Best Numerix Podcasts (2025)

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AI, Risk, and Regulation: How Institutions Are Responding 21:54

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6d ago21:54

21:54

Artificial intelligence is reshaping how financial institutions manage risk, compliance, and data and regulators are moving just as fast. As AI becomes embedded in core decision-making systems, firms are navigating new expectations around explainability, privacy, accountability, and trust. In this episode of Trading Tomorrow – Navigating Trends in …

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Exploring How AI May Change Identity Security in Finance 20:05

13d ago20:05

20:05

As AI systems become more autonomous, they are making real-time decisions, managing sensitive data, and interacting across increasingly complex identity environments. That shift raises new questions about access, control, and accountability. In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Raz …

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The Rise of Privacy Enhancing Technologies in Capital Markets 8:15

20d ago8:15

8:15

As financial institutions become more data-driven, one of their biggest challenges is finding ways to collaborate and innovate without exposing sensitive information. Privacy enhancing technologies, known as PETs, are emerging as a potential solution, enabling banks and market participants to analyze, share, and enrich data while maintaining strict…

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Putting AI Governance Into Practice in Financial Services 23:18

1M ago23:18

23:18

As AI spreads across trading, risk, compliance, and client interactions, financial institutions are grappling with how to bring governance and oversight in line with the pace of innovation. In this episode, David Trier, Vice President of Product at ModelOp, joins host Jim Jockle to discuss how firms are extending long-standing model risk frameworks…

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Deepfakes, Data, and the Battle for Financial Trust 21:51

1M ago21:51

21:51

The same tools fueling financial innovation are also being weaponized to exploit system vulnerabilities. From deepfakes to data breaches, regulators and institutions are racing to keep pace with a rapidly changing threat landscape. In this episode of Trading Tomorrow -- Navigating Trends in Capital Markets, Krik Gunning, CEO, Fourthline, and a lead…

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Tokenization Moves From Pilot to Market Reality 42:07

2M ago42:07

42:07

Tokenization is moving from concept to practice as regulation, infrastructure, and institutional readiness advance. In this episode, Alan Konevsky, Chief Executive Officer of tZERO and Manish Dutta, Co-Founder & CEO of Alphaledger discuss how real-world assets on chain are shifting issuance, trading, and investor access. The conversation covers the…

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Building Responsible Innovation in the Age of AI 25:24

2M ago25:24

25:24

As data and AI reshape financial services, the question isn’t just what can be built but also, how it can be built responsibly. In this episode, Melissa Koide, CEO of FinRegLab, joins host Jim Jockle to discuss how technology and regulation are evolving together. From credit inclusion and data privacy to explainable AI and model oversight, Melissa …

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Reruns and Revolutions in the Market Cycle 31:54

2M ago31:54

31:54

Markets in 2025 are testing investors’ ability to read a changing cycle. Between AI-driven innovation, shifting monetary policy, and new waves of economic nationalism, signals are mixed but momentum is building in unexpected areas. In this episode, David Russell, the Global Head of Market Strategy, TradeStation, joins host Jim Jockle to discuss how…

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AI Co-Pilots in Wealth Management 31:15

2M ago31:15

31:15

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-pilots in financial services. Atigolo outlines how AI co-pilots differ from general generative AI tools and describe…

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The Evolution of Embedded Finance 26:53

3M ago26:53

26:53

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 geographies. Guest Lars Markull, embedded finance consultant and founder of Embedded Finance Review, shares case…

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Open Banking and the Future of Financial Data in the UK 32:35

3M ago32:35

32:35

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, their Head of Strategy, about how Open Banking Limited has developed, its successes for consumers and SMEs, and the ba…

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Agentic AI Shaping the Future of Capital Markets 26:17

3M ago26:17

26:17

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, Head of AI Research at the University of Cambridge’s Centre for Alternative Finance, and Dr. Prateek Gupta, a postd…

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Smarter Retail Investing with AI UX and Fractional Themes 31:30

3M ago31:30

31:30

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 through noise, build better habits, and stay aligned to long-term goals. They dig into trust and transparency …

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Trust, Regulation, and the Rise of Crypto Banking 32:23

6M ago32:23

32:23

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 Jakovlev, Head of Product Innovation & Growth at AMINA, one of the world’s only fully regulated crypto-native banks. From…

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Reimagining Investor Engagement Through Agentic AI 16:58

6M ago16:58

16:58

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 in Capital Markets, host Jim Jockle chats with Chris Cummings, Chief Strategy Officer at InvestorFlow, about how thi…

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The Potential Future of Portfolio Management with Agentic AI 35:11

6M ago35:11

35:11

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 joined by Rajiv Bhat, CEO and Co-Founder of Martini.ai, to explore how AI-powered scenario modeling is transforming c…

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Blockchain Capital Markets Transformation with Laurent Benayoun 31:18

7M ago31:18

31:18

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 blockchain is driving real-world change in institutional finance. From settlement efficiency and regulatory compl…

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How Interval Funds Are Opening Private Markets to Everyone 30:19

7M ago30:19

30:19

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, private credit, and real asset strategies for everyday investors. From inflation protection to diversifi…

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The Rise of AI Agents in Capital Markets 30:26

7M ago30:26

30:26

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 shift, starting not with grand-scale disruption but with small, high-impact wins—like automating supplier registrati…

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The Rise of Agentic AI and How It Changes Everything 20:45

7M ago20:45

20:45

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 traditional models, why it’s revolutionizing industries, and how businesses can build trust and governance aro…

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The Power Behind AI: Off-Grid, Zero-Water Data Centers Are Here 28:34

8M ago28:34

28:34

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-water data centers be the solution? Find out during this episode of Trading Tomorrow – Navigating Trends in Ca…

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Exploring the Rise of Actively Managed Certificates (AMCs) 23:20

8M ago23:20

23:20

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 James Jockle speaks with Rico Blaser and Stefan Wagner of vestr A.G., to examine the structure of AMCs, what’s…

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The Blockchain Revolution in Finance 16:39

8M ago16:39

16:39

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. In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, we rewind the clock to explo…

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From ChatGPT to Market Manipulation: The AI Revolution in Capital Markets 28:27

8M ago28:27

28:27

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 episode of Trading Tomorrow - Navigating Trends in Capital Markets, we revisit key AI trends and bold predictio…

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Fighting Against Financial Crime with Jennifer Arnold 29:30

1y ago29:30

29:30

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 combating financial crime. Jennifer shares her journey from anti-money laundering expert to RegTech innovator and unveil…

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How Technology is Driving Client Engagement in Financial Planning 29:41

1y ago29:41

29:41

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 landscape. Patrick shares insights into Moneytree's platform, emphasizing personalization, trust, and goa…

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Unlocking AI's Power in Finance with Fawaz Chaudhry 27:21

1y ago27:21

27:21

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 tools are harnessed to interpret complex data, streamline coding, and improve reporting in finance. We delve i…

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The Digital Shift in Financial Advisory: Insights with Jud Mackrill 29:22

1y ago29:22

29:22

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 discusses the transition from traditional tools like Excel to AI-driven platforms, enhancing profitability, d…

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Navigating AI and Financial Markets with Alvaro Cartea 32:47

1y ago32:47

32:47

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 financial markets and delve into how deep learning and reinforcement learning are reshaping trading strategie…

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Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 2) 24:04

1y ago24:04

24:04

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 the future of AI in finance, success stories from educators using iVest+’s advanced tools, and the growing…

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Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 1) 23:30

1y ago23:30

23:30

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 toolkit to reshape trading for their users with smarter insights and streamlined decision-making. From advanced screener…

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Are Generative AI Agents a Game-Changer for Wealth Management? 17:48

1y ago17:48

17:48

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 processes like document analysis, cutting task times by as much as 90%, and pushing the boundaries of operation…

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Aligning Investments with Values: Jason Britton on ESG's Growing Significance 32:43

1y ago32:43

32:43

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 creating the SEE methodology, which prioritizes Stakeholders, Environment, and Ethos to address the growing c…

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The Impact of AI on Capital Markets with Bin Ren 39:49

1y ago39:49

39:49

Unlock the future of finance with Bin Ren, Founder & CEO of SigTech, as he reveals the transformative potential of AI in capital markets. Discover how AI is revolutionizing financial decision-making processes by enhancing productivity tools for professionals in investment management, trading, and risk management. Learn about the critical role of a …

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Debunking AI Myths: A Glimpse into Tech’s Future with Don Welch 28:50

1y ago28:50

28:50

Have you ever questioned whether AI is more hype than substance? In this episode of Trading Tomorrow, Don Welch, Vice President for Information Technology and Global University CIO at NYU, delivers a pragmatic take on artificial intelligence (AI). Known for his candid skepticism, Don traces AI's history from its early origins, debunking common myth…

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The Intersection of Hedge Funds and Cutting-Edge Tech with Serge Houles 32:51

1+ y ago32:51

32:51

In this episode of Trading Tomorrow, Serge Houles, the CEO of Tidan Capital, explores the evolving landscape of modern finance. Serge and host Jim Jockle of Numerix discuss the challenges and opportunities of rapid technological advancements in the financial sector. During this episode, the two also delve into the transformative potential of genera…

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Cloud Technology's Role in Modern Banking: An Insider's Perspective 23:38

1+ y ago23:38

23:38

If you’re curious about the benefits and challenges of cloud-native banking platforms, this is the podcast episode for you. Host Jim Jockle of Numerix is joined by Vishal Dalal, CEO for North America, Europe, and Asia at Pismo. Together, they explore the transformative power of cloud-native banking platforms. Vishal shares insights into the growing…

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Season Three Teaser Trailer (Version 1) 0:56

1+ y ago0:56

0:56

Welcome back to another exciting season of Trading Tomorrow—Navigating Trends in Capital Markets, the podcast by Numerix. In this episode, we deep-dive into the technologies reshaping the world of capital markets. Join host Jim Jockle, a veteran of the finance industry with a passion for the complexities of financial technologies and market trends,…

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Season Three Teaser Trailer (Version 2) 1:31

1+ y ago1:31

1:31

How important is cloud migration for banks? How will AI reshape finance jobs in the next five years? Is blockchain the finance industry's top priority? Find out on "Trading Tomorrow: Navigating Trends in Capital Markets" Numerix's podcast, which explores the intersection of finance, innovation and technology. Join Jim Jockle for season three as he …

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Navigating AI Adoption in Finance with Finpilot 31:11

1+ y ago31:11

31:11

AI technologies have sparked widespread curiosity and adoption across many industries, encouraging professionals to explore the practical applications of AI in their daily tasks. This is no different in the finance industry, where experts have been experimenting with the transformative potential of integrating AI into standard tasks. That is what s…

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Speeding up Capital Markets Through Quicker Capital Raising 21:07

1+ y ago21:07

21:07

Join host Jim Jockle on "Trading Tomorrow - Navigating Trends in Capital Markets" as he speaks with Rodney Reisdorf, the CEO and Co-Founder of Verivend, dubbed the "Venmo of private capital.” Raising capital is a critical and time-honored endeavor within the finance industry. It often means a complex web of paperwork, regardless of the funding mech…

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Navigating the New World of Private Credit Opportunities and Strategies 28:26

1+ y ago28:26

28:26

Join host Jim Jockle on "Trading Tomorrow - Navigating Trends in Capital Markets," as he dives into the transformative impact of technology on the finance sector with Prath Reddy, president at Percent. In this episode, they explore the burgeoning realm of private credit, how technology is redefining accessibility and efficiency, and the pivotal rol…

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Crypto and Capital: The Impact of Blockchain on the Financial Industry 24:00

1+ y ago24:00

24:00

Join host Jim Jockle for this episode of "Trading Tomorrow - Navigating Trends in Capital Markets," where he delves into how blockchain and capital markets with Igor Telyatnikov, CEO and co-founder of AlphaPoint. Together, they explore blockchain's potentially transformative impact on finance, its role in financial inclusion, and its potential to r…

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The Impact of Low-Code Technology on the Financial Industry 27:30

1+ y ago27:30

27:30

This episode of Trading Tomorrow - Navigating Trends in Capital Markets explores low-code's potentially transformative impact on the financial industry. Low-code has been presented as an innovative drag-and-drop coding method that seamlessly integrates with traditional programming languages like Python, dramatically accelerating application develop…

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Revolutionizing Finance: A Deep Dive into Fintech Innovations 21:32

1+ y ago21:32

21:32

In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle is joined by Alex Yavorsky of Jefferies to dissect the larger picture of how innovative technologies and forward-thinking companies are reshaping financial markets. From electronic trading's influence to the impact of digital transformation in traditional banking…

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Dr. Merav Ozair on if Blockchain could enable Responsible AI 27:07

1+ y ago27:07

27:07

All around the globe, AI is not just advancing; it's sprinting forward. As we stand on the edge of what could be the largest technological revolution of our time, we're facing some crucial questions. How do we navigate the development, deployment, and impact of AI while mitigating its associated risks, especially in a highly regulated industry like…

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Attracting, Retaining and Engaging the Gen Z Workforce 28:44

2y ago28:44

28:44

Generation Z has entered the chat and the workforce. During this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle of Numerix is joined by Bruce Martin, the CEO of Tax Systems, and Keryn Koch, the Chief HR Officer for Numerix, to discuss the newest addition to the workforce, Gen Z. As they traverse the generational…

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AI Regulation and the Finance Industry 21:33

2y ago21:33

21:33

As AI continues to reshape the financial industry, the call for robust, transparent regulation grows louder. How can we answer that call, emphasize AI’s compliance with existing laws, and understand the implications, all while continuing to promote quick innovation? In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Host Ji…

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Understanding the Quick Rise and Wide Impact of AI and MLs 29:05

2y ago29:05

29:05

ChatGPT took the world by storm, reportedly hitting one million users within five days of its launch. The technology is now estimated to have over 180 million monthly users. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, we look at the reasons behind the burst in popularity and what the future might hold for AI and MLs.…

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Track these Trends: 2024 Market Insights with Coalition Greenwich 24:36

2y ago24:36

24:36

Influenced by technological innovations, regulatory changes and evolving market dynamics, the 2024 global finance landscape continues to rapidly transform in front of our eyes So what are the trends you need to be tracking? Host Jim Jockle of Numerix is joined by Kevin McPartland, a renowned market structure and technology expert who’s currently th…