PodcastThoughts on the MarketOctober 1, 2026
How AI and Tokenization Could Reshape Wealth Management
AI could expand advisor capacity 30-40% while tokenization grows real-world assets to $2.3 trillion by 2030.
- Tokenization forecast: Morgan Stanley's base case sees tokenized real-world assets growing from ~$40 billion today to $2.3 trillion by 2030, mostly in collateral/treasury use cases.
- AUM vs. revenue gap: Global AUM is forecast to grow 9% annually from $160 trillion to $247-250 trillion by 2030, but ~75% of that is market beta, leaving only ~2.5% organic growth.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
