MI REWIND: LEVERAGING TECHNOLOGY TO IMPROVE INVESTOR EDUCATION

W/ KERIM DERHALLI

11 March 2022

Robert Leonard sits down with Kerim Derhalli to talk about investing for the millennial generation, and how brokerage firms are putting themselves at the forefront of technology. Kerim was the Tech Entrepreneur of the Year in 2019 and is currently the Founder and CEO of Invstr.

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IN THIS EPISODE, YOU’LL LEARN:

  • How does one choose a brokerage platform?
  • What are the challenges millennials and Gen Z face in getting started investing?
  • How do you build good education for investing in the long-term ?
  • Current investing trends due to COVID-19 and its impact in the coming year.
  • And much, much more!

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CONNECT WITH KERIM

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

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BOOKS AND RESOURCES

  • Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
  • Get a FREE audiobook from Audible.
  • Check out Invstr.
  • Guy Spier’s book The Education of a Value Investor.
  • Taylor Larimore’s book The Bogleheads’ Guide to the Three-Fund Portfolio.
  • Joel Greenblatt’s book The Little Book That Still Beats the Market.
  • Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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