AI Summary
5 min readPublic's co-CEO Jannick Malling explains the launch of AI agents, positioning the brokerage as the world's first "agentic brokerage." These tools let users automate portfolio strategies via natural language prompts, evolving from prior AI features like research and generated assets to full execution.
How AI Agents Work
Users access a dedicated "agents" tab in the Public app, enter a prompt describing their strategy—such as "buy NVIDIA if down 3% for the week" or "move idle bank cash to bonds every Friday"—and the agent handles execution. Unlike rigid investment plans, agents enable dynamic, rules-based actions tailored to conditions like P/E ratios, earnings sentiment, or market correlations. The agent first asks clarifying questions on details like account type, amount, order type (market vs. limit with collars), and risk parameters, avoiding assumptions in "one-shotting" approaches common in other AI tools. It then proposes a plain-English workflow with a visual flowchart for approval. Once activated, it runs deterministically: fixed if-then rules with no ongoing probabilistic inference or hallucinations, ensuring predictable behavior.
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What you'll learn
- 1 (00:00) **Intro and Pre-Interview Hype** - Hosts tease exclusive early access to Public's AI agents launch on March 31st
- 2 (03:40) **Episode Intro and Guest Welcome** - Hosts introduce Rich Habits Podcast and Jannick Malling, Public co-CEO
- 3 (05:14) **Defining AI Agents** - Malling explains agents as prompt-based automation in Public app's Agents tab
- 4 (07:05) **AI Evolution at Public** - Traces shifts: 2023 research, Generated Assets for custom products, now execution
- 5 (08:30) **Dynamic vs Rigid Strategies** - Agents enable nuanced rules beyond static investment plans
- 6 (11:12) **Brokerage Evolution** - From full-service phone brokers to DIY execution, now AI full-service
- 7 (15:43) **Agents vs Chatbots** - Agents express intent/goals, not just Q&A; ask clarifying questions
+ Full timestamped outline available in the app
Show Notes
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz sit down with Jannick Malling, co-CEO of Public, to talk about their agentic brokerage product.
Stay tuned for their official launch and press release of this new product on Tuesday, March 31st!
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