أفضل بودكاسات Capital Markets (2025)

1
Market Disruptors, GSE Shakeups, and Insights from the MBA Secondary Conference | Optimal Insights | May 27, 2025 37:04

5h ago37:04

37:04

In the May 23 episode of Optimal Insights, host Jim Glennon is joined by Alex Hebner, Vimi Vasudeva, and Kimberly Melton to discuss the latest developments in the mortgage industry, including market volatility, policy shifts, and key takeaways from the MBA Secondary Conference in New York City. Key Insights: Market Update & Economic Trends Interest…

1
The Rise of AI Agents in Capital Markets 30:26

5d 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…

1
Inside Enterprise Messaging: Bloomberg IB, Agents, Bots & Beyond (w/ Damian Sasso) 54:49

8d ago54:49

54:49

What is your chat strategy report: https://ipushpull.com/report/what-is-your-chat-strategy-download In this episode of Capital Markets FinTech Forum, Matthew Chung (CEO of ipushpull) sits down with Damian Sasso (Group Product Manager at PolyAI) to explore the past, present, and future of chat platforms in financial markets. With over two decades of…

1
AI Unpacked: Leveraging AI to Transform Mortgage Operations | Optimal Insights | May 19, 2025 40:31

8d ago40:31

40:31

In the May 19 episode of Optimal Insights, host Jim Glennon is joined by James Cahill, Kevin Foley, and Shawn Chandwani for a discussion on the current economic landscape and the transformative role of artificial intelligence (AI) in the mortgage industry. Key Insights: Market Update & Economic Trends Inflation Metrics: The Consumer Price Index (CP…

1
The Rise of Agentic AI and How It Changes Everything 20:45

12d 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…

1
Fed Announcements and Trade Deals: Seeking Clarity in Economic Uncertainty | May 12, 2025 23:54

15d ago23:54

23:54

In the May 12 episode of Optimal Insights, Optimal Blue experts Jim Glennon, Jeff McCarty, and James Cahill discuss recent economic developments, including the Federal Reserve's latest rate decisions, the impact of tariffs on the economy, and the surprising agreement with China on tariffs. They also cover market conditions, the state of the mortgag…

1
The Power Behind AI: Off-Grid, Zero-Water Data Centers Are Here 28:34

19d 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…

1
Recent Trends in Mortgage Servicing and Upcoming Fed Announcements | May 5, 2025 30:20

22d ago30:20

30:20

In the May 5 episode of Optimal Insights, Optimal Blue experts Jeff McCarty, Kevin Foley, and Alex Hebner discuss recent economic data, including non-farm payroll numbers, GDP figures, and the Federal Reserve's upcoming rate decisions. Later in the episode, Jeff and Vimi Vasudeva discuss the latest developments in the mortgage servicing rights (MSR…

1
Exploring the Rise of Actively Managed Certificates (AMCs) 23:20

26d 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…

1
Wells Fargo's Kevin Jackson on Tariffs, Stagflation, and the Future of Housing | April 28, 2025 44:34

29d ago44:34

44:34

In this week’s episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends. Special guest Kevin Jackson from Wells Fargo joins to provide an in-depth analysis of tariffs, their impact on inflation and stagflation, and the Fed's potential responses. Key Points: Market Trends: Jim Glennon and Alex Hebner a…

1
The Blockchain Revolution in Finance 16:39

1M 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…

1
From ChatGPT to Market Manipulation: The AI Revolution in Capital Markets 28:27

1M 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…

1
Navigating Economic Policy Conflicts: The Fed & the White House | April 21, 2025 24:30

1M ago24:30

24:30

In this week’s episode of Optimal Insights, Jeff McCarty, Kevin Foley, and Alex Hebner discuss the latest market trends, including the impact of tariffs and the dynamics between the Federal Reserve and the executive branch. They share their expert opinions and insight into how these factors are shaping the industry and the broader economic landscap…

1
Market Update & Mastering Mortgage Closing Costs With Lodestar CEO Jim Paolino | April 14, 2025 34:37

1M ago34:37

34:37

In this week's episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends and the impact of tariffs, providing crucial insights into how these factors are shaping the mortgage industry. Later, Jim Paolino, CEO of Lodestar, and Kevin Foley join Jim for a discussion about accurate fee management, highligh…

1
BONUS: Navigating Tariff Changes: Impact on the Mortgage Industry With Chris Maloney 32:07

2M ago32:07

32:07

In this bonus episode of Optimal Insights, Jim Glennon, Alex Hebner, and special guest Chris Maloney discuss the impact of recent tariff changes on the mortgage industry. Jim Glennon, vice president of hedging and trading and client services at Optimal Blue, hosts this bonus episode. He is joined by Chris Maloney, mortgage strategist, and Alex Hebn…

1
This Week's Market Turbulence: Key Insights | April 7, 2025 27:23

2M ago27:23

27:23

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss recent market turbulence, including significant movements in equity markets, bond rates, and energy prices. They explore the implications of new US tariffs and retaliatory measures from countries like China, discussing how these actions might affect global trad…

1
Transforming Mortgage Challenges into Opportunities with Dale Vermillion | March 31, 2025 49:20

2M ago49:20

49:20

Welcome to this week’s episode of Optimal Insights. In this episode, join Jim Glennon, Jeff McCarty, and Alex Hebner as they discuss the current market and the potential impacts of the implementation of tariffs on April 2 (referred to as Liberation Day by the current administration). The team also discusses the monumental $9.4 billion acquisition o…

1
Navigating Economic Uncertainty and Rising Delinquencies | March 24, 2025 31:12

2M ago31:12

31:12

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the latest economic trends and their impact on the mortgage industry. Host Jim Glennon, joined by experts Alex Hebner and Vimi Vasudeva, covers key topics such as the recent Fed meeting, the implications of rising delinquencies on government loans, and the effe…

1
How Tariff-Induced Volatility is Impacting Market Rates | March 17, 2025 30:41

2M ago30:41

30:41

Welcome to this week’s episode of Optimal Insights. In this episode, Jim Glennon, Alex Hebner, and Ben Larcombe discuss the current state of the market, focusing on volatility, the impact of tariffs, inflation trends, and consumer sentiment. They analyze how these factors influence economic projections and the Federal Reserve's potential actions. T…

1
Insights from Down Payment Resource CEO Rob Chrane | Current Market Volatility | March 10, 2025 42:50

3M ago42:50

42:50

Welcome to this week’s episode of Optimal Insights. In this episode, host Jim Glennon and cohosts discuss the past week's market volatility. They cover employment trends and rising consumer debt, providing a comprehensive overview of the current economic landscape. Later, they are joined by special guest Rob Chrane, CEO of Down Payment Resource, wh…

1
Market Movers: Unpacking Housing Economics | March 3, 2025 34:03

3M ago34:03

34:03

Welcome to this week’s episode of Optimal Insights! In this episode, our experts share the latest economic data and the key takeaways from the HousingWire Housing Economic Summit. We break down the current economic indicators, including a promising trend in mortgage rates, which are hovering around 6.6%, a level not seen since early this year. The …

1
Economic Landscape Unpacked: Q1 2025 Review (So Far) | Feb. 24, 2025 25:30

3M ago25:30

25:30

Welcome to this week’s episode of Optimal Insights. Jim Glennon, Jeff McCarty, and Alex Hebner kick things off by discussing the current mortgage rates, which have hovered around the mid to high sixes, making it challenging for any significant refinancing activity to take off. Both consumer and homebuilder sentiments have taken a hit, reflecting br…

1
BONUS: Driving Profitability & Innovation at No Additional Cost – Joe Tyrrell | Optimal Blue Summit 2025 26:46

3M ago26:46

26:46

At the first annual Optimal Blue Summit, Joe Tyrrell, CEO of Optimal Blue, reflects on past industry challenges, the importance of preparation, and the rapid advancements in technology. He shares insights on Optimal Blue's new core competencies, including flexibility, transparency, innovation, value, and control, all aimed at increasing profitabili…

1
Understanding Builder Forward Commitments in Today's Market | Feb. 18, 2025 28:58

3M ago28:58

28:58

Welcome to this week’s episode of Optimal Insights. Join Jim Glennon, Ben Larcombe, and Jeff Casella as they dive into the pressing issues facing today's market, with a special focus on how high inflation is impacting mortgage rates. Jim kicks off the episode by exploring how the current economic environment is shaping builder strategies, particula…

1
Essential Economic Insights | Sasha Hewlett Discusses the MBA's 2025 Focus | Feb. 10, 2025 35:20

4M ago35:20

35:20

Welcome to this week’s episode of Optimal Insights. In this episode, Jim Glennon and Alex Hebner discuss the current state of the market, focusing on the recent dip in mortgage rates and its implications for all of us. Special Guest: Sasha Hewlett, associate vice president of secondary & capital markets at the Mortgage Bankers Association, joins us…

1
BONUS: Optimal Blue Summit Recap: Product Launches, Key Insights, and More 35:01

4M ago35:01

35:01

Welcome to this bonus episode of Optimal Insights. Recorded on-site at the inaugural Optimal Blue Summit, Jim Glennon, Vimi Vasudeva, and Kevin Foley shared some insights from our general sessions and breakout sessions. The team also discussed the seven product announcements unveiled live at the first general session with Optimal Blue CEO Joe Tyrre…

1
From Tariffs to AI Tech: What’s Shaping the Market Today | Feb. 3, 2025 28:08

4M ago28:08

28:08

Welcome to this week's episode of Optimal Insights! In this episode, our experts discuss the current state of the economy, the impact of tariffs, and the latest advancements in artificial intelligence. Recent data indicates that interest rates remain resilient, and we continue to grapple with inflation—it's quite the rollercoaster ride. Join Jim Gl…

1
Harnessing Data and AI: Richard Quigley on the Future of Energy Commodities 21:30

4M ago21:30

21:30

In this episode of the ipushpull podcast, Andrew Capewell, Head of Product at ipushpull, speaks with Richard Quigley, CEO and founder of Ventriks, about his 25-year journey in the energy commodities data space. They explore the evolution of data management, the role of AI in transforming the industry, and the opportunities and challenges posed by e…

1
Impact of California Fires on the Industry & Optimal Blue Summit Preview | Jan. 27, 2025 28:24

4M ago28:24

28:24

Welcome to this week’s episode of Optimal Insights! Our experts discuss the current economic landscape, the impact of the California fires on mortgage servicing rights (MSRs), and give an exciting preview of the upcoming Optimal Blue Summit. Discussion Highlights: Economic Resilience and Challenges: Jim Glennon and Alex Hebner discuss the economy's…

1
Market Insights | New Market Instrument Launch: Mortgage Rate Futures | Jan. 21, 2025 31:41

4M ago31:41

31:41

Welcome to Optimal Insights. In this episode, Optimal Blue experts discuss the launch of the Mortgage Rate (OB30C) futures contract. This capital markets instrument represents a significant advancement in hedging strategies for lenders, providing a new tool that directly relates to the primary mortgage rate. Jim Glennon, Ben Larcombe, and Kevin Fol…

1
Navigating the Markets: Understanding Jobs, Inflation, and Interest Rates | Jan. 13, 2025 36:23

4M ago36:23

36:23

In this episode of Optimal Insights, Jim Glennon, Alex Hebner, and Ben Larcombe discuss the latest economic indicators impacting the mortgage industry. They explore the implications of last week's strong jobs report, rising mortgage rates, and key inflation metrics, providing insights on how these factors influence lending practices and the broader…

1
Economic Insights | CapitalW Collective: Empowering Women in Mortgage Finance | Jan 6, 2025 39:42

5M ago39:42

39:42

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss current economic landscape as we enter 2025, alongside conversation with Amy Creason and Pat Peters about the initiatives of Capital W Collective, an organization dedicated to promoting gender diversity in mortgage capital markets. Jim Glennon and Alex Hebner a…

1
Looking Ahead to 2025 & Year-End Market Wrap | Dec. 23, 2024 30:40

5M ago30:40

30:40

Welcome to this week’s episode of Optimal Insights. In this episode, our experts offer an analysis of the economic landscape as we approach the new year. Jim Glennon, Jeff McCarty, and Ben Larcombe discuss the Federal Reserve's recent announcements and their implications for interest rates, highlighting a potential pause in rate cuts moving into 20…

1
Reflections on 2024: Economic Trends and Industry Impact | Dec. 16, 2024 35:00

5M ago35:00

35:00

Welcome to this week’s episode of Optimal Insights. This week, our experts reflect on the pivotal events and trends of 2024, providing a comprehensive year-in-review that touches on both industry-specific developments and broader global occurrences. Notably, they discuss the persistent high interest rates and their implications for profitability in…

1
Fighting Against Financial Crime with Jennifer Arnold 29:30

6M 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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Tariff Tangle: Tracing the Impact on the U.S. Economy and Housing | Dec. 9, 2024 28:45

6M ago28:45

28:45

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the intricate relationship between tariffs, inflation, and the mortgage market. Jim Glennon leads a discussion with Jeff McCarty, Alex Hebner, and Kevin Foley, emphasizing how proposed tariffs could significantly impact inflation rates and, consequently, mortga…

1
How Technology is Driving Client Engagement in Financial Planning 29:41

6M 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…

1
Unpacking the 2025 FHFA Loan Limits | Dec. 2, 2024 30:00

6M ago30:00

30:00

Welcome to this week’s episode of Optimal Insights. In this episode, Optimal Blue experts discuss key economic data, recent cabinet appointments, and their potential impacts, while also highlighting the newly released loan limits for 2025. The episode emphasizes the implications of these loan limits, which have increased significantly, reflecting c…

1
The Current Landscape of Mortgage Servicing Rights and Recapture | Nov. 25, 2024 30:24

6M ago30:24

30:24

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the impact of recent economic data and holiday trading schedules on profitability. Ben Larcombe highlights a notable uptick in existing home sales, marking the first year-over-year increase since 2021, while also cautioning about potential slowdowns due to risi…

1
Unlocking AI's Power in Finance with Fawaz Chaudhry 27:21

6M 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…

1
Pioneering the ipushpull Web App Experience: Innovation, Flexibility, and Customer-Centric Design 25:49

6M ago25:49

25:49

In this episode of the ipushpull podcast, Andrew Capewell (Head of Product) is joined by David Jones (CTO) and Neil Wetherill (Head of Technical Sales) to discuss the development and impact of the new ipushpull web app. Key Talking Points: Customer-Centric Design: How client feedback shaped the app's configurability and streamlined workflows, enabl…

1
What are Mortgage Servicing Rights and Why Should Originators Care? | Nov. 18, 2024 31:31

6M ago31:31

31:31

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the current state of the mortgage market, highlighting the challenges and opportunities as interest rates hover above 6.8%. The discussion emphasizes the rise in cash-out refinancing due to significant home equity, even as overall volume struggles in the face o…

1
The Digital Shift in Financial Advisory: Insights with Jud Mackrill 29:22

6M 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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Demystifying Hedging Strategies in a Volatile Market | Nov. 11, 2024 27:45

7M ago27:45

27:45

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the intricacies of hedging within capital markets, emphasizing its critical role in protecting profit margins amidst fluctuating interest rates. Host Jim Glennon is joined by experts Jeff McCarty and Alex Hebner to explore the recent election outcomes and their…

1
Navigating AI and Financial Markets with Alvaro Cartea 32:47

7M 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…

1
Unlocking the Lock Desk: Policies, Production, & Capital Markets Connections | Nov. 4, 2024 25:30

7M ago25:30

25:30

Welcome to this week’s episode of Optimal Insights. In this episode, our experts share the current state of the capital markets, emphasizing the impact of recent economic indicators and the upcoming election on rate trends. Jim Glennon leads the discussion with insights from Jeff McCarty, who highlights the uncertain market landscape post-Fed rate …

1
Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 2) 24:04

7M 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…

1
Exploring Economic Data | Chris Maloney on Potential Election Impact | Oct. 28, 2024 28:53

7M ago28:53

28:53

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss recent housing supply data, highlight the significant impact of inflation, and explore how election outcomes could influence interest rates and government spending with special guest, Chris Maloney, mortgage strategist at Bank of Oklahoma. Key Takeaways: Curren…

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

7M 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…

1
Housing Policy and the Effects on Pricing | October 21, 2024 29:17

7M ago29:17

29:17

Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the critical intersection of housing policy and market dynamics as the election approaches. They explore how political platforms from both major candidates could influence housing supply and affordability, the current state of the housing market, including rece…

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Capital Markets بودكاست

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