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 custody and trading to lending and staking, AMINA is building financial infrastructure for the digital economy all under the watchful eye of glo...
Jun 26, 2025•32 min•Season 4Ep. 41
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 this next wave of automation is changing the game for private market firms. From raising funds to managing thousands of LPs, firms are turning to AI age...
Jun 20, 2025•17 min•Season 4Ep. 40
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 credit risk management. From real-time portfolio stress testing to the rise of agentic AI as your investment co-pilot, discover how to turn uncertaint...
Jun 13, 2025•35 min•Season 4Ep. 39
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 compliance to the future interplay of AI and blockchain, Laurent offers deep insights into the evolution of market infrastructure and what lies ahead. Tune...
Jun 05, 2025•31 min•Season 4Ep. 38
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 diversification and income generation, Flynn outlines the benefits and risks of tapping into private markets, alongside the education, technology, and product ...
May 29, 2025•30 min•Season 4Ep. 37
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 registration and managing calendar errors. These seemingly modest changes, he explains, can drive meaningful margin and set the stage for transformative growth....
May 22, 2025•30 min•Season 4Ep. 36
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 around autonomous decision-making.
May 15, 2025•21 min•Season 4Ep. 35
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 Capital Markets with Jim Jockle.
May 08, 2025•29 min•Season 4Ep. 34
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 driving market interest, and how evolving regulation and technology—including AI—are influencing adoption and use cases. This conversation offers a c...
May 01, 2025•23 min•Season 4Ep. 33
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 explore how blockchain-related predictions from our earlier seasons have played out. From unexpected turns to spot-on foresight, we examine where the hype...
Apr 24, 2025•17 min•Season 4Ep. 32
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 predictions from our first two seasons. What did we get right? What surprised us? Tune in as we reflect on AI's rapid rise and its real-world impact on the fi...
Apr 24, 2025•28 min•Season 4Ep. 31
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 unveils how Minerva uses technology and automation to revolutionize financial crime detection. This episode delves into the intersection of innovation, reg...
Dec 12, 2024•30 min•Season 3Ep. 30
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 goal-based engagement between advisors and clients. Explore the transformative power of AI and UX/UI advancements and how they affect the financial indus...
Dec 05, 2024•30 min•Season 3Ep. 29
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 into the future of AI for pattern recognition in images and video, and Fawaz shares the impact of hardware advances on AI's capabilities in finance. Tu...
Nov 21, 2024•27 min•Season 3Ep. 31
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, decision-making, and client service for financial advisors. Learn about Milemarker's innovative approach to real-time data analytics and how their solu...
Nov 14, 2024•29 min•Season 3Ep. 31
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 strategies. Alvaro explains how these technologies uncover patterns humans can miss and how they’re personalizing trading models to fit unique market views. He...
Nov 07, 2024•33 min•Season 3Ep. 30
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 impact of vertical AI applications.
Oct 30, 2024•24 min•Season 3Ep. 29
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 screeners to personalized trading coaches, explore the AI strategies that are currently redefining the trading landscape. There was so much information, we ha...
Oct 24, 2024•24 min•Season 3Ep. 28
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 operational efficiency. Kanishk also shares insights into the safeguards for AI-driven accuracy and what this could mean for the future of financial services. ...
Oct 17, 2024•18 min•Season 3Ep. 25
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 consumer demand for value-based investments. This episode dissects the potentially transformative impact of ESG investing across different asset classe...
Oct 10, 2024•33 min•Season 3Ep. 24
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 robust data foundation in building AI-driven systems and the intricate stages of pre-training and post-training large language models. Bin shares ...
Oct 03, 2024•40 min•Season 3Ep. 25
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 myths about its capabilities and limitations. The conversation also dives into the growing problem of AI washing, where companies overstate the capabiliti...
Sep 26, 2024•29 min•Season 3Ep. 24
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 generative AI. From the initial excitement to the industry's careful approach, Serge provides a thoughtful and unique view of the future of AI in finance. H...
Sep 20, 2024•33 min•Season 3Ep. 23
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 adoption of cloud solutions by banks and financial institutions, the benefits, including scalability, flexibility, and security, and how cloud-native...
Sep 12, 2024•24 min•Ep. 22
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 speaks with industry titans and tech pioneers about the trends changing the game.
Aug 22, 2024•2 min•Season 3Ep. 2
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, as he embarks on season three of this exciting series.
Aug 22, 2024•56 sec•Season 3Ep. 1
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 startup, Finpilot is doing. Described as ChatGPT for financial questions, Finpilot uses AI to pull information out of unstructured financial data. The ...
May 15, 2024•31 min•Season 2Ep. 21
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 mechanism. Verivend is trying to change and speed up this process. This episode unpacks Verivend and the integration of technologies like blockchain, arti...
May 09, 2024•21 min•Season 2Ep. 20
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 role of data in shaping investment strategies. Discover how these advancements are changing transactions and capital markets.
May 08, 2024•28 min•Season 2Ep. 19
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 revolutionize asset tokenization. Gain insights into blockchain's evolving landscape and how it may redefine financial systems as we know them.
May 01, 2024•24 min•Season 2Ep. 18
