The video discusses the issue of activist shareholders taking on companies over their ESG policies and the role of companies in relation to these issues. The speaker emphasizes the importance of standing by clients, being authentic, and doing the right thing on behalf of clients. They mention the challenges of dealing with proxy votes from both the far left and far right, and the need to find ways to minimize conflicts in corporate governance. The speaker also talks about potential innovations in the financial sector, such as tokenization of bonds and stocks, which could simplify processes and save costs. They express support for crypto, blockchain, and tokenization, and suggest that SEC approval of tokenization could have significant benefits for investors and companies. The video ends with a lighthearted discussion about the possibility of creating a “Squawk coin” or meme coin ETF.
