The Hedgineer Podcast

Anthropic has been quietly redacting pieces of what Claude Code and Cowork report back through its telemetry logs. First the model's own reasoning disappeared from the traces. Then, briefly, so did users' prompts. No release notes, no explanation, just a feature flag that got flipped and eventually flipped back. Michael and Jhanvi use the incident to get into a bigger question: what does i...

Michael and Jhanvi break down what an agentic loop actually is, how it works under the hood, and what it looks like when investment teams put it to use. From earnings recap to idea generation, the conversation covers how loops shift analysts from reactive prompting to autonomous pipelines that accelerate idea velocity. We also cover what's new in AI: Claude's new Slack tag feature and the...

Overview The standard order book matches trades by price and time priority, one at a time. For a fund executing a basket or a pair trade, that means legging into positions sequentially, facing the exposure problem on every leg. In 2016, Kelly Littlepage began building OneChronos around a different premise: let traders express their full intent, and let a mathematical optimization engine find the b...

Sell-side research is the last data category that still resists clean AI integration. US brokers monetize through trade execution, not data sales, which means feeding analyst reports into an LLM removes the attribution that justifies the entire model. No attribution, no incentive to share. That standoff has left buy-side funds cobbling together workarounds for years. This week brought two competin...

The barrier to impressing institutional investors with artificial intelligence is high because portfolio managers and analysts already know their coverage universes deeply. Traditional chatbots that merely summarize 10-Ks or earnings transcripts often act as an enemy to true market comprehension, resulting in weak adoption across fundamental investment teams. In this episode of The Hedgineer Podca...

Anthropic and Google both had massive dev days recently. And they couldn't be more different. In this episode, Jhanvi and Michael break down what each announcement signals about the frontier model race and where it's headed. Anthropic is doubling down on enterprise agents, memory stores, and "dreaming," while Google is going wide with consumer AI, a multimodal Omni model, and Spa...

The transition from AI as a chatbot to AI as an autonomous agent requires more than just better models; it requires agents capable of regulating their own state and context at scale. In this episode of The Hedgineer Podcast , co-hosts Michael Watson and Jhanvi Virani sit down with Mitch Troyanovsky , co-founder of Basis , an agent platform specifically designed for the accounting industry. The con...

Anthropic just announced an enterprise services venture backed by Goldman, Hellman & Friedman, and Blackstone. OpenAI is raising $4B for something similar. So why are frontier model providers suddenly trying to become consultants? In Season 3 Episode 3 of The Hedgineer Podcast, Michael and Jhanvi break down what's driving the move: why handing a company a Claude license rarely translates i...

Neel Somani is a quant engineer turned content creator covering power markets, AI infrastructure, and crypto. In this episode of The Hedgineer Podcast, we dig into how the AI boom is reshaping energy markets, how rising compute costs are forcing companies to measure AI ROI, and whether open source models are changing the build vs. buy decision. About the Guest Neel Somani is a technologist and res...

SaaS companies are pivoting: less investment in the dashboard, more in the API. Salesforce's headless MCP suite, Ramp's CLI, Linear's AI connectors — the pattern is the same. Products are being rebuilt for agents, not humans. In this episode, Jhanvi and Michael dig into what's driving the shift and what it means for funds evaluating their stack. They also get into the architecture...

Season 2 Finale: Open-Sourcing the Investor Library with Daloopa CEO Thomas Li The Season 2 finale of The Hedgineer Podcast features the return of Thomas Li , Co-founder and CEO of Daloopa , for his third appearance on the show. This episode marks a significant milestone as we transition into a new chapter for the podcast. Special Announcement: Season 3 and New Format Before diving into the discus...

AI Orchestration: From Custom Skills to Autonomous Hedge Fund Operations Most asset managers treat AI as just a chatbot, failing to bridge the gap between an LLM's general reasoning and the specific, high-stakes workflows of their actual day-to-day. In this episode of The Hedgineer Podcast, Michael Watson sits down with Jhanvi Virani, COO of Hedgineer, to discuss the practical mechanics of deployi...

Data Liquidity and the Agentic Marketplace: Moving Beyond Bulk SaaS Contracts The traditional model of purchasing financial data is structurally misaligned with the requirements of modern AI development. While hedge funds have historically navigated opaque pricing and rigid, six-figure bulk contracts, the rise of Frontier Labs and agentic workflows demands a shift toward data liquidity and consump...

Welcome back to The Hedgineer Podcast, where host Michael Watson dives into the world of AI, data, and technology within asset management, hedge funds, and financial services. In this episode, Michael sits down with Jonathan Regenstein, who leads AI within Financial Services at Snowflake . This conversation explores the critical role of data and platform strategy in the successful enterprise deplo...

Welcome back to The Hedgineer Podcast. In this episode, host Michael Watson sits down with crowd-favorite returning guest, Lucas Rooney. Lucas pulls back the curtain on the "0 to 1" journey of building a new fund, from diligencing the initial idea and recruiting top-tier talent to making the critical "build vs. buy" decisions for a foundational technology stack. But how does launching a fund today...

Beyond the AI Hype with Jason Strimpel In this episode of The Hedgineer Podcast, host Michael Watson sits down with Jason Strimpel, founder of PyQuant News, long-time Pythonista, and AI enthusiast. They dive deep into the practical and philosophical implications of artificial intelligence in both asset management and daily life. They break down how the agentic loop works with the Anthropic Agent S...

Kuzu, Knowledge Graphs, and the AI Revolution with Prashanth Rao In this episode of the Hedgineer Podcast, host Michael Watson is joined by Prashanth Rao, AI Engineer at Kuzu, for a deep dive into the world of embedded graph databases and their pivotal role in the age of AI. Building on the previous week's discussion of the columnar database DuckDB, this conversation explores Kuzu, a parallel conc...

In this episode of The Hedgineer Podcast, host Michael Watson is joined by special guest Rusty Conover, the world's most prolific DuckDB extension builder, for a masterclass on building the next generation of real-time, large-scale data systems. Rusty, who has an extensive career in data engineering, including at multi-manager hedge funds, pulls back the curtain on what makes DuckDB so revolutiona...

From Viral Reddit Tool to Enterprise AI: The OpenBB Story | S2E2 Welcome back to Season 2 of The Hedgineer Podcast, where host Michael Watson talks data, AI, and technology in the hedge fund and asset management space. In this episode, Michael sits down with Didier Lopes, the founder of OpenBB, for a conversation that started five years ago during the meme stock boom. Michael reached out to Didier...

Welcome back to the Hedgineer Podcast! We're kicking off Season 2 with one of our favorite guests, Thomas Li, Co-founder and CEO of Daloopa (https://hubs.ly/Q03C7TSR0). In this episode, we delve into the significant advancements Daloopa has made, including its groundbreaking announcement with Anthropic FIS and its integration into OpenAI. Thomas shares how Daloopa's high-quality, error-free financ...

Special Announcement: Kicking Off Season 2! In this season 2 kickoff episode, host Michael Watson welcomes listeners back for the second season of The Hedgineer Podcast, the go-to source for discussions on AI, data, and technology within asset management, hedge fund, and prop trading space. Get ready for an exciting new season featuring a lineup of entrepreneurs and thought leaders. The season kic...

Welcome to Episode 16 of The Hedgineer Podcast! In this episode, host Michael Watson dives deep into the world of technology, data, and AI in the asset management, hedge fund, and proprietary trading space. Joining Michael is Christina Qi, the founder of Databento. Michael kicks off the episode by introducing Christina and discussing the disruptive impact of Databento on the real-time market data...

Data is maturing at an incredible rate. In turn, the value of data is increasing as new strategies and productization continues to evolve. In episode 15, Eagle Alpha CEO Niall Hurley, discusses the changes and developments in the alternative data space. Niall highlights emergence of corporates, often times b2b SASS companies, realizing new high margin revenue opportunities by monetizing their data...

At Hedgineer, we believe data has a voice and we are committed to helping you hear what its saying. In this episode, former Goldman Lead Engineer, now Hedgineer Managing Director Jhanvi Virani joins us to discuss how hedge funds can deliver alpha to their investors by leveraging the Hedgineer platform. Gone are the days of siloed data and non existent processes.  To thrive as a hedg...

Just about everything in the world of finance is data. It’s only a matter of time that the early adopters and educated users of AI will outrace their competitors to the top. In Episode 13 of the Hedgineer podcast, host Michael Watson interviews Rob Krzyzanowski, an expert in AI and machine learning with experience at notable firms like Avant, Spring Labs, and Citadel - and also a partner at Hedgin...