Trading Tomorrow - Navigating Trends in Capital Markets
Welcome to the fascinating world of 'Trading Tomorrow - Navigating Trends in Capital Markets,' where finance, cutting-edge technology, and foresight intersect. In each episode, we embark on a journey to unravel the latest trends propelling the finance industry into the future. Join us as we dissect how technological advancements and market trends unite, shaping the strategies that businesses, investors, and financial experts rely on.
From the inner workings of AI and ML to the transformative power of blockchain technology, our host, James Jockle of Numerix, will guide you through captivating conversations with visionaries who are not only observing the future but actively shaping it.
Episodes
55 episodes
AI Co-Pilots in Wealth Management
In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Elemi Atigolo, Co-founder and Managing Partner of Consult Venture Partners, also known as ConsultVP, about the emergence of AI co-p...
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Season 5
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31:15
The Evolution of Embedded Finance
This episode explores the growing role of embedded finance in capital markets and beyond. We discuss how companies are approaching payments, lending, insurance, and investments, and examine the factors driving adoption across sectors and geogra...
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Season 5
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26:53
Open Banking and the Future of Financial Data in the UK
Open Banking Limited set the UK’s open banking standards, driving innovation and competition across retail banking. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle speaks with Nick Davey, the...
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Season 5
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Episode 44
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32:35
Agentic AI Shaping the Future of Capital Markets
Agentic AI is moving from buzzword to experimentation in capital markets, but is it ready for large-scale adoption? In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Kieran Garvey, ...
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26:17
Smarter Retail Investing with AI UX and Fractional Themes
How do you reduce investor friction without dumbing down the experience? Podcast host, Jim Jockle, sits down with Eric Chu, CEO & Co-Founder, Tradesk Securities, to unpack how AI and behavioral UX can help time-pressed retail investors cut ...
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Season 5
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Episode 42
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31:30
Trust, Regulation, and the Rise of Crypto Banking
As crypto continues to evolve beyond speculation and into regulated finance, a new class of institutions is emerging. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Pavel Jakovl...
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Season 4
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Episode 41
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32:23
Reimagining Investor Engagement Through Agentic AI
Imagine an AI that doesn’t just respond, it thinks, acts, and drives results. That’s the promise of agentic AI, and it’s already shaking up the world of investor communications.In this episode of Trading Tomorrow - Navigating Trends ...
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Season 4
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Episode 40
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16:58
The Potential Future of Portfolio Management with Agentic AI
With volatility at levels high and risks evolving faster than some team's action plans, investment professionals may need a new approach. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is jo...
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Season 4
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Episode 39
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35:11
Blockchain Capital Markets Transformation with Laurent Benayoun
Is Blockchain steadily reshaping the world of capital markets? In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle and Emily Drooby sit down with Laurent Benayoun, CEO at Acheron Trading, to unpack how blockch...
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Season 4
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Episode 38
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31:18
How Interval Funds Are Opening Private Markets to Everyone
Private markets are no longer reserved for institutional giants. In this episode, Kimberly Ann Flynn, President of XA Investments, joins host Jim Jockle to explore how interval funds and fintech innovation are unlocking access to private equity...
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Season 4
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Episode 37
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30:19
The Rise of AI Agents in Capital Markets
In this thought-provoking episode, fintech innovator and AI evangelist Peter Swain joins host Jim Jockle to unpack the rise of agentic AI and its sweeping impact on capital markets.Swain shares a pragmatic roadmap for embracing this shif...
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Season 4
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Episode 36
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30:26
The Rise of Agentic AI and How It Changes Everything
What happens when AI stops asking for instructions and starts acting on its own? In this episode, we explore the rise of Agentic AI with expert Enver Cetin Listen as he and host, Jim Jockle, breaks down what makes Agentic AI different from trad...
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Season 4
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Episode 35
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20:45
The Power Behind AI: Off-Grid, Zero-Water Data Centers Are Here
As AI demands skyrocket, the true bottleneck may not be models or chips—but power. In this episode, Yuval Bachar, the founder and CEO of EdgeCloudLink, unveils the infrastructure crisis behind AI. But could hydrogen-powered, off-grid, zero-wate...
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Season 4
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Episode 34
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28:34
Exploring the Rise of Actively Managed Certificates (AMCs)
Actively Managed Certificates (AMCs) are becoming more visible in global markets, with applications that range from traditional securities to alternative assets like real estate, collectibles, and even digital tokens. In this episode, host Jame...
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Season 4
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Episode 33
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23:20
The Blockchain Revolution in Finance
Blockchain technology has evolved from a buzzword to becoming the backbone of financial infrastructure, with institutions putting serious resources into distributed ledger technologies to enhance efficiency, transparency, and ownership concepts...
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Season 4
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Episode 32
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16:39
From ChatGPT to Market Manipulation: The AI Revolution in Capital Markets
Artificial intelligence has evolved from a cutting-edge concept to a vital force in capital markets—reshaping strategies, streamlining decisions, and making prompt engineering a must-have skill for today’s financial professionals.In this...
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Season 4
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Episode 31
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28:27
Fighting Against Financial Crime with Jennifer Arnold
In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle sits down with Jennifer Arnold, co-founder and CEO of Minerva, to explore the future of compliance and the evolving role of technology in comba...
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Season 3
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Episode 30
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29:30
How Technology is Driving Client Engagement in Financial Planning
In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Patrick Spencer, Managing Director of Moneytree Software, to discuss how emerging technologies can and are reshaping the financial planning...
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Season 3
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Episode 29
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29:41
Unlocking AI's Power in Finance with Fawaz Chaudhry
In this episode of Trading Tomorrow, we explore the groundbreaking ways artificial intelligence is reshaping finance with insights from Fawaz Chaudhry, the Head of Equities for Fulcrum Asset Management. Fawaz provides a rare look at how AI tool...
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Season 3
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Episode 31
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27:21
The Digital Shift in Financial Advisory: Insights with Jud Mackrill
In this Trading Tomorrow – Navigating Trends in Capital Markets episode, Jud Mackrill, Co-Founder and Managing Partner at Milemarker, reveals how data integration and cloud solutions are revolutionizing the wealth management landscape. Judd dis...
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Season 3
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Episode 31
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29:22
Navigating AI and Financial Markets with Alvaro Cartea
In this episode, host Jim Jockle sits down with Alvaro Cartea, Director of the Oxford-Man Institute of Quantitative Finance and Professor of Mathematical Finance at Oxford University. Together, they explore the transformative power of AI in fin...
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Season 3
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Episode 30
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32:47
Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 2)
In Part 2 of Jim Jockle's conversation with Rance Masheck, CEO of iVest+, and Chris Mercer, the companies COO and Head of Business Development, we continue to discuss how AI is shaping trading strategies and enhancing decision-making. Discover ...
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Season 3
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Episode 29
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24:04
Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 1)
In this episode, Jim Jockle dives into the transformative role of AI in trading. Joining him is Rance Masheck, CEO of iVest+, and Chris Mercer, COO and Head of Business Development for iVest+. iVest+ uses an innovative AI-powered to...
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Season 3
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Episode 28
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23:30
Are Generative AI Agents a Game-Changer for Wealth Management?
Join host Jim Jockle in an enlightening episode as he sits down with Kanishk Parashar, co-founder and CEO of Powder, a pioneer in AI-powered solutions for wealth management. Together they delve into how Powder’s technology is streamlining proce...
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Season 3
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Episode 25
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17:48
Aligning Investments with Values: Jason Britton on ESG's Growing Significance
Join us in a captivating conversation with Jason Britton, Founder and CEO of Reflection Analytics as we explore the dynamic realm of ESG (Environmental, Social, and Governance) investing. Learn how Jason transitioned from equity research to cre...
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Season 3
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Episode 24
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32:43
