Why Most Financial Marketing Is Broken - Stephen White

In this episode of The Blunt Dollar, I sit down with Stephen White, co-founder of Markets Recon and former marketing lead at BlackRock and eVestment, to unpack nearly two decades of insights from the intersection of finance, strategy, and storytelling.

From launching billion-dollar investment strategies to now building a tech platform that reimagines how allocators absorb research, Stephen brings a fresh, human take on everything from active management to fintech innovation. This conversation goes deep into what it really means to work in finance with integrity, purpose, and an eye toward broader impact.

We talk about:

💡 The hidden role of storytelling in finance — and why English Lit majors might be the next big thing

🚀 What it's really like inside BlackRock: strategy, politics, layoffs, and long-term vision

📊 Why active management isn’t just about alpha, it’s about self-actualisation

🌍 The tension between democratizing investing and solving rich people's problems

🎙️ How marketing in finance is shifting from press releases to podcast mics and personal brands

If you're into fintech, asset management strategy, and the human side of markets, this one's for you.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

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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.