The podcast features Barry Ritholtz interviewing Jeffrey Ptak from Morningstar about automating investments. Ptak explains the benefits of automation, such as reducing emotional decision-making and improving investor returns. He discusses features like auto-enrollment and auto-escalation in retirement plans, highlighting how they lead to better outcomes, especially for younger and lower-earning participants. Ptak also touches on the role of AI in investing, the importance of selecting a trustworthy platform, and the advantages of using target date funds and allocation funds to minimize the gap between fund performance and investor returns.
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