Masters of Scale
From 'Trump bump' to 'Trump slump,' with Betterment CEO Sarah Levy
Mar 18, 2025
Sarah Levy, CEO of Betterment and expert in digital investment, shares her insights on handling market volatility. She discusses the impacts of recent economic swings on everyday investors and stresses the importance of a diversified investment portfolio. Levy dives into the rise of crypto and socially responsible investing, highlighting generational shifts in financial attitudes. With a clear vision, she encourages listeners to develop their unique approach to money management amidst market noise.
27:28
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Quick takeaways
- Sarah Levy emphasizes the necessity of a long-term investment strategy to navigate the volatility of the current financial landscape.
- Betterment's use of AI enhances client relationships and streamlines operations, promoting informed financial decision-making and personalized advice.
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