The AI Brokerage Era: How Automation, Custom Indexing, And Agentic Tools Are Changing Investing Lead-Lag Live podcast

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The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing

1d ago 17:00

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In this episode of Lead-Lag Live, I sit down with Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transforming retail investing, brokerage platforms, and portfolio construction.

From AI-powered research to custom-built indexes and the rise of agentic brokerage, Sikes explains how new tools are giving individual investors access to capabilities once reserved for institutions and what risks and responsibilities come with that shift.

In this episode:
– How AI research tools are changing how retail investors analyze stocks
– What it means to build custom indexes using natural language
– The rise of agentic brokerage and automated portfolio management
– Where AI can help investors and where human judgment still matters
– Why the next generation of brokerages may look nothing like the last

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Chapters

1. Holiday Giveaway & Housekeeping (00:00:00)

2. The AI Shift In Retail Brokerage (00:03:23)

3. Who Public Serves And Why AI (00:05:30)

4. Alpha: AI Research With Real Market Data (00:08:20)

5. Generated Assets: Turning Themes Into Portfolios (00:10:29)

6. Risks, Human Review, And Iteration (00:14:30)

7. Agentic Brokerage Vision And Use Cases (00:16:35)

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