Something from the Weekend: AI in Trading gets real
Regulators Step Up, Wall Street Accelerates & Scotland’s New “Loch Ness Monster” (Opportunity) From the rise of agentic AI and evolving regulatory frameworks in Singapore and the UK to accelerating Wall Street adoption, rapid fintech innovation and Scotland’s push to become a green-AI hub, AI continues to reshape global financial markets. Entering 2026, the momentum […]
Something from the Weekend: AI, FMLS Markets, and the New Fault Lines
From Agentic Systems to Infrastructure Risk and Regulatory Pushback Apologies, this week’s newsletter is officially something FROM the weekend rather than for – working on a deadline. However … AI’s influence on global market structure increasingly shaping trading workflows, infrastructure resilience, governance expectations, and even geopolitical strategy. A consistent theme is emerging: AI – and […]
Something for the Weekend: What we learnt at Paris on AI in Trading – Two Years On
Agents entering workflows, retail AI execution emerging, institutions building agent platforms, and regulators tightening controls – with Eric Helene of AXA IM, Charles LeHalle and Hanane Dupouy and Iris Lucas of the AMF AI in trading may not be new, but its scope is rapidly expanding as agentic systems move from experimentation into real workflows. […]
Something for the Weekend: the New Big Short, Yann’s Exit and Volatility for AI in Markets
The disconnect between AI hype, market reality, and trading practice This week’s news of Dr. Michael Burry’s billion-dollar bet against AI-linked equities and the winding down of his hedge fund (https://on.ft.com/43v33a7) arrived at the same time AI pioneer Yann LeCun announced his departure from Meta (https://on.ft.com/4nTkdW7), raising fresh questions about how technology will continue to reshape […]
Something for the Weekend: From Kimi to the Markets – Next Steps & Considerations for the AI Trading Evolution
Navigating open models, agentic AI, new oversight and rethinking risk in the next phase of market evolution. China’s AI race took another leap this week: Beijing-based Moonshot AI unveiled Kimi K2 Thinking, an open-source reasoning model outperforming GPT-5 and Claude Sonnet 4.5 across multiple benchmarks – including a 44.9% score on Humanity’s Last Exam – […]
Something for the Weekend: AI, Retail, and the End of Information Asymmetry
How democratized intelligence is turning retail traders into market makers. The rise of AI in trading marks not just a technological leap but a structural shift in how markets interpret and act on information. By delivering faster, frictionless access to data—often free or low-cost and without traditional intermediaries—AI is breaking down information asymmetry and […]
Something for the Weekend: Cloud, Compute & the New Trading Fabric in Space
How AI, cloud, and compute are reshaping the market’s foundations — turning data, energy, and resilience into the new sources of trading edge AI in trading means data and agents – but if agents are still a decade away, data means datacentres, and datacentres mean dependence on third parties – a near-complete reversal of the […]
Something for the Weekend: Agents, Infrastructure & the Intelligence Layer
From data centres to trading desks, AI is becoming the fascia of modern markets – the connective tissue linking data, models, and execution. As this week’s #FILSAmsterdam discussions highlighted, AI is no longer just a trading tool – it’s fast becoming the infrastructure of modern capital markets. This isn’t simply the next phase of automation: […]
Something for the Weekend: from Hype to Rewiring & Plumbing
From Scepticism to Integration – how AI is reshaping markets, workflows, and risk itself. When we launched this newsletter at the start of 2025, there was widespread scepticism that AI would ever meaningfully enter trading due to the inherent risks and regulatory hurdles. Less than a year later, that scepticism already feels outdated. AI is […]
Something for the Weekend: Trading Rewired – From AI to Quantum and the Rise of Intelligent Market Agents
Something for the Weekend: Trading Rewired – From AI to Quantum and the Rise of Intelligent Market Agents As AI reshapes the fabric of market microstructure, the next challenge lies in governance, resilience, and human oversight. Conversations in London last week with traders on how AI will be implemented in trading reinforced just how […]