Jason Pereira
@jasonpereira.bsky.social
š¤ 570
š„ 201
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Erin Brockovich 2: Suing data centres over awake but soulless AI
#AI
open.substack.com/pub/jasonper...
about 18 hours ago
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You can now let Opus 4.8 yolo stocks on Robinhood, but the Pope won't approve
open.substack.com/pub/jasonper...
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You can now let Opus 4.8 yolo stocks on Robinhood, but the Pope won't approve
What's more amazing is that the headline this week is actually true.
https://open.substack.com/pub/jasonpereira/p/you-can-now-let-opus-48-yolo-stocks?r=2qxtv&utm_campaign=post-expanded-share&utm_medium=web
8 days ago
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Google floods the zone while Anthropic makes the biggest free agent signing of the year
#Ai
open.substack.com/pub/jasonper...
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Google floods the zone while Anthropic makes the biggest free agent signing of the year
How many AI announcements can happen in a single day? Well, Tuesday may have set a record.
https://open.substack.com/pub/jasonpereira/p/google-floods-the-zone-while-anthropic?r=2qxtv&utm_campaign=post-expanded-share&utm_medium=web
15 days ago
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Lookout, out Gold, NVIDIA is coming for you next
open.substack.com/pub/jasonper...
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Lookout, out Gold, NVIDIA is coming for you next
And can you believe that Princeton didn't have Proctor's?
https://open.substack.com/pub/jasonpereira/p/lookout-out-gold-nvidia-is-coming?r=2qxtv&utm_campaign=post&utm_medium=email
22 days ago
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The agents may have claimed their first company casualty.
open.substack.com/pub/jasonper...
29 days ago
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WHAT...A...WEEK! This week in AI was bonkers. Here is just a taste - Claude rug pulls code on - Google is not messing around with over a dozen major annoucements - The open source models keep crushing the competition on benchmark scores
jasonpereira.substack.com/p/whataweek?...
hashtag#AI
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What...A...Week...
The torrent of news this week was...a lot...even in the world of AI
https://jasonpereira.substack.com/p/whataweek?r=2qxtv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true&triedRedirect=true
about 1 month ago
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Vanguard goes fullĀ OprahĀ and Perplexity and Open AI want all your financial data.
#AI
jasonpereira.substack.com/p...
about 2 months ago
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If you're not reading my AI for Financial Advisors newsletter yet, then you're missing out.Ā But don't take my word for it. Even Substack is calling it a rising star in technology. Subscribe today.Ā
#AI
jasonpereira.substack.com/p...
about 2 months ago
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Milla Jovovich making AI headlines was not on my bingo card for this year
#AI
open.substack.com/pub/jasonper...
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Milla Jovovich making AI headlines was not on my bingo card for this year
That and the next version of Claude literally broke out of its own cage!!!!!
https://open.substack.com/pub/jasonpereira/p/milla-jovovich-making-ai-headlines?utm_campaign=post&utm_medium=email
about 2 months ago
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While there was a lot of great insight on AI in this podcast with Ken Lotocki, James Cantwell and Mark Heynan, the best part was the behind the scenes Star Wars discussion about the Machete cut and Darth Jar-Jar
#AI
youtu.be/nT4hfJhyijM?si=0iq...
2 months ago
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This week's AI for Financial Advisors drops tomorrow morning, but in case you haven't seen last week's, here's a peek
#ai
2 months ago
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If you haven't seen this week's AI for Financial Advisors newsletter, here's what you're missing
#AI
open.substack.com/pub/jason...
2 months ago
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In case you weren't lucky enough to be at Future Proof Citywide in Miami to catch my vibe coding presentation, you can now find it here.Ā
youtu.be/GL8FreFQqFk?si=7Gn...
2 months ago
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This week in the world of AI wasn't anywhere near as funny as the the last episode of season 1 of Silicon but Im sure it was an awesome Weissman score. (yes it's a Silicon Valley joke)
#AI
2 months ago
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Still shopping for an AI note taker? My boys over at Focal have given me a special promotion code for one month free. Just use codeĀ FINTECHIMPACTPODCAST at checkout.
#ai
meetwithfocal.com/
2 months ago
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Still shopping for an AI note taker?Ā My boys over at Focal have given me a special promotional code for one month free. Just use the code FINTECHIMPACTPODCAST at checkoutĀ
#ai
2 months ago
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Batman just sold his AI, and Pikachu used this as free labour for years
#AI
open.substack.com/pub/jasonper...
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Batman just sold his AI, and Pikachu used this as free labor for years
I swear it just gets weirder every week.
https://open.substack.com/pub/jasonpereira/p/batman-just-sold-his-ai-and-pikachu?utm_campaign=post-expanded-share&utm_medium=post%20viewer
3 months ago
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Pretty sure I have been saying this for a while.
open.substack.com/pub/jasonper...
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So actual Robo Advisors may not be a thingā¦
And maybe my questions arenāt as great as I am being led to believe. š§
https://open.substack.com/pub/jasonpereira/p/so-actual-robo-advisors-may-not-be?r=2qxtv&utm_medium=ios
3 months ago
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All you need is AI...and sporting goods š§ Seriously, did Dick's Sporting Goods launch an LLM?
open.substack.com/pub/jasonper...
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All you need is AI...and sporting goods š§
The DoW vs Anthropic got wild this week and can someone tell me what they heck is going on with Dick's Sporting Goods.
https://open.substack.com/pub/jasonpereira/p/all-you-need-is-aiand-sporting-goods?utm_campaign=post-expanded-share&utm_medium=web
3 months ago
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In case you missed it, why Claude Co-Work caused a correction in IBM stock last week. Here's my take from last week's AI for Financial Advisors newsletter. The next one drops Friday morning, so don't miss it.Ā
#AI
open.substack.com/pub/jason...
3 months ago
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Just under a week until I deliver my vibe coding session at FutureProof Citywide in Miami. There's still time to sign up!
#AI
futureproofhq.com/citywide/...
3 months ago
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Pretty sure I saw this movie Apparently, the Pentagon has never watched The Terminator. Either that or it thinks Skynet is a good idea.
#AI
open.substack.com/pub/jasonper...
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Pretty sure I saw this movie
Apparently the pentagon has never watched The Terminator. Either that or it thinks Skynet is a good idea.
https://open.substack.com/pub/jasonpereira/p/pretty-sure-i-have-seen-this-movie?utm_campaign=post-expanded-share&utm_medium=web
3 months ago
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Special thaks to Marla Sofer for having me on the Knowing Me, Knowing You to talk about AI and the future of advice
podcasts.apple.com/us/podca...
3 months ago
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Haven't signed up for my new newsletter "This Week in AI for Financial Advisors" yet? Here is a peek of what you're missing
jasonpereira.substack.com/
#fintech
3 months ago
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Bruce Sellery was nice enough to have me on Moolala taking Canadian fintech and open banking. Check out the episode here
moolala.ca/ai-in-fintech-wh...
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AI in Fintech: Whatās Changing Behind the Scenes at Banks - Moolala
Artificial intelligence is reshaping financial services, and the biggest changes may be happening where you cannot see them. Bruce speaks with financial planner and fintech expert Jason Pereira about how AI can automate back-office work, improve self
https://moolala.ca/ai-in-fintech-whats-changing-behind-the-scenes-at-banks/
3 months ago
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open.substack.com/pub/jasonper...
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They have AI in things now
Apparently there is more to AI than chatbots and note takers
https://open.substack.com/pub/jasonpereira/p/they-have-ai-in-things-now?r=2qxtv&utm_medium=ios
4 months ago
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It's fine...maybe
open.substack.com/pub/jasonper...
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It's fine...maybe
The biggest L dished out this week didn't happen in the Superbowl, it was on the stock market.
https://open.substack.com/pub/jasonpereira/p/its-finemaybe?utm_campaign=post&utm_medium=email
4 months ago
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Week 1 of my new newsletter "This Week in AI for Financial Advisors" is officially live
open.substack.com/pub/jasonper...
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Because Someone Had To Do It
Finally a resource that will MAYBE help you keep up with everthing happening in the world of AI and how it impacts Financial Advisors.
https://open.substack.com/pub/jasonpereira/p/because-someone-had-to-do-it?utm_campaign=post-expanded-share&utm_medium=web
4 months ago
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āIām not going to defer CPP or OAS or use and RRSP becuase if I die before 70 I get nothing from the first two and will pay a lot of tax on the RRSPā Me: Yeah, your ghost is going to be so mad š¤¦āāļø
5 months ago
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A special thanks to Larry Sprung for having me on the Mitlin Money Mindset Podcast to talk AI, Fiduciary duty, and the industry in general
youtu.be/fd-9qW1oNb0?si=DLB...
5 months ago
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This is what happens when an entire generation grows up having never seen the Jesse takes caffeine pills episode of Saved by the Bell
www.thestar.com/news/gta/sal...
via @torontostar
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Kids are using these illegal caffeine packages. Why doctors say itās alarming
Illegal but easy to find, some pouches are marketed to youth and their popularity is driven by young peopleās videos on platforms such as TikTok.
https://www.thestar.com/news/gta/sale-of-caffeine-pouches/article_ec044885-1767-4504-b466-a4bd52c9bd6e.html?utm_medium=social&utm_source=twitter&utm_campaign=user-share
5 months ago
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If an advisor needs to change what they are telling their clients about fees because of increased disclosure, then that client needs to consider get a new advisor. This was always ethical table stakes.
www.investmentexecutive.com/uncategorize...
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How should advisors speak to clients about total cost reporting? | Investment Executive
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 ā advisors should explain the changes in advance
https://www.investmentexecutive.com/uncategorized/how-should-advisors-speak-to-clients-about-total-cost-reporting/
5 months ago
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Thanks to Ron Butler for having me on the Angry Mortgage to discuss the realities of real estate investing.
youtu.be/HrsLfIpj62E?...
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Real Estate LOSSES
YouTube video by Angry Mortgage Podcast
https://youtu.be/HrsLfIpj62E?si=HSTzDExsXyACyM5m
9 months ago
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A realtor on Twitter once told me I didnāt know what I was talking about because I hadnāt read Rich Dad Poor Dad? That will never stop being funnyā
9 months ago
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Alts providers talking about their Sharpe Ratios is basically no different than them describing the plot of a fairy tale.
10 months ago
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Jason breaks down salary vs dividends - uncover the tax surprises and retirement considerations you need to know. Donāt miss out on potentially big savings!
#BusinessTips
#FinancialPlanning
#TaxTips
#RetirementPlanning
youtu.be/XUbUtj4G9IE
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- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
https://youtu.be/XUbUtj4G9IE
11 months ago
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Never let the marketing department get hold of a valid strategy that applies to 5% of the populationā¦all they see is the other 95%
11 months ago
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Think dividends are always the better payout option? š¤ Think again! Explore the surprising tax implications & retirement impacts of dividends vs salary for business owners.
#BusinessTips
#FinancialPlanning
#TaxTips
#RetirementPlanning
youtu.be/XUbUtj4G9IE
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- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
https://youtu.be/XUbUtj4G9IE
11 months ago
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Dividends vs Salary in Canada: Avoid This Tax Mistake
youtu.be/XUbUtj4G9IE
#BusinessTips
#FinancialPlanning
#TaxPlanning
#BusinessOwner
#RetirementPlanning
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- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
https://youtu.be/XUbUtj4G9IE
11 months ago
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I might be addicted to vibe coding...
11 months ago
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And my analogy has made the headlines 𤣠"It's a really smart, lazy intern": Experts warn against relying on AI for investment decisions
t.co/7abA05YqYW
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https://ca.finance.yahoo.com/news/its-a-really-smart-lazy-intern-experts-warn-against-relying-on-ai-for-investment-decisions-170540679.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr
https://t.co/7abA05YqYW
11 months ago
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Bank advisor who liked a comment calling out banks in general for anti consumer behaviour told me he got a call from compliance to āunlikeā the comment.
12 months ago
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Selling to private equity: Return maximization vs company health
youtu.be/WhZiZTN9q80?si=gqr...
#financialplanning
#businessowners
about 1 year ago
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It's always a pleasure talking to Ben Felix and Cameron Passmore, and this time we recorded it for Rational Reminder I also now hold the honour of being the first RR guest to have multiple lightsabers visible in the background š¤£
www.youtube.com/watch?si=T_7...
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Jason Pereira: Expert Financial Planning | Rational Reminder 354
YouTube video by The Rational Reminder Podcast
https://www.youtube.com/watch?si=T_7o3SxQ169PIVn-&v=oAAM5ALubSU&feature=youtu.be
about 1 year ago
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Are you a Canadian business owner thinking about selling your company? Discover how to maximize your gains and avoid hidden tax surprises with expert tips on leveraging the Lifetime Capital Gains Exemption. Don't leave money on the table!
www.youtube.com/watch?v=hjLm...
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Is Your Share Structure Making Your Business Sale Taxable? - FPCBO 131
YouTube video by Jason Pereira
https://www.youtube.com/watch?v=hjLmFJAV-CU&feature=youtu.be
about 1 year ago
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The fact that so much "advisor education" is provided by product providers is a massive issue in our industry. The inherent conflict of interest this represents is the source of why so many false beliefs are held by advisors.
about 1 year ago
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Sees a document regarding compensation with a random number assigned to it that ended up with 1099. Me: That's funny Also me, as soon as I think that:
about 1 year ago
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Sigh. This is where we are at, Canadians. No law prevents us from hosting data on foreign servers, but the myth is so persistent that companies like Wealthbox have to spend time and money to port to Canadian servers, all becuase this myth won't die.
www.wealthbox.com/wealthbox-to...
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Wealthbox Expands to Canada with In-Country Data Hosting | Wealthbox CRM
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
https://www.wealthbox.com/wealthbox-to-expand-to-canada-with-canadian-based-data-hosting/?sfid=7013s0000002r5rAAA
about 1 year ago
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about 1 year ago
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Clients really need to pay more attention to their advisors LinkedIn arguments. It never ceases to amaze me how many charlatans put themselves on there regularly
about 1 year ago
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