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Mark Pelletier
301 posts
Mark Pelletier
@MarkFromPublic
Senior Manager, Active Traders & High Net Worth at @public Opinions my own - not financial advice
United States เข้าร่วม Kasım 2025
1.8K กำลังติดตาม582 ผู้ติดตาม
Must watch if you're interested in:
- AI for investing
- startups & technology
- prediction markets
- crypto & tokenization
...so basically just a must watch for everyone on X
Molly O’Shea@MollySOShea
BREAKING: @public Co-CEO Leif Abraham (@leifthunder) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at @NYSE this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI
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@MarkFromPublic @public Most people assume Agents were created for traders
But Agents are perfect for set it and forget it investors... making the investing process as mindless as humanly possible!
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I've been talking to a lot of passive, long-term investors this week who, at first glance, think AI Agents on @public weren't built for them.
It's the opposite. The whole point of passive investing is automation -- and the most important tasks are the ones you keep forgetting to do:
Rebalancing when your allocation drifts
Sweeping idle cash that's sitting there earning nothing
Selling covered calls on positions you're holding long-term anyway
Agents aren't just for active traders. They're for anyone who wants their portfolio to run the way it's supposed to.
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@BuildwithPublic is changing what's possible through your brokerage 🤯
Matthew@Public@BuildwithPublic
Trading just changed forever.. @claudeai is connected directly to a live brokerage through @public API. Research, analysis, and execution now lives inside one conversation. Equities, options, crypto, bonds. Short demo/setup ~10min. Docs link in comments 🦾
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@AviHarkishun @TarricSookdeo Sounds good - happy to schedule some time if you want a demo
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@TarricSookdeo @MarkFromPublic Thank you for sharing.
Hi @MarkFromPublic, I will reach out if I have any questions.
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Public.com is quietly building what could be the future of investing and trading.
I’ve been paying close attention to their move into AI Agents, and honestly—it reminds me of when Steve Jobs introduced the first iPhone. At the time, most people didn’t fully grasp what it would become… but it completely changed everything.
That’s the kind of shift I’m starting to see with Public.com.
They’re not just adding features—they’re rethinking how trading is done, where AI can assist with decision-making, execution, and strategy in a way that hasn’t really been done at scale before.
If this plays out the way it looks like it could, this might be the “iPhone moment” for trading and investing.
That said, I do believe other brokerages are paying attention—such as Robinhood, Webull, Charles Schwab, and Interactive Brokers—and will likely move in a similar direction.
The real question is: can Public gain enough traction and loyal users early, or will larger brokerages with massive customer bases catch up quickly and roll out similar AI-driven features? That could play a major role in how much market share Public is able to capture.
P.S. I’m not affiliated with Public in any way. Just a trader and fintech enthusiast. But I’d strongly recommend paying attention to what they’re building—and more importantly, how you can start using AI to enhance your own trading and investing.
@BuildwithPublic @TarricSookdeo @public
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@codybodey @public @grok Interesting. I am not too afraid of locking in gains especially when I feel positions are being overbought.
Nothing is perfect, I'm not selling strategies -- just trying to see what works for me long-term.
I also have a TLH Agent in this account.
x.com/MarkFromPublic…
Mark Pelletier@MarkFromPublic
I built a bot that saves money on taxes every single day. No accountant. No spreadsheet. No code. Just an AI agent on @public. Here's exactly how it works 💡
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@MarkFromPublic @public @grok can you run some numbers and compare the trim method to waiting it out and rebalancing the portfolio over time with new deposits and not selling to avoid a taxable event
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One thing that sneaks up on people in a long-term portfolio is concentration risk.
I've got a rebalancing agent on @public that handles it for me: any position hits 15% of my portfolio, it trims back to 10%. It then alerts me when it's triggered.
Set it and forget it.
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At Public, our concierge team works directly with high-value members, talking markets, building real relationships, and delivering a more elevated investing experience.
Check out the full @Bloomberg article on how we’re serving concierge members with premium experiences, from deeper data access to live events and activations.
Read: bloomberg.com/news/features/…
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You can put Bitcoin in a Roth IRA and never pay taxes on the gains. Ever. Bitcoin goes from $72,000 to $500,000 inside a Roth. You pull it out in retirement. The IRS gets zero. You keep everything. Most people don't know crypto is allowed in retirement accounts. You need a self directed IRA custodian companies like iTrustCapital or Alto IRA set this up. It's legal. It's been legal for years. And almost nobody is doing it.
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6 months ago I was running 4 monitors, 3 tabs of options chains. Missing entries because I was too slow switching between research and broker.
Every "AI trading tool" I tried made the research faster and ignored the execution completely.
Then I connected @perplexity_ai to the @public API via Agent skill.
Here's whats the setup looks like 🧵
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Proud to be part of the Concierge team at @public
We're helping sophisticated investors access next-gen tools, deeper data, and a premium experience while saving on fees. Lots of exciting stuff ahead.
Public@public
At Public, our concierge team works directly with high-value members, talking markets, building real relationships, and delivering a more elevated investing experience. Check out the full @Bloomberg article on how we’re serving concierge members with premium experiences, from deeper data access to live events and activations. Read: bloomberg.com/news/features/…
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Mark Pelletier รีทวีตแล้ว
AI Agents can now be used to automate your portfolio
x.com/MarkFromPublic…
Mark Pelletier@MarkFromPublic
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Shoot me a DM if you want access to AI Agents on @public 👀
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@InvestorJordan @public That's the real question.
Algos have had the edge over manual execution for years -- agents can help close that gap for individual investors
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@MarkFromPublic @public At what point does this become the standard?
Hard to see manual execution ever competing again 🤣
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I work at the first Agentic Brokerage @public
Here's what changes when AI stops advising and starts executing
Mark Pelletier@MarkFromPublic
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For decades traders have manually looked for patterns like a golden cross.
I just built an AI agent on @public that scans my watchlist for this set up every day, then places a limit order at the 200-day SMA automatically.
Took 2 minutes to set up. The future is now.
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@m_hall2 @matt_kohrs @public You now have access! I also sent you an email -- here as a resource if need anything
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@matt_kohrs @public Inspired by a recent short, let’s build an agent that waits for me to put in a long put or call and then closes my order and inverses me.
youtube.com/shorts/xDwPo0H…
YouTube
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BREAKING! @Public gave me access to their new agentic trading tool suite 🤖
What trading agents should I build first? The best 10 suggestions will get to skip the waitlist and join the AI investing revolution with me!
Leave your best ideas/prompts in a comment below 👇
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