What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...
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What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...
Jason Pereira: What AI Can’t Replace in Financial Advice (Yet)
The Blunt Dollar
52 minutes
4 months ago
Jason Pereira: What AI Can’t Replace in Financial Advice (Yet)
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 convers...
The Blunt Dollar
What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...
