, and responsible AI use in finance
🔹 Why mid-sized banks could outperform the giants with AI
🔹 The real-world use cases driving the fastest ROI today (KYC, investment insights, and due diligence)
🔹 Manuel’s personal journey: from corporate comfort at SAP back to the startup grind
🔹 How to stay relevant and thrive in a world where AI becomes a superpower

If you like conversations about AI innovation, entrepreneurship, and the future of finance, this one's for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

Lire plus

Marlena Lee: What a Nobel Prize Winner Taught Me About Beating the Market

Saison 1 · Épisode 15

mardi 27 mai 2025 • Durée 01:09:51

In this episode of The Blunt Dollar, Ignacio sits down with Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors.

Marlena leads a 70-person team that bridges deep academic research with practical client education, helping investors navigate the complexities of markets, factor investing, and long-term portfolio construction.

With a PhD from the University of Chicago Booth School of Business and experience working alongside Nobel laureate Eugene Fama, Marlena shares her unique insights into translating rigorous research into real-world investment strategies.

We dive into her career journey, her biggest lessons from Fama, and how she’s helping advisors and investors make smarter decisions today.

In this episode, we discuss:

🔹 Lessons from working with Eugene Fama and simplifying complex ideas
🔹 How Dimensional turns academic research into real-world investing strategies
🔹 The critical role of storytelling and empathy in finance communication
🔹 Redefining risk and the true meaning of diversification
🔹 Why preparation beats prediction when dealing with market uncertainty

If you're interested in market behavior, smart investing, or the art of financial storytelling, this episode is for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

George Lagarias: What the World Gets Wrong About Financial Crises

Saison 1 · Épisode 14

mardi 20 mai 2025 • Durée 01:09:54

In this episode of The Blunt Dollar, we’re joined by George Lagarias, Chief Economist at Mazars, for a thought-provoking conversation on financial crises, economic cycles, and the elusive search for stability in global markets.

With over 20 years of experience navigating economic turmoil from Athens to London, George offers a deeply reflective and honest perspective on the past, present, and future of capitalism.

We kick off with George’s personal experience of living through the Greek and Cypriot debt crises, uncovering how they left generational scars on institutions, job markets, and societal optimism.

But this isn’t just about Greece. George unpacks why crises are hardwired into capitalism, how human psychology fuels financial bubbles, and why there’s no such thing as a perfect system.

Tune in as we explore:

📉 Why financial crises are inevitable in capitalism
🇬🇷 The true economic and social cost of Greece’s debt crisis
🎢 Regulation, deregulation, and the constant pendulum swing
🧠 How fear, greed, and behavioral finance shape markets
🎯 What being a Chief Economist actually entails
🛠️ Why storytelling is more important than models in economics
🔍 The most useful indicator George relies on monthly
💥 His best and worst market calls, and what he learned from them
🎯 Why predictions are more about probabilities than certainty
⚠️ What risks we don’t see coming… and why they matter
🌍 How energy innovation and digital currencies could reshape the world
🧠 And whether AI will ever replace human economic thinking

George doesn’t sugarcoat, and that’s exactly what makes this such a fascinating listen.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Oktay Kavrak: The Truth About Leveraged ETPs Nobody Tells You

Saison 1 · Épisode 13

mardi 13 mai 2025 • Durée 53:23

In this episode of The Blunt Dollar, I sit down with Oktay Kavrak, Director of Communications and Strategy at Leverage Shares, a leading provider of exchange-traded products (ETPs). With over a decade in the financial industry and a CFA charter under his belt, Oktay shares a wealth of insights into the evolving world of ETPs, including how they’re reshaping modern investing.

We explore everything from the rise of active ETPs to the misunderstood role of leverage in trading strategies. Oktay also talks about his personal journey, why he left the comfort of traditional finance roles, and how he’s found fulfillment in a fast-paced, multifaceted position.

Here’s what we cover in the episode:

📊 The evolution of ETPs and how they differ from ETFs
🧠 Why active ETPs are gaining traction despite passive investing’s dominance
📉 The role of leverage in ETPs and the education gap around complex products
💸 Fee compression in the ETF/ETP space and what it means for product sustainability
🔍 The most overlooked trend in finance today: derivatives-based income strategies
🎓 Oktay’s honest take on the value of the CFA designation
🔥 Career advice for young finance professionals (and why mistakes matter more than wins)
🤖 The future of AI in finance and how it could reshape day-to-day roles
🧠 The real skills that matter in finance today (hint: it’s not advanced math)
🏈 Finding balance: how Oktay recharges outside of the financial world

Oktay also shares how he stumbled into his current role, why job titles don’t always reflect day-to-day work, and what people often get wrong about the finance industry.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/

Enjoy the episode!

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The Blunt Dollar – Détails, épisodes et analyse

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Apple Podcasts

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Liens partagés entre épisodes et podcasts

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