Building the First Agentic Brokerage with Leif Abraham, Co-CEO of Public
In this episode, Public’s co‑CEO Leif Abraham explains how the firm is building the first truly agentic brokerage, where AI agents help users construct and manage multi‑asset portfolios, from fractional stocks to bonds, crypto and options. He discusses Public’s shift away from payment‑for‑order‑flow to prioritize transparency and trust, the innovative “generated assets” feature that lets investors prompt personalized ETFs, and the company’s focus on serving the wealth‑transfer‑driven top quartile of investors. Abraham also shares insights on the co‑CEO leadership model and how AI agents are beginning to perform work traditionally done by financial advisors.
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Privacy & Institutional Crypto's [Redacted] Future | The Breakdown
The panel discussed how institutional players are demanding robust privacy solutions on blockchain, exploring a spectrum of approaches—from token‑layer confidentiality on Solana, to native privacy baked into networks like Canton, to universal privacy primitives from Commonware, and fully encrypted computation...
Leap Forward
In this episode of Leap Forward, host David Orsenko chats with a founder and a pivotal early supporter—someone who believed in the founder before anyone else—to uncover the behind‑the‑scenes moments that shaped a successful startup. They recount how chance encounters,...
Crypto Tax Secrets From an IRS Agent Who Audited 14 Platforms
In this episode, Jana Scott, former IRS enrolled agent and founder of DeFi Tax, reveals that the crypto tax industry is built on fundamentally flawed methodologies, with her forensic audits of 14 major tax platforms and 53 crypto‑tax firms showing...
AI, Credit Scores and Consumer Trust, with JB Orecchia.
In this episode, host Josh Dattar chats with JB Orecchia, founder and CEO of Savvy Money, about how identifying inefficiencies in lending and insurance creates business opportunities, and how AI can reshape credit scoring and consumer trust. JB shares his...
Risk and Strategy in Sponsor Banking
In this episode, Hatch Bank President Amanda Swarverland discusses the evolution of sponsor banking, sharing her journey from risk officer at Sunrise Bank to fintech executive at Unit and back to banking leadership. She highlights the strategic choices banks must...
How Tokenized Assets Work in Crypto Markets? - Jesse Knutson | ATC #603
In this episode, host Stephen Sargent chats with Jesse Knutson, head of operations at Bitfinex Securities, about the evolution of tokenized assets and security token offerings (STOs) in the crypto market. Jesse draws on his background at Blockstream and investment...
The Fate of Agentic Commerce Hinges on an Elusive Resource: Trust
In this episode, Rima Katz and experts from FinScan and Javelin Strategy discuss how trust in payments is shifting from post‑transaction reassurance to real‑time verification, especially as agentic AI begins to act on behalf of consumers. They explore the technical...
Themelia – Custom Crypto Indexes
In this episode, Andy Pickering talks with Jessica Allurem and Kent Grogan, co‑founders of Thamelia, about their custom crypto indexing platform that aims to simplify crypto investing. They explain why traditional static indexes fall short in a market with millions...
Cihan Duezguen, CEO & Co-Founder of Green Banana | Episode 475
In this episode, Cihan Duezguen, CEO and Co‑Founder of Green Banana, explains how a neutral, agnostic payment orchestration layer can solve the complexities of BNPL across borders by offering a single API that connects multiple providers while remaining invisible to...
#275 How to Choose Between AI-Native Tools and Proven Finance Platforms, Gavin McGahey, CTO & Co-Founder, AccountsIQ
In this episode, Gavin McGahey, CTO and co‑founder of AccountsIQ, discusses the evolution of finance technology from early cloud accounting to today’s AI‑enhanced platforms. He explains how AccountsIQ is integrating tightly scoped, audit‑able AI agents to automate routine tasks like...
Weekly Roundup 03/13/26 (SEC vs CFTC Detente, Prediction Market Surveillance, Equitizing Tokens) (EP.708)
Matt Walsh and Nick Carter discuss a range of crypto‑related developments, from major funding rounds for stable‑coin and Bitcoin‑native projects to the SEC‑CFTC memorandum of understanding that promises coordinated oversight of digital assets. They analyze the implications of the CFTC’s...
Stop Mailing Checks: How Card-Based Payouts Are Reshaping Claims
In this episode of the InsurTech Leadership Podcast, Andrew Jurigan, head of insurance for North America at Plyant, explains how card‑as‑a‑service platforms are replacing traditional check, ACH, and wire payouts for insurance claims and benefits. He highlights the flexibility of...
Stormrake – Old School Brokerage for the Digital Asset Era
In this episode of Brave New Coin Crypto Conversation, COO Bisher of StormRake explains how the Melbourne‑based firm operates as a brokerage rather than an exchange, aggregating liquidity from about 20 venues to secure best‑price execution for clients with low...
The Future of Money in Canada: Stablecoins, Custody, and Crypto Rails with Didier Lavallée of Tetra Digital Group
In this episode, Matt Cohen talks with Didier Lavallée, founder and CEO of Tetra Digital Group, about the evolution of regulated digital asset custody in Canada and the launch of CADD, a fiat‑backed stablecoin. Lavallée explains how Tetra’s Canada‑based custodial...
The Signal: Embedded Finance - From Fragmented To Unified with Jaris Executives, Chris Aristides and Matt Thomas | Episode 474
In this episode, Greg Myers talks with Jaris co‑founder Chris Aristides and VP Matt Thomas about how payment processors and ISOs can move from a fragmented vendor stack to a unified embedded‑finance ecosystem. They explain Jaris’s “foundation‑first” approach—building a bank‑backed,...
Solayer – Hardware Accelerated Finance at the Speed of Metal
In this episode, Andy Pickering talks with Joshua Sum, Chief Product Officer at Solayer, about the company's hardware‑accelerated blockchain built on Solana that aims to achieve ultra‑high throughput for real‑time financial transactions. Joshua explains Solayer's approach of separating consensus onto...
Why Relationships Still Win in Mortgage Tech | Kortney Lane-Schafers on MMI, Data, AI & Growth
In this episode, host Michael interviews Kortney Lane‑Schafers of Mobility Market Intelligence (MMI) about how the company’s unified data platform empowers lenders, loan officers, and real‑estate partners to make strategic decisions, recruit talent, and retain borrowers. Kortney explains how actionable...
Tokenization: From Security Tool to Future-Ready Payments
In this episode, hosts Prima Katz, Kyle Cook (Principal Product Manager at Ixopay) and Don Apgar (Javelin Strategy) discuss how tokenization has evolved from a security fix to a strategic tool for payment performance, connectivity, and merchant autonomy. They explain...
The Signal: The Reality Behind Platform Fraud with Jess Kirkpatrick, Worldpay | Episode 473
In this episode of The Signal, Jess Kirkpatrick, Vice President of Risk and Fraud at Worldpay (now part of Global Payments), explains why fraud prevention can’t be a set‑and‑forget function for platforms. She highlights common misconceptions—such as relying solely on...
Despite Fintech Encroachment, Banks Can Remain the Go-To for SMBs
In this episode, host Rima Katz talks with Eleanor Bontrager of Byserve and Don Apgar of Javelin Strategy about the fragmented fintech tools small businesses currently use for payments, receivables, and cash‑flow management. They explain how SMBs juggle multiple apps,...
UTEXO – Native USDT Comes Home to Bitcoin
In this episode, Andy Pickering talks with Victor, co‑founder and CEO of Utexo, about the company’s Bitcoin‑native stablecoin settlement network that brings USDT onto the Lightning Network using RGB. Victor explains how Utexo enables instant, zero‑fee, private USDT payments while...
Why Real-Time Payments Still Leave Gaps for Consumers, with Keith Smith.
In this episode, host Josh Dattar talks with Keith Smith, founder and CEO of Payouts Network, about the evolving landscape of real‑time payments and the persistent gaps that affect consumers. Keith shares insights on how innovations have both solved and...
Friday Focus with Payments:Unpacked
In this unannounced Friday Focus live session, the host reviews the rapid decline of paper checks in the UK and globally, the Bank of England's plan to extend CHAPS settlement hours, and the Swedish central bank's advice to keep cash...
Special Episode: Rethinking the ERP Upgrade Path
In this special episode, Intuit’s Executive Vice President and General Manager of Mid‑Market, Ashley Still, challenges the traditional belief that fast‑growing companies must abandon QuickBooks for a heavyweight ERP. She introduces Intuit Enterprise Suite, an ERP that retains QuickBooks‑like usability...
How Ledge Reached $1M ARR with 24 Customers Paying $3K/Month | Tal Kirschenbaum
In this episode, Tal Kirschenbaum, co‑founder and CEO of Ledge, explains how his AI‑native financial close platform reached $1M ARR by serving roughly 24 mid‑market enterprise customers at an average of $3,000 per month. He details Ledge’s focus on automating...
Why Credit Union Transformation Is Stalling and How to Fix It
In this episode of the Experience Factor, Jim Roos talks with Jesus Garcia, Chief Experience Officer of Oceanair Federal Credit Union, about why many credit unions are lagging in digital transformation despite ranking it as a top priority. Garcia explains...
Why Financial Institutions Fear Vendor Lock-In - Natalya Thakur | ATC #601
In this episode, host Stephen Sargent talks with Natalya Thakur, CEO and founder of Nova, about how traditional financial institutions can adopt digital assets without overhauling their legacy systems. Thakur explains Nova’s patented "digital twin" technology that creates a unified...
03.02.26 Buy Now, Pay Later Aka Pay-In-4 / Ask Your Pharmacist
In this episode Clark Howard warns listeners about the dangers of Buy‑Now‑Pay‑Later (BNPL) schemes, especially the "pay‑in‑four" model that has spread from Australia to the U.S. He explains how the psychology of four easy installments can lead consumers to overspend,...
Rethink Networking in Fintech & Mortgage: Liz Short on RelationshipFirst Growth AI Change Management
In this episode, Liz Short discusses her book "Rethink Everything You Know About Networking" and shares practical tips for building genuine, relationship‑focused networks in fintech and mortgage. She explains how her firm, Short Solutions, helps executives overcome implementation gaps and...
When Fintech Meets Community Banking
In this February 2026 episode of This Month in Banking, host Tara Ween and co‑host Ben Crowley speak with Emmett Shipman, Wolf & Company’s fintech strategy and growth senior manager. Emmett traces his decade‑long fintech journey, explains the evolution of...
The New Rules of Ecommerce with Alex Dewison, Global Payments | Episode 469
In this episode, Alex Dewison, Director of Digital Solutions at Global Payments, explains how e‑commerce payments have shifted from basic checkout pages to seamless, invisible experiences driven by speed, security, and digital wallets. He outlines the hallmarks of a best‑in‑class...
Stablecoins Are Taking Over and Most Banks Are Already Behind
In this episode of FinTech Confidential, host Ted Huff chats with Nick Milanovic, founder of This Week in FinTech and creator of StableCon, about the rapid adoption of stablecoins by banks and the broader fintech ecosystem. They trace the evolution...
Prediction Markets Are Invading Everything
In this episode, Alex Heath talks with Substack CEO Chris Best about Substack’s new integration with prediction market platform Polymarket, which lets writers embed live market data in their posts. Best explains his personal fascination with prediction markets, citing how...
Ep 276- Prospero.ai CEO George Kailas
In this episode, host discusses value investing in the modern era with George Kailas, CEO and co‑founder of Prospero.ai, a platform that transforms complex financial analytics into actionable investment signals. Kailas explains how Prospero.ai leverages AI and data science to...
Open Banking, 1033, and the Agentic AI Catalyst - Steve Boms, Executive Director of FDATA
In this episode, Steve Boms, Executive Director of FDATA North America, outlines the current landscape of U.S. open banking, focusing on the pending amendments to the CFPB's Section 1033 rule and FDATA’s position that banks should not charge fees for...
What Retailers Actually Think About Agentic Commerce With Stripe's Maia Josebachvili | 5IM
In this five‑minute interview, Maya Jose Bakvili, Stripe’s CRO of AI, explains "agentic commerce"—AI‑assisted chat purchases and AI‑delegated buying—and how Stripe’s infrastructure supports retailers in this emerging space. She highlights four persistent retailer concerns: maintaining control as merchant of record,...
Raj Parekh (Monad Foundation) on Stablecoins and The Next Era of Fintech (EP.702)
In this episode, Raj Parekh, Head of Stablecoins and Payments at Monad Foundation, discusses how enterprises can integrate stablecoins into their operations, weighing the prospects of building private corporate blockchains versus using existing networks. He explores whether the market will...
Marketing Meets Product: Designing Banking that Customers Feel
In this episode of *Branching Out*, host Bill Dworsky talks with Erin Pryor of First Horizon and Deloitte’s Lauren Holohan about how modern banking is shifting from product‑centric to experience‑centric design. They discuss First Horizon’s “Big Bank Muscle, Small Bank Hustle” strategy, which leverages scale...
Stablecoin Trends and Predictions 2026 - Mouloukou Sanoh & Tara Annison | ATC #599
In this episode, Stephen Sargeant talks with Mouloukou Sanoh, CEO of Mansa, about how stablecoin infrastructure is reshaping global payments, enabling instant cross‑border settlement, and driving adoption in emerging markets, while addressing regulatory challenges and interoperability with fiat. The conversation...
Credit One Bank Serves Those Who Others Won’t
In this episode of Banking Transformed, host Jim Marous talks with Credit One Bank executives about the bank’s strategy of serving customers that traditional banks often overlook. They discuss how Credit One leverages data‑driven underwriting, flexible credit products, and a...
The Signal: The Real "Payment Meets Fraud" Journey with Brian Rust at Worldpay | Episode 467
In this episode, Brian Rust, SVP and Deputy CISO at Worldpay, explains how fraudsters now target SaaS platforms and ISVs by exploiting weak onboarding, transaction logic, and refund processes. He outlines the fraud kill‑chain—from synthetic business creation and card‑testing spikes...
What Liquid Death Can Teach Banks
In this episode of Banking Transformed, Jim Marous and a lineup of industry leaders explore how banks can learn from the bold branding and cultural disruption of Liquid Death. Guests discuss leveraging visionary partnerships, generative AI, and platform strategies to...
Sponsor Bank 101: Everything Fintechs Need to Know Before Signing a Contract
In this episode, Lindsay Borgeson, President of Partner Banking at Core Bank, explains how her community bank built the CoreX Banking‑as‑a‑Service platform from the ground up, emphasizing a compliance‑first mindset, early regulator engagement, and careful tech‑partner selection. She highlights the...
AD Derivs. Podcast (Ep. 76) - Simran Singh, Monaco
In this episode, Simran Singh, co‑founder and CEO of Monaco, explains how the platform creates a global trading network that programmatically shares revenue among developers, traders, and market makers. Drawing on her experience trading volatility products at Goldman Sachs and...
2026 Banking Trends Reveal a Dangerous Execution Gap
The episode dissects the widening execution gap in banking, highlighting how many institutions recognize digital and AI trends but struggle to implement them effectively. Experts discuss generative AI’s role in marketing, lending, and operational efficiency, while leaders from credit unions,...
Strongest ALTCOIN for 2026 (DONT MISS)
In this episode, the co‑founder of Canton Network explains how their platform is uniquely delivering real‑world asset (RWA) solutions, processing trillions of dollars in transaction volume for major financial institutions. He outlines the technical advantages of Canton’s blockchain, its regulatory...
5038: IT Chills Get 'Realty' Check; It’s Raining Cheques for Deeptech Startups; and Tech Firms Fight 3-Hour Takedown Rule |...
The episode examines three key tech sector developments: Razorpay’s preparation for a $700 million-plus IPO, including its engagement with top investment banks; a sharp sell‑off in IT stocks that is spilling over into the realty market; and a surge in deep‑tech...
Bootstrapping to $50M ARR in Vertical SaaS | Vantaca's HOA Software Playbook
In this episode, Ben Currin, CEO of Vantaca, explains how the company bootstrapped a vertical SaaS platform for HOA management from under $1M ARR to $50M ARR, first reaching $5–10M without external funding and then scaling tenfold after a minority...
Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...