At The Money: Automate Your Investing

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 6 November 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

Have you taken full advantage of automating your investments? You can improve your returns, reduce emotional decision-making, and generally end up with better results simply by putting your investing on autopilot.

Jeffrey Ptak is the managing director at Morningstar. Previously, he was the chief ratings officer.

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0	I'm Hannah Frye. And as we rely more and more on artificial intelligence in every facet of our lives and businesses, I'm on a mission to find out how we can build the internet that AI needs. Learn more later in the podcast.
0:15.0	There are two kinds of people in the world. People who think about climate change and people who are doing something about it.
0:21.1	On the Zero podcast, we talk to both kinds of people.
0:24.1	People you've heard of, like Bill Gates.
0:26.1	I'm looking at what the world has to do to get to Zero, not using climate as a moral crusade.
0:32.6	And the creative minds you haven't heard of yet.
0:34.7	It is serious stuff, but never doom and gloom.
0:37.9	I am Akshadratti.
0:39.2	Listen to Zero every Thursday from Bloomberg Podcasts on Apple, Spotify,
0:42.9	or anywhere else you get your podcasts.
0:47.6	Bloomberg Audio Studios, Podcasts, Radio News.
1:01.2	Music Radio News. Oh, baby. Do it, baby.
1:04.0	Dancing, dancing, dancing.
1:06.0	She's advancing. Oh, baby.
1:08.7	Move it, baby.
1:11.3	Automatic, systematic. Have you taken full advantage of Have you taken full advantage of automating your investments?
1:17.4	You can improve your returns, reduce emotional decision making, and generally end up with better results simply by putting your investing on autopilot.
1:29.9	To help us figure out how, let's bring in Jeffrey Patak.
1:33.2	He's managing director at Morningstar.
1:35.8	Previously, he was the chief rating officer there.
1:38.2	He's been with Morningstar since 2002.
1:41.4	And his research has shown features like auto-enrollment or contribution increases,
	...

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