Trends with Benefits #136: The Next Big Shift in Investing Has Begun with Jim Wiandt

In this episode, ETF.com founder and Stack Ventures industry partner Jim Wiandt explores the evolution of ETFs, the promise of AI in wealth management, and the power of building a strong company culture. Jim reflects on the early days of ETFs, the shift toward hyper-customized financial solutions, and why startups are best positioned to build transformative technologies. He shares how his team identifies problems in asset management and strategically builds or invests in companies to develop targeted solutions.

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The Next Big Shift in Investing Has Begun with Jim Wiandt

Show Notes:

02:04 The evolution of ETFs

05:57 AI-driven customization and direct solutions

14:55 Gaps in advisor-client relationships

21:01 Startups and cutting-edge technology

25:30 Private market disruption and IPOs

31:17 About Stack Ventures

35:33 Characteristics of a successful founder

37:38 The importance of building a strong company culture

39:31 Long-term trend

42:41 Trend or fad

Trend or Fad

Listen for Jim’s take on self-driving vehicles, decentralized autonomous funds, private equity secondaries, fractional ownership of everything, red light therapy, and California sober.

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