Waters Wavelength

This week’s guest is David Bholat, director for professional and financial services at Faculty. (0:00) – Shen talks about her recent trip to Vietnam (8:00) – David joins the podcast (10:30) – Pilot purgatory (15:30) – Focus on the integration quality (20:30) – Steps for successful production (25:00) – The right case may not be the sexiest (28:00) – What exactly are agents (35:00) – David’s hope fo...

It’s just Tony and Shen this week. They discuss Tony’s latest feature about vibe coding. https://www.waterstechnology.com/emerging-technologies/7953113/vibe-coding-is-burning-us-out

This week’s guest is Cat Turley, CEO and founder of ExeQution Analytics. She joins the podcast to discuss the gap between investment data and trading alpha. (0:00) – Shen has a cold (5:30) – Cat joins the podcast (9:00) – Challenges in getting context from data (14:30) – Techs vs. traders vs. quants (18:30) – Minimizing day-to-day friction (22:00) – Macro and micro (28:30) – Measuring ROI (34:00)...

Tony catches Shen up on all the stories WatersTechnology published while she was on vacation. Stories mentioned: https://www.waterstechnology.com/emerging-technologies/7953074/symphony-introduces-agentic-workflows-to-core-platform https://www.waterstechnology.com/emerging-technologies/7953080/factsets-vectorization-service-aims-to-improve-agent-accuracy https://www.waterstechnology.com/regulation/...

This week, Spencer Lee, head of products, Americas, and Julien Alexandre, global head of research at MarketAxess, join the podcast to discuss AI in fixed income trading. https://www.waterstechnology.com/market-access/technology/7950305/waters-wavelength-podcast-fixed-income-execution-innovation?ref=search https://www.marketaxess.com/explore/the-state-of-ai-survey-findings (0:00) – Tony recounts th...

This week, Wei-Shen and Tony talk about a new AI study. (0:00) – Tony rambles on about crazy Uber fares (6:00) – Then, they discuss a recent AI study done by PwC.

This week, Wei-Shen chats with Rebecca Natale, EMEA editor for WatersTechnology, about Reb’s recent trip to the Netherlands, and the latest on the Cusip legal drama. (0:00) – Reb is thrilled to be on this episode. She talks about her little adventure to Amsterdam in the Netherlands (9:30) – Then, they chat discuss the past four years of legal drama with Cusip Global Services, and the difference be...

This week, Anthony chats with Nyela Graham, senior reporter for WatersTechnology, who subs in for Wei-Shen to talk about the hot topics at FIA Boca. 0:00 – Tony and Nyela have a rant about Chatham House rules. 15:30 – Nyela recaps FIA Boca—everything from prediction markets to tokenization to 24/7 trading to exchange CEOs having a tiff. 36:30 – And of course, no podcast with Nyela and Tony would b...

This week, Brennan Carley, who has spent more than 40 years working in financial technology, joins to discuss the hidden risks and untapped potential of agentic AI in the capital markets. 0:00 – Tony and Wei-Shen discuss boxing, MMA, and why our dreams of becoming professional fighters were dashed. 10:15 – Brennan joins the podcast 13:15 – An examination of AI’s evolution in the capital markets 20...

This week’s guest is Andrew Morgan, president and chief revenue officer at TS Imagine. He talks with Wei-Shen about how fixed income trading behavior is changing. (0:00) – Tony’s side hustle (7:00) – Andrew joins the podcast and gives an overview of his background (13:00) – Changing fixed income trading behaviors (15:30) – Three main ingredients for electronic trading (24:30) – Data issues (31:30)...

On September 11, 2001, Katie McGarry Noack had just arrived at the World Trade Center’s Windows on the World. She was attending Waters’ first-ever conference. Of the thousands who lost their lives on that day, Katie was one, along with 70 other delegates who had arrived to catch the morning presentations or settle in before participating in panel discussions later in the day. Patrick McGarry is Ka...

A little late, but a very Happy New Year from your favorite podcast hosts! This week, Tony and Shen discuss topics they think capital markets firms will focus on this year—AI and agentic AI, quantum computing, and—you guessed it—market data.

This week’s guest is Jason Birmingham, CTO and head of global engineering at Broadridge (0:00) – Tony and Shen reminisce on an amazing snowman they built (7:00) – Jason joins the podcast and explains the “modern CTO mandate” (14:30) – The fundamentals matter (16:00) – A platform strategy (20:30) – Solving the ontology (26:00) – The blueprint (31:00) – Necessary skillsets

This week’s guest is Sophie Lagouanelle, vice president of product for financial crime compliance at LexisNexis Risk Solutions (0:00) – Tony and Shen talk about their Spotify 2025 Wrapped (5:00) – Sophie joins and reflects on the state of financial crime (14:00) – Volume and speed (17:30) – AI and ML’s role (25:30) – Changes within compliance teams (30:00) – Focus areas for regulators (40:30) – Sh...

This week’s guests are Michele Pitts, managing director and global product head of transaction management, and Marcello Topa, director for global market advocacy, policy, and strategy at Citi Investor Services 0:00 – Reb and Shen talk about the death of rom-com movies 9:30 – Michele and Marcello join the podcast 11:30 – Updates from UK and EU’s taskforces 15:30 – Applicability of lessons from US T...

The week of Thanksgiving in the US is one of the slowest news weeks of the year. So Anthony and Nyela Graham (who is subbing in for Wei-Shen) talk about the news media, instead.

This week’s guest is Jan Rohof, Asia-Pacific director of quantitative strategies and solutions at Northern Trust Asset Management https://www.waterstechnology.com/emerging-technologies/7952654/northern-trust-asset-management-enlists-network-theory-to-construct-alpha-signals?ref=header-search 0:00 – Tony and Shen delve into two documentaries he recently watched 11:00 – Jan joins and talks about how...

For the first 9 minutes, Tony rambles on about US elections…naturally. The good stuff starts at 9:30, when Mike McGovern, global head of technology engagement at Brown Brothers Harriman (BBH), joins the show. Over the course of 30 minutes, Mike and Tony talk about the importance of building an open architecture so as to better position the organization for “innovation enablement” (11:00); lessons...

Bob Myers runs Interop.io’s io. Intelligence unit. He joins the podcast (7:30) to explain what agentic AI really means (16:00); how the promise of agents could be good for interoperability between applications and systems (21:00); the hype versus reality of AI at financial institutions (25:00); an explainer of the Model Context Protocol and the need to avoid sins of the past (31:00); and what the...

Over the last few weeks, the CEOs of several major financial institutions, as well as regulators around the globe, have been talking about tokenization, stablecoins, and blockchain. Wei-Shen and Tony do their best to unpack why this is significant.

This week’s episode is one of those where Wei-Shen and Tony blather on about an array of things, including generative AI, cybersecurity, and Taylor Swift’s new album. Listen at your own risk.

This week, Bank of America’s Ashok Krishnan and Duncan McInnes join Tony to discuss the build, buy, borrow strategy and instilling the right culture within the bank. 0:00 – Shen and Tony talk about the Risk Live Asia 2025 conference in Singapore 7:30 – Ashok and Duncan join the podcast 11:30 – The build, buy, borrow strategy 14:00 – Building a rocket ship 19:00 – Instilling a culture that remains...

No guest this week, folks. Tony and Shen discuss recent books they’ve read about data and analytics, and…humanity.

This week’s guest is Val Wotton, global head of equity solutions at DTCC. He joins to discuss the necessary steps leading up to the T+1 transitions in the UK and EU. 0:00 – Reb and Shen talk about Reb’s time in upstate New York 6:00 – Val Wotton joins the podcast and discusses the metrics from US T+1 13:00 – Analyze the entire lifecycle and do your impact assessment! 18:30 – Considerations from As...

This week’s guest is Bill Murphy, managing partner at Cresting Wave 0:00 – Tony and Shen discuss System of a Down and Gorillaz 6:00 – Bill Murphy, Blackstone’s former CTO, joins to discuss that much-discussed MIT study on AI projects failing and factors executives should consider as the technology continues to evolves