Best Finance Openbanking Technology Podcasts (2025)

1
The Data Secrets Behind the $Multi-Trillion Rise of Asset-Based Finance 37:22

Play Pause

3h ago37:22

37:22

As banks retreated from 2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance, the ability to lend against real, cash-generating assets is growing fast and offers countless opportunities. The real unlock isn…

1
Finding Alpha in Distressed Debt | Dan Bird - EMEA Credit and Special Situations 37:39

9h ago37:39

37:39

I’ve been hoping to discuss special situations and distressed debt, one of the least hyped but most interesting areas of finance and credit for a while. Distressed debt investing requires a triple threat skillset: understanding legal frameworks, financial health, and industry landscapes. It offers unique diversification benefits, standing apart fro…

1
Live @ Fintech Americas, 2025 - Only Human 52:50

25d ago52:50

52:50

Recorded live at Fintech Americas in Miami, Florida, Eyal is joined by author and advisor Chris Colbert, former Managing Director at the Harvard Innovation Lab and Partner at Digital Fuel Capital. Technological innovation is often a double-edged sword; despite our best intentions, the progress we make often comes with unintended consequences. As op…

1
When Real Estate Results in Total Losses: the Weird Case of Yieldstreet (Willow Wealth) 40:07

1M ago40:07

40:07

In this solo episode, George Aliferis explores the complexities and risks associated with high-yield investment platforms, focusing on Yield Street, now rebranded as Willow Wealth. Through personal investigation and a detailed case study, he uncovers how Yieldstreet’s business model potentially leads to significant losses for investors, despite att…

1
Echoes of ETFs: The Coming Fixed Income Revolution 36:04

2M ago36:04

36:04

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot mor…

1
Live @ Fintech Americas, 2025 - Brazil Redux 54:54

3M ago54:54

54:54

Recorded live at Fintech Americas in Miami, Florida, Eyal is joined by Matheus Rauber, Senior Advisor and Head of the Open Finance division at the Central Bank of Brazil. Of all the countries that have begun their open banking journeys, few have been as successful as Brazil. Today, their open finance ecosystem supports broad consent-based data shar…

1
Agentic AI 2.0: from Efficiency to Alpha 50:08

4M ago50:08

50:08

Marco Aboav, CEO of Etna Research, delivers a contrarian take on the current state of AI and automation in financial services. The real challenge now is not technology, but change management, for operational efficiency. But not as a magic bullet for generating alpha. The real edge comes from domain expertise, data selection, and sophisticated model…

1
Diary of a Quant Hedge Fund - Dr Richard Saldanha 18:15

5M ago18:15

18:15

A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability,…

1
Taking the Drama out of Estate Planning to Deliver More Holistic Wealth Advice - Gene Farrell, President & CEO, Vanilla 42:12

5M ago42:12

42:12

I love referring to the HBO show Succession, it’s one of the greatest dramas, I would go as far as to compare it with my all-time favourite, “The Sopranos”. And… it truly is a masterclass in how NOT to handle estate planning. Family feuds, intense legal battles, and being reckless with your assets are great for drama, but you don’t want any of that…

1
Hyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix Technologies 26:52

5M ago26:52

26:52

My chat with Andrea Carnelli Dompe, the founder and CEO of Tamarix Technologies, about the intersection of private market investing and AI technology. We discuss the usefulness of AI agents in helping institutional investors, family offices, and ultra-high-net-worth individuals escape the operational chaos of private markets investing. It’s also a …

1
Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights 37:41

5M ago37:41

37:41

I spoke with Leyla Kunimoto, the writer behind the Accredited Investor Insights Substack, and I finally got what it takes to “democratize private assets”. One approach is to incentivize financial advisors to distribute evergreen funds and enroll them in a 'university' established by one of the dominant firms in the market. Alternatively, you can em…

1
Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence] 16:06

6M ago16:06

16:06

Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of …

1
A New Era of Wealth Management | Ross Milward - Quantifeed 38:25

6M ago38:25

38:25

I chat with Ross Milward from Quantifeed about moving beyond product sales towards a future where technology empowers investors. Today’s investors need more than a list of products—they need guidance. By integrating software solutions, the wealth management industry can align itself with the long-term goals of clients, build better portfolios and e…

1
Better Outcomes For Investors with Data Management Technology | Thomas McHugh - Finbourne 39:12

7M ago39:12

39:12

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduc…

1
Rethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income Partners 45:06

7M ago45:06

45:06

Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mecha…

1
Tech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart Pension 38:34

7M ago38:34

38:34

How technology enables new investment strategies, the role of trustees, the impact of ESG considerations, and the role of private markets in pension portfolios. A comprehensive conversation with James Lawrence of Smart Pension about the future of pensions and how smart technologies and innovative investment practices are shaping better outcomes for…

1
WTF is an Investologist? Channel Trailer 2:30

7M ago2:30

2:30

One of my previous guest (Alex Edmans) told me that this "Start with Why" (Simon Sinek) is b******t, so I didn't start with that... but I wanted to explain what I'm doing here. What's my purpose? What's unique about my approach? And what you will find on this channel?Subscribe to the newsletter: https://investorama.substack.com/Prefer audio only? h…

1
Helping Employers Deliver Better Retirement Outcomes | Eve Read - Smart (pension tech) 43:20

7M ago43:20

43:20

How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping…

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Live @ Money 20/20, 2024 - The U.S. Cores 42:23

7M ago42:23

42:23

In the final episode recorded live from Money 20/20 in Las Vegas, Nevada, Eyal sits down with leaders from the the three major U.S. core banking providers: Hashim Toussaint, General Manager of Digital & Open Banking at FIS; Chad Killingsworth, Head of Engineering at Jack Henry; and Sunil Sachdev, SVP, Head of Embedded Finance at Fiserv. Among them,…

1
[Reposted on 1 May 2025 as Vanguard turned 50] The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions - Eric Balchunas 46:24

7M ago46:24

46:24

We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle ha…

1
Live @ Money 20/20, 2024 - Mr. Open Banking & Friends 58:18

8M ago58:18

58:18

Recorded live at Money 20/20, 2024 in Las Vegas, Nevada, Eyal is joined by three leading voices from the open banking community whom he knows rather well: Michelle Beyo, CEO & Founder of Finavator; David Birch, Author, Advisor and Principal at 15Mb; and Don Cardinal, Senior Vice President at the Financial Data Exchange. Together, they examine how o…

1
Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha 41:22

8M ago41:22

41:22

Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of d…

1
Live @ Money 20/20, 2024 - The Aggregators 1:06:32

8M ago1:06:32

1:06:32

Recorded live at Money 20/20, 2024 in Las Vegas, Nevada, Eyal is joined by the open banking leads from three major US aggregators: John Pitts, Head of Policy at Plaid; Jane Barratt, Chief Advocacy Officer at MX; and Anil Mahalaha, Chief Evangelist at Akoya. Aggregators, sometimes called data access networks, provide third parties with connectivity …

1
The Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC) 39:48

8M ago39:48

39:48

Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity…

1
A Reality Check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser 30:13

9M ago30:13

30:13

A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha. "I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition." LINKS Richard on Linkedin: https://www.linkedin.com/in/oxquant-richard-s…

1
[REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022) 40:32

9M ago40:32

40:32

A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conference Pahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allia…

1
[Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply 10:27

9M ago10:27

10:27

Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and re…

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[Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI 8:39

9M ago8:39

8:39

We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: htt…

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[Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTM 8:05

9M ago8:05

8:05

Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms.…

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[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI 11:44

9M ago11:44

11:44

Darren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map re…

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Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research 53:39

9M ago53:39

53:39

An exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage. USEFUL LINKS Etna Research: https://www.etnaresearch.com/ Marco on Linkedin:…

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The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life 42:09

10M ago42:09

42:09

We explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for be…

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Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association 46:13

10M ago46:13

46:13

I will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia…

1
The End of ESG - with Alex Edmans (author of Grow The Pie & May Contain Lies) 8:10

11M ago8:10

8:10

Welcome to the podcast that’s now called Investology. This new name reflects the changes that I felet were needed for 2025 onwards. A new year that feels like a new era in the investment world based on the news this January probably not the era we want, but we can learn to adapt and thrive. Many investment podcasts, that talk about macro, micro or …

1
Investing in a Post Truth World - with Alex Edmans (Author of May Contain Lies) 14:28

11M ago14:28

14:28

How stories, statistics and studies exploit our biases as investors — and what we can do about it. Tune in for an enlightening discussion with Alex Edmans, on enhancing your critical thinking skills applied to investing. Alex's website: https://maycontainlies.com/ Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to …

1
The American Way 57:38

12M ago57:38

57:38

Does the United States have open banking? Well, that depends on how it’s defined. If that definition is less about regulation and more about the adoption of a common technical standard for the secure exchange of financial data, then the U.S. is considerably further along. Much of this progress is due to the Financial Data Exchange (FDX), a private …

1
The Data Sharing Economy 41:43

1y ago41:43

41:43

Open banking aims to revolutionize data sharing by giving individuals full control over their data - deciding who can access it, for what purpose, and for how long. Instead of personal data being locked in silos and exchanged without consent by an opaque and precious few, this shift empowers people to gain value from their data for themselves, usin…

1
Pension Reform Dreams & Investment Realities (recorded prior to the UK Chancellor Mansion House Speech announcing a UK pension overhaul) 9:19

1y ago9:19

9:19

We dive into the intricate world of pension funds, featuring an insightful discussion with Alishya Hartington Clark, a DC (Defined Contribution) specialist from the Pension and Lifetime Savings Association. The conversation, recorded on November 11th, precedes a major announcement by the new Chancellor regarding significant pension reforms. We expl…

1
Every company CAN become a fintech company | Lars Markull - Embedded Finance Review 32:29

1y ago32:29

32:29

In this rebirth of the FinTech Files podcast, George Aliferis speaks to Lars Markull about embedded finance, discussing its progression, challenges, and potential future developments. The conversation covers notable examples such as Shopify and Starbucks which show successful integration of financial services to enhance customer value. Lars touches…

1
Making Better Decisions 50:31

1y ago50:31

50:31

Underlying open banking is an important assumption: That if you give the consumer all the information about what data is held on them and all the control over how that data is shared, that they will be better off. That they will use that information and control to make better decisions, decisions that benefit them. But is that actually so? Behavior…

1
Fast Future Blur 39:46

1y ago39:46

39:46

We are living through a period of unprecedented technological change, an era that has been dubbed the Fourth Industrial Revolution. Building upon the previous three, this current transformative era is marked by the convergence of advanced technologies, such as robotics, AI, IoT and blockchain, that together are reshaping both industries and society…

1
Embedded Finance 40:53

1+ y ago40:53

40:53

Imagine a world where financial services are no longer separate, daunting entities but seamlessly integrated into the digital experiences you know and love. A world where buying a car, booking a trip, or even grabbing a coffee means having instant access to personalized financing options, secure payments, and innovative insurance solutions. This is…

1
All That Glitters 43:10

1+ y ago43:10

43:10

The open banking community has long believed the path to open data starts with open banking. The general idea is that the common standards used to share banking data will inevitably expand in scope, leading to open data standards which will eventually cover all sectors of the economy. Australia, unique among open banking regions, has been on that r…

1
The Strong Returns of Financial History - with Author Mark J. Higgins | Investing in US Financial History 42:18

1+ y ago42:18

42:18

George Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can …

1
Checks and Balances 46:25

1+ y ago46:25

46:25

To date, the United States has taken a staunchly market-driven approach to open banking, and has been doing so for decades. But all that is about to change: the U.S. has now begun their own journey towards regulated open banking, with the Consumer Financial Protection Bureau (CFPB) introducing a new regulation to solidify and protect Personal Finan…

1
The Greatest Example of Fund Marketing: Blackstone's BREIT | George Aliferis, CAIA 19:22

1+ y ago19:22

19:22

The Real Story Behind Blackstone's Real Estate Income Trust (BREIT) I (George) am doing a deep dive into the history and marketing of Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets. I'm revisiting a previous episode with Phil Bak …

1
Oh Canada 42:26

1+ y ago42:26

42:26

The growth of open banking is historically driven by environmental factors. In environments marked by wealth inequality, or a lack of trust in traditional finance, open banking flourishes as a promising alternative. Conversely, in stable environments, it often stagnates, viewed as a needless risk. Canada, known for its risk aversion, exemplifies th…

1
Private Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford University 41:44

1+ y ago41:44

41:44

Discover the untold truths of the private equity world in this eye-opening episode, featuring Ludovic Phalippou, a renowned professor of financial economics at Oxford University Saïd Business School. Unpack the complex realities of private equity, from misconceptions about past performance to the intricacies of fee structures. Ludovic, known as the…

1
The Quant Revolution: Jim Simons & Renaissance Technologies with the Author of "The Man Who Solved Wall Street" - Greg Zuckerman, WSJ 38:20

2y ago38:20

38:20

A conversation with Gregory Zuckerman, an award-winning writer for The Wall Street Journal and author of "The Man Who Solved Wall Street". We dive deep into the world of quant investing, exploring the journey of renowned mathematician, investor, and Founder of Renaissance Technologies, Jim Simons, together with his extraordinary team. Watch it on Y…

1
Private Equity: Debunking the Myths | Trym Riksen - Gabler 32:54

2y ago32:54

32:54

George Aliferis sits down with Trym Riksen, Head of Portfolio Management at Gabler, to debunk the myths surrounding private equity. They dive into the narrative that private equity offers high returns with low volatility and discuss the reality behind these claims. Trym provides insights into the limitations of private equity data, and the challeng…