Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 2 June 2025

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
0:02.9	Whether it's saving for today or building wealth for tomorrow, they help people and small
0:07.3	businesses put their money to work.
0:09.1	They automate to make savings simpler.
0:11.2	They optimize to make investing smarter.
0:13.4	They build innovative technology backed by financial experts for anyone who's ever said,
0:18.2	I think I can do better.
0:19.8	So be invested in yourself. Be invested in your business, be invested in better with betterment.
0:24.6	Get started at betterment.com.
0:28.7	Welcome to the Risk Reversal Podcast.
0:30.8	I'm Dan Nathan, joined by Guy Adami, Guy.
0:33.6	How are you?
0:34.4	How are you on this Monday morning?
0:36.5	What's going on?
0:38.4	I'm doing okay here.
0:42.5	I had a long weekend. I'm going to get into that in a second. Long afternoon on Sunday.
0:49.0	A little housekeeping here, Sarah Levy, a great partner of buyers. She is the CEO of Betterment Guy. You know them well. They have over a million customers, $56 billion of assets under management.
0:56.6	And Sarah tells us a bit about some of the plans for this company going forward,
1:00.4	some of the activity that they're seeing out of their client base,
1:03.8	especially in this volatile market over the last few months or so.
1:06.7	So stick around for that.
1:08.9	This week we got a little bit of earnings, the dollar stores.
	...

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