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Trading Tomorrow - Navigating Trends in Capital Markets
Trading Tomorrow - Navigating Trends in Capital Markets
Author: Numerix
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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.
63 Episodes
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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 Capital Markets, attorney Maryam Meseha, founding partner and co-chair of Privacy and Data Security at Pierson Ferdinand, explains how regulatory f...
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 Rotenberg, the Co-founder & CEO at Fabrix Security. Rotenberg discusses how identity protection must evolve in AI-driven financial system...
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 privacy and regulatory requirements. In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Ronen...
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 into the world of AI and agentic systems. Drawing on more than two decades in analytics and risk technology, he talks about where the industry rea...
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 leader in compliance innovation with a background spanning banking, entrepreneurship, and fraud prevention, joins Jim Jockle to discuss how AI is resha...
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 shares insights from years of research bridging public policy, innovation, and consumer protection.
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 today’s environment mirrors past inflection points, why AI and automation are widening their reach across sectors, and what indicators he’s watchi...
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 describes where they are being integrated into advisory workflows, including meeting intelligence, research, and client reporting. The conversation e...
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 studies, examples of both successes and failures, and considerations for infrastructure choices, leadership backing, and long-term sustainability....
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 barriers to scaling adoption. The discussion also covers the move toward open finance, the role of consumer trust, and what the future may hold as ne...
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 postdoctoral researcher at the Max Planck Institute for Human Development in Berlin. Together, they explore what sets agentic AI apart from generative A...
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 in AI-driven advice, notifications that matter, thematic trading paired with fractional shares, and the realities of building compliant, user-f...
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 g...
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 a...
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 uncertai...
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. T...
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 produ...
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 grow...
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.
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.



