AI’s Impact on Financial Services

How did AG1 turn podcast advertising into a powerful engine for trust and growth?Paulie Dery, Chief Marketing Officer at AG1, explains why the company invested early in podcast advertising and built long-term relationships with hosts who genuinely use the product. He discusses how AG1 measures both brand impact and conversions, why authenticity is essential to host-read advertising, and how the company protects its premium positioning.Dery also shares the strategy behind the transition from Athletic Greens to AG1, lessons from his time at YETI, AG1’s expansion into Costco and Target, and how strong brands avoid becoming commodities. Hosted on Acast. See acast.com/privacy for more information.

Baseball's biggest advantages are not always bought with the biggest payroll.Mike Petriello, Major League Baseball's Director of Stats and Research, explains how teams such as the Milwaukee Brewers use Statcast, plate discipline, player development, and tailored matchups to compete with the sport's biggest spenders. He also examines the data behind Shohei Ohtani's postseason struggles, what swing path and pitch shape reveal about hitters, and why analytics only matter when coaches and players can put them into action. Hosted on Acast. See acast.com/privacy for more information.

Consumers are still spending, but their priorities are changing.Barbara Kahn, Patty and Jay H. Baker Professor of Marketing at the Wharton School of the University of Pennsylvania, explains why retail sales remain resilient despite inflation and economic uncertainty.She explores the growing demand for value, wellness, and memorable experiences, the challenges facing aspirational luxury brands, and the uneven performance of shopping malls. Kahn also discusses how retailers can respond to changing consumer behavior while managing inventory, debt, costs, and expansion. Hosted on Acast. See acast.com/privacy for more information.

What happens when a superstar athlete joins a new team? The impact goes far beyond the basketball court.Kenneth Shropshire, Professor Emeritus of Legal Studies and Business Ethics at the Wharton School, examines the expectations surrounding LeBron James and the Philadelphia 76ers. From ticket sales and team culture to community engagement and special treatment for star players, Shropshire explains the business opportunities and challenges that come with signing a superstar. Hosted on Acast. See acast.com/privacy for more information.

Most brands compete against other brands. Liquid Death competes against entertainment.Greg Fass, Vice President of Marketing at Liquid Death, joins Barbara Kahn and Americus Reed to explain how the company builds campaigns designed to “win the internet.” From hiring comedians and creators instead of traditional marketers to developing ideas in a writer’s room environment, Greg shares the unconventional approach behind one of the most talked-about brands in marketing.They discuss why most people distrust marketing, how humor drives sharing, what brands can learn from entertainment, and the creative process behind some of Liquid Death’s most successful campaigns. Hosted on Acast. See acast.com/privacy for more information.

Artificial intelligence is changing how financial professionals research, analyze information, and get work done — while raising new questions about the skills people will need in an AI-enabled industry. In this episode, host and Wharton professor Itay Goldstein speaks with Wharton professor emeritus Jeremy Siegel and Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, about AI’s impact on financial services. They discuss the technology’s potential to increase productivity, transform investment research and workflows, reshape the financial workforce, and change how firms think about hiring and developing talent. They also examine why human judgment, trust, and accountability remain important as AI takes on a larger role in finance. Hosted on Acast. See acast.com/privacy for more information.

AI is driving enormous investment and soaring valuations, but what do financial markets reveal about its long-term economic impact?Jesús Fernández-Villaverde, Howard Marks Presidential Professor of Economics at the University of Pennsylvania, and Maryam Farboodi, Associate Professor at Cornell SC Johnson College of Business, examine how investors are pricing the promise and risk of transformative AI. They discuss why Treasury yields fell following major AI announcements, whether high AI stock valuations reflect productivity gains or speculation, and what the dot-com era can teach us about today's AI boom. The conversation also explores AI's potential effect on inequality, the risks of regulation that slows adoption, and the skills people will need in an AI-driven economy. Hosted on Acast. See acast.com/privacy for more information.

AI can help financial institutions detect fraud, manage risk, and improve productivity. But when AI systems begin acting autonomously, they may also create risks at a speed and scale people cannot easily oversee.Sarah Breeden, Deputy Governor for Financial Stability at the Bank of England, explores what agentic AI means for financial markets and financial regulation. She explains why regulators must move beyond a simple human-versus-machine framing, build meaningful accountability and guardrails around AI systems, and prepare for the potential of market feedback loops, manipulation, and collusion between autonomous agents.Breeden also discusses the unprecedented pace of investment in AI infrastructure, the uncertainty around its eventual payoff, and how financial regulators can support innovation while protecting stability and public trust. Hosted on Acast. See acast.com/privacy for more information.

AI is changing what investors can analyze, how quickly they can act, and what it takes to find an edge.Nikolai Roussanov, Moise Y. Safra Professor of Finance at Wharton, and Ingrid Tierens, Head of the Data Strategy team in the Global Investment Research division at Goldman Sachs, explore AI's expanding role in quantitative finance. They discuss how large language models and alternative data are transforming investment research, the competitive pressure AI creates across financial markets, and why human judgment remains essential when models encounter uncertainty.They also consider the skills finance professionals will need in an AI-driven industry, from data literacy and technical fluency to communication, accountability, and the ability to ask better questions. Hosted on Acast. See acast.com/privacy for more information.

What determines whether a cryptocurrency succeeds or fades into obscurity? In this episode, Wharton professor Itay Goldstein speaks with Shimon Kogan, adjunct associate professor of finance at Wharton and longtime instructor of Wharton’s fintech course, to explore the economic and behavioral forces behind token success. From network effects and user adoption to coordination challenges and the phenomenon of meme coins, this conversation dives into the mechanics of tokenomics and what drives value in the world of fintech.Editor’s Note: This episode was recorded in early summer of 2025, shortly before the passage of the GENIUS Act, which provides a regulatory framework for stablecoins. A lot has happened in the digital asset space since this discussion was recorded. But the broader ideas, philosophies, and questions we explore remain highly relevant today. Hosted on Acast. See acast.com/privacy for more information.