The Blunt Dollar

• Julia Carreon: The Shocking Truth About Financial Illiteracy on TikTok

  In this episode of The Blunt Dollar, we sit down with Julia Carreon, a digital transformation powerhouse with leadership experience at Wells Fargo and Citi, to dissect the crossroads of finance, technology, and generational change. Julia brings her signature candor and deep industry knowledge to a conversation that spans everything from AI and gamification to social media misinformation and the trust crisis in banking.We explore what it truly takes to modernize wealth management for Gen Z and millennials, and why the clock is ticking for traditional players.🎯 Why big banks are struggling to keep up with Gen Z's expectations, and what’s at stake🤖 How AI and gamification could reshape financial education and advisory experiences📱 The role of influencers, TikTok, and social media in driving (and distorting) financial literacy💥 Personal stories of fintech failure and how they shaped Julia's views on trust and regulation🧠 The power of behavioral science and hyper-personalization to redefine client engagementIf you’re into AI in finance, the future of banking, and what it’ll take to win over the next generation of investors, this one's for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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• Marina Severinovsky: The Real Reason Your Portfolio Needs a Climate Plan

  Sustainable investing has gone from niche to necessary. But where is it headed next? In this episode, Ignacio sits down with Marina Severinovsky, Head of Sustainability for North America at Schroders, to unpack the shifting ESG landscape. Marina draws from two decades of experience in finance and sustainability to explain how investors can navigate today’s volatile mix of climate risk, political backlash, and growing demand for impact.Topics we cover:🌍 Why sustainable investing isn’t just about values—it’s about identifying long-term risk and opportunity💼 How institutional investors are redefining ESG integration across asset classes💣 The rise (and fallout) of ESG backlash—and why Marina sees it as a “necessary reset”📊 The trouble with ESG ratings and how Schroders builds proprietary sustainability models👩‍💼 Women in sustainable finance, and Marina’s unfiltered advice for building a career in ESGIf you’re into impact investing, long-term market trends, and no-BS insights into how sustainability really works in finance, this one’s for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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• Brian Matt: The Real Talk on ESG From Inside the NYSE

  In this episode we dive deep into the engine room of sustainability, with a guest who has one of the most unique seats in the house.I sit down with Brian Matt, Head of Sustainability Advisory at the New York Stock Exchange, to unpack what’s really going on behind all the ESG headlines. With two decades of experience in investor relations and sustainability, Brian offers a rare dual lens into both investor expectations and corporate realities when it comes to sustainability strategy, regulation, and storytelling.In this candid and insightful conversation, we cover:🌱 How ESG has evolved from checkbox compliance to value creation📊 What asset managers actually look for in ESG disclosures🧑‍⚖️ Why fiduciary duty and political pressure are reshaping stewardship teams🏛️ How new regulations like CSRD and California climate rules are impacting listed companies📈 And why smaller public companies aren’t necessarily doomed in today’s ESG landscapeIf you like sustainability strategy, investor behavior, and behind-the-scenes capital markets insight, this one's for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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• Manuel Grenacher: The Rise of Agentic AI, and the Fall of Traditional Finance

  In this episode of The Blunt Dollar, I sit down with Manuel Grenacher, a serial entrepreneur and founder of Unique, a company revolutionizing financial services with agentic AI. Manuel shares his journey from building startups in Switzerland to leading one of the most exciting AI-driven companies in finance today. We dive deep into how AI is reshaping the industry, where the biggest disruption opportunities lie, and why empathy remains irreplaceable by machines.Key topics we cover:🔹 What is agentic AI and how it goes beyond ChatGPT🔹 How Unique is helping financial institutions scale AI adoption🔹 The future of relationship managers in an AI-driven world🔹 Trust, hallucination scores, and responsible AI use in finance🔹 Why mid-sized banks could outperform the giants with AI🔹 The real-world use cases driving the fastest ROI today (KYC, investment insights, and due diligence)🔹 Manuel’s personal journey: from corporate comfort at SAP back to the startup grind🔹 How to stay relevant and thrive in a world where AI becomes a superpowerIf you like conversations about AI innovation, entrepreneurship, and the future of finance, this one's for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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• Marlena Lee: What a Nobel Prize Winner Taught Me About Beating the Market

  In this episode of The Blunt Dollar, Ignacio sits down with Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena leads a 70-person team that bridges deep academic research with practical client education, helping investors navigate the complexities of markets, factor investing, and long-term portfolio construction.With a PhD from the University of Chicago Booth School of Business and experience working alongside Nobel laureate Eugene Fama, Marlena shares her unique insights into translating rigorous research into real-world investment strategies. We dive into her career journey, her biggest lessons from Fama, and how she’s helping advisors and investors make smarter decisions today.In this episode, we discuss:🔹 Lessons from working with Eugene Fama and simplifying complex ideas🔹 How Dimensional turns academic research into real-world investing strategies🔹 The critical role of storytelling and empathy in finance communication🔹 Redefining risk and the true meaning of diversification🔹 Why preparation beats prediction when dealing with market uncertaintyIf you're interested in market behavior, smart investing, or the art of financial storytelling, this episode is for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

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