We Study Billionaires - The Investor’s Podcast Network cover image

TIP416: High Finance Strategies for New Investors w/ Joe Percoco

We Study Billionaires - The Investor’s Podcast Network

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Redefining Investment: From M&A Insights to Modern Platforms

This chapter explores the speaker's journey from an M&A banker to creating an innovative investment platform named Titan. It addresses the disparity between traditional investment methods, like mutual funds, and modern alternatives designed for a younger audience, emphasizing the importance of simplifying the investment process. The discussion further highlights strategies for competing with established financial institutions and the rapid growth of their new service.

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