Opinion
Waters Wavelength Ep. 329: LLMs and the dead internet theory
This week, Reb and Tony talk about the internet and the problems compounded by AI.
Waters Wavelength Ep. 328: FundGuard’s Lior Yogev
He joins the podcast to discuss legacy tech stacks at asset management firms.
Texting trials, or ‘The case of the costly Cubans’
The IMD Wrap: This week, featuring my colleagues as guest stars, I put myself in the shoes of a communications compliance officer at an asset manager, and look at what happens when messages go awry.
‘AI for everyone, everywhere, with everything’
Waters Wrap: Anthony looks at some interesting projects involving machine learning, generative AI, and agentic AI from the last year.
Waters Wavelength Ep. 327: Standard Chartered’s Mo Rahim
He joins the podcast to discuss data and AI governance and guardrails for AI.
Risk mitigation in round-the-clock trading
Tied closely with shortened settlement times, overnight trading poses operational and technical risks, writes Sergey Samushin, head of exchange solutions at Devexperts, in this guest column.
PE money tips the ‘scale’ for growing vendors
The IMD Wrap: For many businesses, being able to take the next step toward success involves the ability to scale. Max looks at two recent fundraising deals that speak volumes about where the industry is headed.
Waters Wavelength Ep. 326: Connectifi’s Nick Kolba
He joins the podcast to discuss the model context protocol, LLMs and agentic AI.
The industry is not ready for what’s around the corner
Waters Wrap: As cloud usage and AI capabilities continue to evolve (and costs go up), Anthony believes the fintech industry may face a similar predicament to the one facing journalism today.
T+1 for Europe: Crying wolf or real concerns?
Brown Brothers Harriman’s Adrian Whelan asks how prepared the investment industry is for the changes ahead, and if concerns about its implementation are justified.
Buy-side transformation requires data stabilization
The IMD Wrap: Insightful and actionable data tools require reliable and accurate underlying data. Max looks at some startling findings from recent reports that highlight the key data challenges that lie ahead.
The Model Context Protocol brings agents to life—along with risk
Waters Wrap: From chat to infrastructure modernization, Anthropic’s MCP offers a ‘bridge’ to agentic AI, but its early days may prove disillusioning.
Waters Wavelength Ep. 325: Octaura’s Brian Bejile
The CEO joins the podcast to talk about the vendor’s modernization efforts in credit and CLOs.
EU, US consolidated tape efforts pass important milestones
The IMD Wrap: Europe is setting up its first consolidated tapes of data, while the US is revamping its tapes into one. Both initiatives should bring greater transparency and efficiency to the capital markets.
Waters Wavelength Ep. 324: A philosophical conversation about AI
This week, Reb and Nyela discuss BNY’s digital workers, and what the use of AI in society signals for the future.
Cloud Wars: Are EU and APAC firms really pining for homegrown options?
Waters Wrap: In the wake of tariffs and regional instability, there’s chatter about non-US firms lessening their dependency on the major hyperscalers. Anthony is not buying it.
Doing a deal? Prioritize info security early
Engaging information security teams early in licensing deals can deliver better results and catch potential issues. Neglecting them can cause delays and disruption, writes Devexperts’ Heetesh Rawal in this op-ed.
Waters Wavelength Ep. 323: MarketAxess’s Chowdhury and Burke (plus some Cusip updates)
This week, Riad Chowdhury, head of Asia-Pacific, and Dan Burke, global head of emerging markets at MarketAxess, join to discuss block trading in fixed income. Plus Reb discusses her recent article about Cusip and updates on the class action lawsuit…
As datacenter cooling issues rise, FPGAs could help
IMD Wrap: As temperatures are spiking, so too is demand for capacity related to AI applications. Max says FPGAs could help to ease the burden being forced on datacenters.
LLMs are making alternative datasets ‘fuzzy’
Waters Wrap: While large language models and generative/agentic AI offer an endless amount of opportunity, they are also exposing unforeseen risks and challenges.
Waters Wavelength Ep. 322: Navigating air travel and cybersecurity
This week, Reb, Nyela, and Shen discuss concerns around air travel and notable cybersecurity incidents.