AI trading, risk management, financial automation, fintech innovation
Who this is for: Fintech founders, financial analysts, institutional investors, traders
113 articles.
The Future of Wealth Management is AI-Powered.— Wealth management has traditionally been a service reserved for the ultra-rich. But AI is changing that. I’m exploring how AI is democratizing access to sophisticated wealth management services, from automated portfolio construction to goals-based financial planning.
The Future of Financial Crime Fighting.— The fight against financial crime is a global effort, and AI is one of the most powerful weapons in our arsenal. I’m exploring the future of financial crime fighting, from the use of AI in international investigations to the potential for a global financial crime surveillance network.
The Future of AI in Banking: Predictions for 2027 and Beyond.— The banking industry is on the verge of its biggest disruption in a century, all thanks to AI. As someone who builds these systems, I’m sharing my predictions for 2027 and beyond. From hyper-personalization to autonomous finance, here’s what the future of banking looks like.
The Rise of the Quantamental Investor.— A new type of investor is emerging, one who combines the quantitative rigor of a computer with the fundamental insights of a human analyst. They’re called ‘quantamental’ investors, and they represent the future of active management. I’m exploring who they are and how they work.
How to Build a Credit Scoring Model Using Machine Learning.— Credit scoring is one of the most important and controversial applications of AI in finance. I’m sharing a step-by-step guide to how you can build your own credit scoring model using machine learning, and the ethical considerations you need to keep in mind.
The Real Reason Your Robo-Advisor is Underperforming (and How to Fix It).— Your robo-advisor is likely making one critical mistake that’s costing you thousands. I dug into the data of the top platforms and found a surprising pattern of underperformance. I’ll show you what it is, why it happens, and the simple change you can make to fix it.
I Built an AI to Trade Cryptocurrencies. It Was a Disaster.— I thought I could conquer the crypto markets with a custom-built AI trading bot. I was wrong. I’m sharing the story of my disastrous attempt to trade cryptocurrencies with AI, the lessons I learned, and why the crypto market is a different beast altogether.
How AI is Helping Underbanked Communities Get Access to Financial Services.— Billions of people around the world are still unbanked or underbanked. But AI is offering new hope. I’m exploring how AI is being used to create more inclusive financial systems, from alternative credit scoring models to low-cost mobile banking platforms.
I Built a Fintech AI App That Got Acquired for $50 Million. Here's How.— I was just a developer with an idea. Five years later, my fintech AI app was acquired for $50 million. I’m sharing the entire journey, from the initial concept to the final negotiation. This is a no-BS guide to building a company that VCs want to buy.
The Ultimate Guide to Algorithmic Trading Platforms in 2026.— Choosing the right algorithmic trading platform is half the battle. I’ve spent the last year testing and comparing the top platforms on the market. This is the ultimate guide for 2026, covering features, pricing, performance, and everything else you need to know to make the right choice.
The Cat-and-Mouse Game of AI-Powered Financial Fraud.— The fight against financial fraud has become a high-stakes, AI-powered cat-and-mouse game. As soon as a new defense is developed, criminals find a new way to attack. I’m taking you to the front lines of this battle to show you how it’s being fought and who’s winning.
How AI is Used to Assess Climate Change Risk in Finance.— Climate change is not just an environmental issue; it’s a financial one. I’m exploring how financial institutions are using AI to assess the risks that climate change poses to their portfolios and the broader economy. This is one of the most important and challenging applications of AI in finance today.
The Future of Fintech is Embedded. Here's What That Means for You.— The future of fintech isn’t in standalone apps; it’s in embedded experiences. I’m explaining what ‘embedded finance’ means and why it’s the next big wave in the industry. From booking a flight to ordering a pizza, your financial transactions are about to become invisible.
I Reverse-Engineered a Popular AI Trading Bot. You Won't Believe What I Found.— I got my hands on the code for a popular AI trading bot and decided to reverse-engineer it. What I found was a mix of brilliant engineering and some very questionable practices. I’m sharing my full analysis, including the good, the bad, and the ugly. You won’t believe what’s under the hood.
I Quit My Job to Day Trade with an AI Bot. Here's What Happened.— I did the thing that every aspiring trader dreams of: I quit my job to day trade with an AI bot. It was a wild ride of incredible highs and crushing lows. I’m sharing the full story of what happened, the lessons I learned, and whether I’d do it all again.
How AI is Helping Banks Fight Back Against Synthetic Identity Fraud.— Synthetic identity fraud is one of the fastest-growing financial crimes in the world. But AI is helping banks fight back. I’m exploring the innovative ways that AI is being used to distinguish between real and synthetic identities, and how it’s turning the tide against the fraudsters.
How AI is Used to Combat Money Laundering.— Money laundering is a massive global problem, but AI is making it harder for criminals to hide their illicit funds. I’m exploring the cutting-edge AI techniques that are being used to detect and disrupt money laundering networks, from transaction monitoring to entity resolution.
How to Use Natural Language Processing to Analyze Financial News.— The news moves markets, but the sheer volume of it is impossible for any human to process. That’s where Natural Language Processing (NLP) comes in. I’m sharing a guide to how you can use NLP to analyze financial news, gauge market sentiment, and find a trading edge.
How AI is Used to Predict Customer Churn in Banking.— I'm looking at how banks are using AI to tackle customer churn. It's a fascinating problem, and the solutions are getting more and more sophisticated. Here's what I've learned.
The AI-Powered Bank of the Future: What It Looks Like and How to Prepare.— Imagine a bank that knows what you need before you do, that offers you personalized advice in real-time, and that automates your entire financial life. That’s the promise of the AI-powered bank of the future. I’ll show you what it looks like and how to prepare for its arrival.
The Ultimate Guide to AI in Quantitative Finance.— Quantitative finance is being revolutionized by AI. This is the ultimate guide to how AI is being used in quant finance, from algorithmic trading and risk management to portfolio optimization and alpha generation. This is a must-read for any aspiring quant.
The Dark Side of High-Frequency Trading.— High-frequency trading is often portrayed as a villain, a force that destabilizes markets and preys on slower investors. But is that really the whole story? I’m taking a nuanced look at the dark side of HFT, separating the myths from the realities. The truth is more complicated than you think.
How to Spot a Fraudulent AI Trading Bot from a Mile Away.— The market is flooded with AI trading bots promising guaranteed returns. Most of them are scams. I’ve been analyzing these bots for years, and I’ve developed a simple checklist to help you spot a fraudulent one from a mile away. This will save you a lot of money and heartache.
How to Use Reinforcement Learning to Optimize a Trading Strategy.— Reinforcement learning is one of the most exciting frontiers in AI, and it has huge potential for trading. I’m sharing a guide to how you can use reinforcement learning to optimize a trading strategy, complete with code examples and backtest results. This is cutting-edge stuff.
Open Banking and AI: The Perfect Storm for Financial Innovation.— Open Banking and AI are two of the most powerful forces in finance today. When you combine them, you get a perfect storm of innovation. I’m exploring the incredible new products and services that are being built at the intersection of open banking and AI. The future is exciting.
How to Build a Profitable Algorithmic Trading Strategy (The Counterintuitive Guide).— Forget everything you’ve read about algorithmic trading. Most of it is noise designed to sell you courses. I’m giving you my counterintuitive framework for building a profitable trading strategy from the ground up, focusing on risk, psychology, and a simple edge you can actually execute.
The Truth About AI in Finance: What the Gurus Won't Tell You.— The hype around AI in finance is deafening, but the reality is far more nuanced. Gurus are selling a fantasy of push-button riches. As an insider who builds these systems, I’m here to tell you what’s real, what’s hype, and what you actually need to know to navigate the AI revolution in finance.
My Journey from Wall Street Trader to AI Trading Bot Developer.— I used to be a traditional trader on a Wall Street desk, surrounded by shouting and chaos. Now, I build and manage a fleet of AI trading bots from my laptop. I’m sharing my journey from the old world of finance to the new, and the lessons I’ve learned along the way.
The Behavioral Science Behind Robo-Advisor Adoption.— Why do people choose to trust a robot with their life savings? It’s a question that fascinates me. I’m diving into the behavioral science behind robo-advisor adoption, exploring the psychological triggers and cognitive biases that drive our decisions. The answers are surprising.
The Battle for the Millennial Wallet: Fintech vs. Incumbent Banks.— The battle for the millennial wallet is heating up, and it’s a classic David vs. Goliath story. I’m analyzing the strategies that fintech startups are using to win over the next generation of customers from the big incumbent banks. Who will win? The answer is not so simple.
5 Algorithmic Trading Strategies That Are Crushing the Market Right Now.— The market is constantly evolving, but a few core algorithmic trading strategies have stood the test of time. I’m breaking down 5 such strategies that are absolutely crushing the market right now, complete with examples and performance data. This is actionable alpha.
How AI is Used to Detect Credit Card Fraud in Real-Time.— Credit card fraud is a constant battle, but AI is giving banks a powerful new weapon. I’m exploring how AI is being used to detect credit card fraud in real-time, stopping criminals in their tracks before they can do any damage. This is a fascinating look at the front lines of cybersecurity.
The Hidden Fees and Biases of Robo-Advisors You Need to Know About.— Robo-advisors are masters of marketing, but what are they hiding in the fine print? I dug deep into the terms of service and fee structures of the top robo-advisors to uncover the hidden fees and biases that can eat away at your returns. This is what they don’t want you to know.
The Rise of AI-Powered Hedge Funds.— A new breed of hedge fund is emerging, one that is run almost entirely by AI. I’m exploring the rise of these AI-powered hedge funds, how they operate, and whether they represent the future of active investment management. The quants are taking over.
The Pros and Cons of DIY Robo-Advisors.— Why pay for a robo-advisor when you can build one yourself? I’m exploring the pros and cons of DIY robo-advisors, including the tools you need, the strategies you can implement, and the risks you need to be aware of. This is the ultimate guide for the hands-on investor.
How AI is Personalizing the Banking Experience (and Why It Matters).— For decades, banking has been a one-size-fits-all experience. AI is about to change that forever. I’m diving into how AI is enabling a new era of hyper-personalized banking, from custom-tailored products to proactive financial advice. This is the future of customer relationships in finance.
How AI is Used in Peer-to-Peer Lending.— Peer-to-peer (P2P) lending was one of the first fintech disruptions, but AI is taking it to the next level. I’m exploring how AI is being used to improve everything from credit assessment to fraud detection in the P2P lending space. This is the future of borrowing and lending.
The Future of Financial Auditing is AI-Powered.— Financial auditing is a critical but often tedious process. But AI is poised to revolutionize the industry. I’m exploring how AI is being used to automate audit procedures, detect fraud, and provide deeper insights into a company’s financial health. The future of auditing is here.
How AI is Making Financial Crime More Sophisticated (and How to Stop It).— Financial crime is a multi-trillion dollar industry, and it’s only getting bigger. But AI is providing new hope in the fight against it. I’m diving into the innovative ways that AI is being used to make financial crime more difficult, from anomaly detection to network analysis.
My AI Trading Bot Beat the S&P 500 for 3 Years Straight. Here's the Code.— For three years, my custom-built AI trading bot has consistently beaten the S&P 500. Today, I’m open-sourcing the entire project. I’m sharing the code, the backtest results, and the exact strategy I used. This is your chance to look under the hood of a profitable trading bot.
How to Pitch Your Fintech AI Idea to Venture Capitalists.— I’ve heard thousands of pitches for fintech AI startups. Most of them are terrible. As a VC, I’m sharing my insider’s guide to pitching your fintech AI idea. I’ll tell you what investors want to see, the questions you need to answer, and how to craft a story that gets you funded.
The Future of Financial Data Science.— Data is the new oil, and financial data science is the new frontier of finance. I’m exploring what a career in financial data science looks like, the skills you need to succeed, and the incredible opportunities that are available in this rapidly growing field.
The AI Fraud Detection Arms Race: Are We Winning or Losing?— Financial criminals are using AI to launch more sophisticated attacks than ever before. At the same time, banks are using AI to fight back. I’m taking you inside the AI fraud detection arms race to see who’s winning and what the future of financial crime looks like.
How I See Technology Simplifying the Mortgage Process— Mortgages have long been bogged down by endless forms and delays. From my experience, I’m excited about the tools that are speeding up approvals and making the process smoother for everyone involved.
My Take: I Lost $100,000 with an AI Trading Bot. Here Are My 7 Biggest Mistakes.— Here's my take on the YouTube ads make it look so easy. It’s not. I blew through $100,000 of my savings following the advice of AI trading ‘gurus.’ I’m sharing my 7 most painful and expensive mistakes so you don’t have to make them. This is my trading confessional.
My Take: I Interviewed 50 AI Risk Managers. They All Said the Same Thing.— Here's my take on for my latest project, I had the chance to interview 50 of the top AI risk managers from hedge funds and investment banks. I expected a wide range of answers, but they all kept coming back to the same core principles. I’m sharing their collective wisdom in this exclusive report.
My Take: 10 Things I Learned Building a Fintech AI Startup from Scratch.— Here's my take on from a garage with a whiteboard to a multi-million dollar exit, building a fintech AI startup was the hardest thing I’ve ever done. I’m sharing the 10 biggest lessons I learned about product, fundraising, and survival in the brutal world of financial technology. This is the stuff I wish someone had told me.
My Take: Robo-Advisors vs. Human Financial Advisors: The Ultimate Showdown.— It’s the ultimate question for modern investors: Should you trust a robot or a human with your money? I’m staging the ultimate showdown, comparing the performance, fees, and services of robo-advisors and traditional human financial advisors. The results will surprise you.
How I Build a Killer Fintech AI Product That Solves a Real Problem.— Here's my take on everyone has a fintech app idea. Very few of them are any good. As a VC who invests in this space, I’m sharing my framework for what makes a killer fintech AI product. If you want to build something that solves a real problem and gets funded, you need to read this.
The Future of Payments is Biometric and AI-Powered.— The way we pay for things is about to change forever. I’m exploring how biometrics and AI are converging to create a new era of seamless, secure, and personalized payments. From facial recognition to voice authentication, the future of payments is here.
The Role of AI in a Cashless Society.— As we move closer to a cashless society, the role of AI in our financial lives will only grow. I’m exploring the implications of this shift, from the death of privacy to the rise of new forms of digital currency. This is a glimpse into the future of money.
The Ethical Dilemmas of AI in Banking That Nobody is Talking About.— AI is making incredibly powerful decisions in the banking world, from who gets a loan to who gets flagged for fraud. But are these decisions fair? I’m diving into the ethical dilemmas of AI in banking that nobody seems to want to talk about. This is a conversation we need to have.
The Ethics of Using AI to Make Trading Decisions.— As AI becomes more autonomous, who is responsible when a trading bot loses millions of dollars? I’m diving into the complex ethical and legal questions surrounding the use of AI in trading. From accountability to transparency, these are the issues we need to address.
I Used AI to Analyze the Fed's Monetary Policy. Here's What It Predicts.— The Federal Reserve’s monetary policy decisions have a huge impact on the market. I decided to use AI to analyze the Fed’s statements and press conferences to see if I could predict their next move. The results are intriguing. Here’s what the AI is forecasting.
I Tried 10 Different AI Trading Bots. Here's What I Found.— I put 10 of the most popular AI trading bots to the test with my own money. The results were… interesting. I’m sharing my unfiltered review of each bot, including my profits and losses, to help you decide which, if any, are right for you. This is the ultimate bot showdown.
The Pros and Cons of High-Frequency Trading with AI.— High-frequency trading (HFT) is the most extreme form of algorithmic trading, where trades are executed in microseconds. It’s a world of incredible speed, complexity, and controversy. I’m breaking down the pros and cons of HFT and its impact on the market.
Why Traditional Banking is Dead (and AI is Holding the Smoking Gun).— The traditional bank is a dinosaur, and the AI-powered asteroid is already in the sky. I’m laying out the case for why the old model of banking is doomed and how AI-driven fintech companies are poised to take over the entire financial ecosystem. The revolution is here.
Nobody Talks About the Dark Side of AI Fraud Detection. I Will.— Everyone praises AI for stopping fraud, but nobody talks about the cost. I’ve seen AI models ruin innocent lives and create new loopholes for criminals. It’s time to have an honest conversation about the dark side of AI-powered security and what we can do to mitigate the damage.
Financial Advice in the Age of AI.— With robo-advisors and AI-powered financial coaches, what is the human financial advisor? I’m exploring how the role of the financial advisor is evolving in the age of AI and how the best advisors are using technology to their advantage.
The AI Banking Stack: A Founder's Guide to Building a Neobank.— So you want to build a neobank? It’s a monumental task, but it’s not impossible. I’m sharing my founder’s guide to the AI banking stack, covering everything from core banking platforms to KYC/AML compliance tools. This is the blueprint for building a bank from scratch.
I Used AI to Find Undervalued Stocks. Here Are My Top 5 Picks.— Finding undervalued stocks is the holy grail of investing. I decided to use AI to see if I could find some hidden gems in the market. I’m sharing my methodology and my top 5 stock picks based on what the AI found. As always, do your own research!
Financial Data Analysis at Scale.— Data analysis in finance is hitting a wall. I’ll show you how AI is breaking through it, allowing us to process and understand financial data at an unprecedented scale. This is financial intelligence.
My Unpopular Opinion on Robo-Advisors and Long-Term Wealth.— Robo-advisors are marketed as the simple, set-it-and-forget-it solution to long-term wealth. But the truth is far more complicated. I’m taking a counterintuitive look at how these platforms actually work and why they might not be the best choice for your financial future.
The Human Cost of AI in Banking: Will Your Job Be Replaced?— The robots are coming for Wall Street. But what does that actually mean for the millions of people who work in banking? I’m taking a realistic look at the impact of AI on banking jobs and offering some practical advice for how to future-proof your career.
The Future of Financial Regulation in the Age of AI.— As AI becomes more powerful and autonomous, how will financial regulators keep up? I’m exploring the future of financial regulation in the age of AI, from the challenges of regulating black-box algorithms to the potential for AI-powered supervision. This is a critical conversation for the future of finance.
The Future of Central Banking in the Age of AI.— Central banks like the Federal Reserve have a huge impact on the economy, but their decision-making process is often opaque. I’m exploring the future of central banking in the age of AI, from using machine learning to forecast inflation to the potential for an AI-powered monetary policy.
The AI-Powered Branch: How Banks are Using AI to Transform the In-Person Experience.— The bank branch isn’t dead, but it is being reborn. I’m looking at how banks are using AI to transform the in-person experience, from smart ATMs that can do almost anything to holographic bank tellers that can provide expert advice. The branch of the future is here.
7 AI-Powered Fraud Detection Techniques That Actually Work.— Fraudsters are getting smarter, but so is the AI designed to stop them. I’m breaking down 7 cutting-edge AI-powered fraud detection techniques that are actually working in the real world. From behavioral biometrics to network analysis, this is the future of financial security.
I Built an AI That Can Predict Market Crashes. Here's the Backtest.— I built a sophisticated AI model to try and predict market crashes. The results were both terrifying and fascinating. I’m sharing the backtest results, the methodology I used, and the ethical questions that this kind of technology raises. Can we, and should we, predict the next financial crisis?
Fintech AI is Tearing Banks Apart— I'm seeing a feeding frenzy in finance. Small, smart fintech startups are using AI to pick off the most profitable parts of big banks. I'm breaking down how they're doing it, one service at a time. This is what's actually happening on Wall Street.
The Rise of the Citizen Fintech Developer: How to Build Your Own AI Tools.— You don’t need to work for a big bank to build powerful financial tools anymore. Thanks to the rise of APIs and open-source AI libraries, anyone can be a citizen fintech developer. I’ll show you how to get started, the tools you need, and some cool projects you can build today.
The Dangers of Overfitting in Algorithmic Trading Models.— Overfitting is the silent killer of algorithmic trading strategies. It’s when your model looks great in backtesting but fails miserably in live trading. I’m explaining what overfitting is, why it happens, and how to build models that are robust enough to handle the real world.
How AI is Automating Compliance in the Financial Industry.— Compliance is a huge burden for financial institutions, but AI is helping to automate the process. I’m looking at how AI is being used to streamline everything from KYC/AML checks to regulatory reporting, saving banks time and money while reducing risk.
The Top 5 AI-Powered Fintech Tools You're Not Using (But Should Be).— The fintech AI landscape is exploding with powerful new tools, but most people are still stuck using outdated platforms. I’ve tested dozens of them, and I’m revealing my top 5 picks that can save you time, make you more money, and give you an unfair advantage. You’re welcome.
Why I Believe AI-Powered Financial Coaches Are the Next Big Thing— I wanted to share my perspective on this. Forget robo-advisors; the next big thing in fintech is the AI-powered financial coach. I’m exploring the rise of these hyper-personalized services that can help you with everything from budgeting and saving to investing and retirement planning. This is the future of financial wellness.
A 10-Minute Guide to Getting Started with Algorithmic Trading— I wanted to share my perspective on this. Think algorithmic trading is only for math PhDs and hedge fund quants? Wrong. I’m breaking down the core concepts into a simple, 10-minute guide that anyone can understand. You’ll learn the basics of how it works, the tools you need, and how to get started today.
Corporate Finance— I wanted to share my perspective on this. Corporate finance is a complex world of spreadsheets, presentations, and high-stakes decisions. But AI is starting to automate and augment many aspects of it. I’m exploring how AI is transforming corporate finance, from M&A analysis to capital budgeting.
AI Risk Management: The One Thing That Separates Winners from Losers— I wanted to share my perspective on this. In the world of AI-driven finance, risk management isn’t just a department; it’s the entire game. I’ve analyzed the biggest wins and catastrophic losses of the last decade, and it all boils down to one critical factor. This is the definitive guide to what separates the winners from the broke.
How to Build a Robust AI-Powered Risk Management Framework— A risk management framework is only as good as the data and models that power it. I’m sharing my guide to building a robust AI-powered risk management framework that can handle the complexities and uncertainties of modern financial markets. This is how the pros do it.
The Biggest Challenges Facing AI Risk Management in the Next 5 Years— I wanted to share my perspective on this. AI risk management is one of the hottest fields in finance right now, but it’s also one of the most challenging. I’m breaking down the 5 biggest challenges facing AI risk managers in the next 5 years, from model explainability to data privacy. This is what keeps us up at night.
How I Built a Profitable AI-Powered Options Trading Bot.— Options trading is complex, but I’ve spent the last two years building an AI bot that has consistently generated profits. I’m sharing my strategy, my code, and my biggest lessons learned. This is a deep dive into the world of AI-powered options trading.
The Black Swan Event That AI Risk Models Can't Predict.— Everyone in finance is obsessed with using AI to predict the future. But what about the events that nobody can predict? I’m exploring the limitations of AI risk models and why they’re still vulnerable to the black swan events that can wipe out entire funds in a matter of hours.
Are Robo-Advisors a Good Investment for Millennials? A Data-Driven Analysis.— Are robo-advisors the right choice for millennials? It’s a question that gets debated endlessly online. I decided to answer it with data. I analyzed the long-term performance, fees, and user demographics of the top robo-advisors to find out if they’re really the best option for the next generation of investors.
The Psychological Biases That Robo-Advisors Exploit.— Robo-advisors are designed to be logical and unemotional, but they’re also designed by humans. I’m exploring the subtle psychological biases that are built into these platforms and how they can influence your investment decisions without you even realizing it. This is a must-read for any robo-advisor user.
I Built an AI That Can Write Investment Memos. Here's an Example.— I’ve always been fascinated by the idea of an AI that can think and write like a human analyst. So I decided to build one. I’m sharing an example of an investment memo that was written entirely by my AI. The results are both impressive and a little bit scary.
The Challenges of Building Explainable AI in Finance.— One of the biggest challenges in financial AI is building models that are not only accurate but also explainable. I’m diving into the world of explainable AI (XAI) and why it’s so critical for building trust and transparency in financial applications. This is a must-read for any AI developer in finance.
How AI is Making Capital Markets More Efficient.— Capital markets are the lifeblood of the global economy, and AI is making them more efficient than ever before. I’m exploring how AI is being used to improve everything from price discovery and liquidity to market making and trade execution. This is the engine room of the financial system.
The API Economy and the Future of Fintech AI.— The API economy has unlocked a new era of innovation in fintech. I’m exploring how open APIs are allowing developers to build new AI-powered financial products and services at a fraction of the cost and time it used to take. This is the democratization of finance.
The Gamification of Investing and the Role of AI.— Investing can be a dry and intimidating topic for many people. But what if it could be fun? I’m exploring the gamification of investing and the role that AI is playing in making it more engaging, accessible, and educational for a new generation of investors.
The End of the Traditional Bank Branch?— The traditional bank branch has been a cornerstone of our communities for centuries. But is its time finally up? I’m exploring the forces that are driving the decline of the bank branch and what the future of in-person banking looks like in an increasingly digital world.
A Day Managing AI Risks at a Hedge Fund— I’m sharing what it’s really like to manage AI risks at a top hedge fund. From launching models to dealing with unexpected problems, here’s a look at my day on the job.
What I Learned After 5 Years Building an AI Trading Bot— After five years and many sleepless nights, I’m sharing the real story behind my AI trading bot. It wasn’t the easy income I hoped for; it was a tough lesson about markets, coding, and myself.
AI is Opening Up Sophisticated Investing to Everyone— For decades, the most sophisticated investment strategies were reserved for the wealthy elite. But AI is changing that. I’m exploring how AI is democratizing access to strategies like factor investing, risk parity, and alternative risk premia. The playing field is being leveled.
The Rise of AI-Powered Robo-Analysts.— The role of the financial analyst is being transformed by AI. I’m exploring the rise of AI-powered ‘robo-analysts’ that can do everything from building financial models to writing research reports. What does this mean for the future of Wall Street research?
The Future of Banking is Conversational. Here's Why.— The future of banking isn’t an app; it’s a conversation. I’m exploring the rise of conversational AI in banking and how it’s changing the way we interact with our finances. From chatbots that can execute trades to voice assistants that can pay our bills, this is the new frontier of fintech.
Why Your Bank's AI is Probably a Dumb Robot in a Suit.— You think your bank’s AI is a sophisticated financial genius? Think again. I worked behind the scenes at a major financial institution, and I can tell you that most of their ‘AI’ is just a series of simple rules and outsourced labor. Here’s how to tell if your bank’s AI is actually smart.
Backtesting Your Algorithmic Trading Strategy: The Definitive Guide.— A trading strategy is only as good as its backtest. But most people do it wrong. I’m sharing my definitive guide to backtesting your algorithmic trading strategy, including how to avoid common pitfalls like overfitting and lookahead bias. This is essential reading for any serious trader.
How AI is Revolutionizing Risk Management in Investment Banking.— Risk management used to be a slow, manual process. Not anymore. I’m exploring how AI is revolutionizing risk management in investment banking, from real-time market surveillance to predictive modeling of black swan events. This is a game-changer for Wall Street.
How AI is Used for Insider Trading Detection.— Insider trading is one of the oldest and most difficult financial crimes to detect. But AI is changing the game. I’m exploring how regulators and funds are using sophisticated AI models to spot suspicious trading patterns and catch insider traders in the act.
What I Learned from Studying Warren Buffett's Portfolio— Warren Buffett is one of the best investors out there. I looked closely at his portfolio and letters to see what makes him so successful. Here’s what I took away from the experience.
How I Tripled My Trading Profits in Six Months Using Data-Driven Signals— Six months ago, my trading performance was stagnant. By adopting a set of data-driven trading signals, I boosted my profits by 300%. I’m here to walk you through my approach, the tools I relied on, and the outcomes I achieved—no gimmicks, just the facts.
How I Build a Simple AI Chatbot for Your Bank.— Here's my take on building a chatbot for your bank doesn’t have to be a massive, multi-million dollar project. I’m sharing a guide to how you can build a simple but effective AI chatbot for your bank using off-the-shelf tools and a bit of code. This is a great way to get started with conversational AI.
My Take: The Future of Financial Planning in a World of AI.— Here's my take on financial planning is a deeply personal and complex process. Can AI really replace the human touch? I’m exploring the future of financial planning in a world of AI, and how the best planners are using technology to augment their abilities and provide better advice to their clients.
How to Use AI to Detect Accounting Fraud.— Accounting fraud can be incredibly difficult to detect, often hiding in plain sight within a company’s financial statements. But AI is providing new tools to uncover it. I’m sharing a guide to how you can use AI to detect the red flags of accounting fraud.
How AI is Used to Optimize Bank Branch Networks.— Bank branch networks are a huge cost center for financial institutions. I’m exploring how banks are using AI to optimize their branch networks, from deciding which branches to close to determining the optimal mix of services to offer at each location. This is a data-driven approach to retail banking.
The Future of Robo-Advisors: Hyper-Personalization and Goal-Based Investing.— Robo-advisors have come a long way, but the next generation will be even more powerful. I’m exploring the future of robo-advisors, from hyper-personalization and goal-based investing to direct indexing and tax-loss harvesting. The robot revolution is just getting started.
Why So Many Founders Fail at AI Banking (And What I’ve Learned)— A lot of founders think just adding ‘AI’ to their banking app will make it a hit. From what I’ve seen, that’s not true. Many startups fail because they don’t get one basic thing about banking. I’ll explain what that is and how you can steer clear of their errors.
How to Use Machine Learning to Predict Stock Market Trends.— Can machine learning really predict the stock market? It’s a controversial question, but I’m here to show you that it’s possible. I’m sharing a step-by-step guide to how you can use machine learning to identify market trends and build a predictive model of your own.