Rich Habits Podcast

Inside Public’s AI Revolution with Co-CEO Jannick Malling

10 snips
Mar 28, 2026
Yannick Malling, Co-CEO of Public and fintech product leader democratizing investing tools. He explains AI agents that automate dynamic investing intents. He describes how agents add discipline, integrate with accounts, and handle security. He explores uses beyond trading like tax and cash management, plus sharing viral agents and practical examples like stop-loss automation.
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INSIGHT

Agents Convert Intent Into Executable Portfolio Actions

  • Public's agents let users express high-level intent instead of writing code or entering orders, converting plain-English goals into executable portfolio actions.
  • Examples include buying NVIDIA if down 3% or moving bank cash to bond holdings every Friday, executed inside your Public account.
ADVICE

Let The Agent Clarify Details Before Activating

  • Expect the agent to ask follow-up questions to remove ambiguity before activation, and review the plain-English workflow it proposes.
  • The agent asks which account, amount, order type, extended-hours rules, then visualizes the deterministic flow for you to accept.
ANECDOTE

Using An Agent To Hedge Geopolitical Risk

  • Yannick used an agent to analyze geopolitical risk and then buy short-term protected puts as a hedge.
  • The agent identified affected positions, suggested hedges, and executed protected puts costing about 10% of his portfolio.
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